Hi there! For the construction industry, is Acumatica able to track certificates of insurance along with the expiration date so that it will notify either us or the subcontractor?
Thanks!
Answer
How do you track certificates of insurance?
Best answer by iqraharrison
there’s a lot more you can track but here’s a quick screen shot of what it could possibly look like on a project:
hope this helps!
+8there’s a lot more you can track but here’s a quick screen shot of what it could possibly look like on a project:
hope this helps!
Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
Hello!
Yes, Acumatica has the ability to track certificates of insurance and other documents. This can be done on the Project Compliance tab or from the Compliance Management workspace. In addition, Acumatica produces Conditional and Unconditional Lien Waivers based on parameter settings.
Hope this helps!
Kelly
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.