Feature

Goldenseal 3.7 adds a third type of tracking for subcontractors. Along with a warning for expired liability insurance and expired worker's comp insurance, you can also add a warning for an expired contractor's license.

NOTE-- You can also use this third item to track any other requirement for subcontractors. For example, in some states you may need to track the expiration of disability insurance for your subs.

We have also added some enhancements to the insurance tracking window in Subcontractor accounts

Suggested By

User feature request.

How to Use

To set up insurance expiration details for your subcontractors, follow these steps:

1. Choose Subcontractors from the Accounts menu.
2. Locate the desired subcontractor.
3. Click the Insurance Setup button.
4. You'll see a window where you can enter expiration dates for the sub's insurance and license.
5. Enter expiration dates, and the way you'd like to handle bills that come in after their expirations.
6. As you enter dates, Goldenseal will show you the first expiration date, and whether any of the items are already expired.
7. When you are finished setting up, click OK.

Technical Details

1. Choose Custom Layouts from the Options menu, and choose Accounts from the submenu.
2. Click on the Account Type popup field at upper left, and enter Subcontractors.
3. Click on the Layout popup field, and enter Insurance Setup.
4. Click on one of the titles, and type in something else.
5. Close the window, and save changes.