workers comp who's expiring report

Paul Mason
Paul Mason Member Posts: 61 ✭✭
edited August 2019 in Accounts Hosted
It would be good if I could run a report to show in advance what suppliers Workers comp is expiring

Comments

  • Paul Mason
    Paul Mason Member Posts: 61 ✭✭
    edited August 2019
    I guess we could, we have over 250 Subcontractors all that have different dates for Insurances Expiring
  • Adrian_6974554
    Adrian_6974554 Member Posts: 191 ✭✭
    edited November 2018
    Hello Paul

    If you are using the fields (Work Comp Expires and Gen Liab Expires) in the Additional Info tab in the supplier.

    Create a Supplier Contact List report and add these fields, remove unnecessary fields.

    Sort by the date column to have the closest to expiry dates at the top.

    Save this as a memorised report to use in the future.

    Adrian


  • Paul Mason
    Paul Mason Member Posts: 61 ✭✭
    edited December 2018

    Thanks Adrian This Gives me what I need to see at a glance
  • Paul Mason
    Paul Mason Member Posts: 61 ✭✭
    edited December 2018
    Sorry Kevin, You Misunderstood me, I never said They were set up as Employees, These are Suppliers that have to prove to us that they hold Liability & Workers comp Insurance to Cover the employees they employ
    and In answer to an earlier comment, Yes they are all Partnerships, Companies Or Trusts and they all can send another person to do the task we require (one of their employees)
    Reckon tells me when I enter an Invoice received from them if the Insurance has expired, I am trying to get heads up to send them a reminder