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How to Manage Lien Waivers, Notice to Owners, and ACH Payments in Procore!

How to Manage Lien Waivers, Notice to Owners, and ACH Payments in Procore!

Lienwaivers powered by Built is your Procore lien waiver solution. Create, send, collect and track lien waivers and releases alongside other project documentation in Procore. Use Procore Financial Management OR your existing accounting software.

About this course

For Procore users who have adopted Procore Financial Management, the Lienwaivers powered by Built integration can create, send and track conditional and unconditional lien waivers from requisitions and payment applications entered into Procore, and attach those lien waivers directly to the invoice or store as project documents in Procore.

For Procore users who are not yet using Procore Financial Management, the lienwaivers.io integration can create, send and track conditional and unconditional lien waivers from invoices and payments entered into your accounting system, and store those lien waivers as project documents in Procore. Lienwaivers powered by Built has direct integrations with QuickBooks Desktop, QuickBooks Online, Xero, Sage 100 and Sage 300, as well as support for Microsoft Excel imports.

Curriculum

  • About Lienwaivers powered by Built's Procore Integration
  • Introduction
  • Welcome to the Lienwaivers powered by Built Procore Integration
  • Creating Lien Waivers
  • Embedded Experience Subcontractor Tool
  • Create lien waivers from invoices
  • Create lien waivers from prime contracts
  • Create lien waivers from direct costs
  • Create lien waivers from commitments in bulk
  • Manage lower-tier vendors and notices within Procore
  • Not using Construction Financials? Create Lien Waivers from Your Existing Accounting System!
  • Sending Lien Waivers
  • Delivery options overview
  • Attach lien waivers to emails in Procore
  • Tracking Lien Waivers
  • Track lien waivers automatically with Email Tracking
  • Track the status of lien waivers
  • Managing Lien Waivers
  • Downloading signed lien waivers
  • Archiving lien waivers
  • Searching your lien waiver archive
  • Learn More
  • Lienwaivers powered by Built Procore integration map
  • Request a demo of Lienwaivers powered by Built!

About this course

For Procore users who have adopted Procore Financial Management, the Lienwaivers powered by Built integration can create, send and track conditional and unconditional lien waivers from requisitions and payment applications entered into Procore, and attach those lien waivers directly to the invoice or store as project documents in Procore.

For Procore users who are not yet using Procore Financial Management, the lienwaivers.io integration can create, send and track conditional and unconditional lien waivers from invoices and payments entered into your accounting system, and store those lien waivers as project documents in Procore. Lienwaivers powered by Built has direct integrations with QuickBooks Desktop, QuickBooks Online, Xero, Sage 100 and Sage 300, as well as support for Microsoft Excel imports.

Curriculum

  • About Lienwaivers powered by Built's Procore Integration
  • Introduction
  • Welcome to the Lienwaivers powered by Built Procore Integration
  • Creating Lien Waivers
  • Embedded Experience Subcontractor Tool
  • Create lien waivers from invoices
  • Create lien waivers from prime contracts
  • Create lien waivers from direct costs
  • Create lien waivers from commitments in bulk
  • Manage lower-tier vendors and notices within Procore
  • Not using Construction Financials? Create Lien Waivers from Your Existing Accounting System!
  • Sending Lien Waivers
  • Delivery options overview
  • Attach lien waivers to emails in Procore
  • Tracking Lien Waivers
  • Track lien waivers automatically with Email Tracking
  • Track the status of lien waivers
  • Managing Lien Waivers
  • Downloading signed lien waivers
  • Archiving lien waivers
  • Searching your lien waiver archive
  • Learn More
  • Lienwaivers powered by Built Procore integration map
  • Request a demo of Lienwaivers powered by Built!