The following fields appear on the page.

Header

Add Lien Waiver

Use this button to add a Lien waiver.

Grid

NOTE the following:

• You can click a column title to sort the list by that column.
• Filter Button   icons appear in column headers allow you to change what appears in the grid.

Lien Number (link)

The Lien Number that appears on lists and in reports. The Lien Number is automatically assigned, sequentially within the Property's default entityCompany.

Users with permissions can click the link to view/edit the Lien Waiver.

Vendor ID

The vendor identification associated with the Lien Waiver that appears on lists and in reports.

Vendor Name

The name of the vendor that appears on lists and in reports.

Status

The Lien Waiver status. Lien Waivers are created and tracked in the system with these statuses:

• Returned - The Lien Waiver has been executed and then returned to your organization from the Vendor.
• Wasted/Lost - The Lien Waiver has been lost or could not be used.
• Outstanding - The Lien Waiver has been sent to the Vendor but has not been returned.

Print

To print or reprint a Lien Waiver, click the icon.

The Print icon indicates that the Lien Waiver has not yet been printed. You can click the icon to print the Lien Waiver.

The Reprint icon indicates that the Lien Waiver has been printed, so it is Outstanding when printing checks. You can click the icon to reprint the Lien Waiver.

Documents

One of the following icons appears in this column:

No documents are currently stored for the Lien Waiver. Click the icon to upload documents for the Lien Waiver.

At least one document is currently stored for the Lien Waiver. Rest your mouse pointer on the icon to see the number of documents stored. Click the icon to view, add, or delete documents.

For more information, refer to the Documents Tab instructions.

Delete

Use the Delete icon   to delete a Lien Waiver.

The Delete icon is available only for manual Lien Waivers, as Lien Waivers generated by a Check Run in eFinancials cannot be deleted.

Footer

Company Property (Footer Link)

Use the Footer Link to select a Company. The Lien Waivers associated with that company display in the grid.

Use the Footer Link to select a Property. The Lien Waivers associated with that property display in the grid.

A red dot indicates a required field or selection.

Vendor ID

The Vendor identification that appears in lists and on reports. Click the Lookup icon to display the Select pop-up and select an ID. Once you select vendor, the Last Invoice Date field is populated.

Joint Payee

The Joint Payee. Click in the field and enter the name of the joint payee (optional).

Job Details

Job

The Job identification that appears in lists and on reports. Click the Lookup icon to display the Select pop-up and select an ID.

Job Amount

The Job Amount. This is available for edit only if the check is not selected from eFinancials checks.

Check Details

Bank ID

The Bank Account ID of the check. Click the Lookup icon to display the Select pop-up and select an ID.

If a bank account is entered then a valid check number from the bank must be selected, and all check information comes from the eFinancials payment record. If no Bank ID is entered then the check is not tied to an eFinancials payment record and the check information must be entered (Job Amount, Check Date, Check Amount).

Check Number

The check number. Click the Lookup icon to display the Select pop-up and select an ID.

If a Bank ID has been selected, then the list for Check Number includes just checks for that Bank. If a Bank ID has not been selected then all checks are included. Selecting a check fills in the Check Date, Check Amount and the portion of the check that is allocated to the selected Job.

Check Date

The date of the check. If a check was selected then the Check Date from the payment defaults in. Otherwise, the user can enter a date. Click in the field and use the Electronic Calendarto select a date.

Check Amount

The amount of the check. If a check was selected, then this is the Check Amount from the Payment. Otherwise, the user can click in the field and enter an amount in the format 0.00.

Right Side

Format

The Lien Waiver Format. Click the Lookup icon to display the Select pop-up and select a Lien Waiver Format.

Status

The status of the Lien Waiver. Click on the drop-down arrow and select a status. Options are Outstanding, Returned, and Wasted/Lost/Void.

If the status is changed from Returned to Outstanding or Wasted /Lost/Void, then the Returned Date is removed. If the status is Returned, then a Returned Date is required

Last Invoice Date

Once a Vendor is selected the Last Invoice Date is populated.

Returned Date

The date the Lien Waiver is returned to you by the Vendor.

Click in the field and use the Electronic Calendarto select a date.

If a date is entered then the status changes to Returned. If a date is removed, then the status is changed to Outstanding.

Printed (check box)

Checked - The Lien Waiver has already been printed.

Unchecked - The Lien Waiver still needs to be printed.

Save

Click the button to save changes you made when adding or editing a Lien Waiver

Please refer to this page for help viewing documents for a Lien Waiver:

To View Documents for a Lien Waiver

Refer to Required Documents Overview, How do Global Policies affect Required Documents?