Monitoring Insurance certificates for suppliers

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  • Updated 4 years ago
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We are operating the system in a construction industry and it is very important for us to ensure that our suppliers hold current insurances as required. I have really appreciated the addition of the two (only) field for use to facilitate this monitoring. My idea is to increase this to at least three fields as we have professional business that need Professional Indemnity Ins as well as the standard WC and Liability Ins.
Can we get one or two more insurance fields?
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Ronl50

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Posted 6 years ago

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6 years ago
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Carolyn, Accredited Partner

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Official Response
Hi Ron
In your supplier on the additional Info tab you can use Custom fields, click Define Fields - to setup Insurance, Insurance due date etc.

Once you have set this up, you can click on Notes and Then on To Do Notes, here you can setup a To Do Note to remind you when the Supplier's Insurance is due for renewal (make sure in the To Do Note details you enter the Suppliers name).

Then if you have Reminders turned on (in Preferences) and To Do Notes ticked, you will receive a reminder on the day it is due, when you open the file.

Regards
Carolyn

Carolyn Long | Bookkeeping Trainer | Reckon Accredited Partner| BAS Agent | Regional Qld | cbts53@bigpond.com or 0434 163 266|
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