AP Check to Invoice Backfiller

Backfills check information (Check Number, Check Date and Check Amount) to AP invoices indexed in Sage Paperless Construction.

APFlow™ Mailer for Processors

Sends a notification to every APFlow™ processor with a summary of the unapproved invoices currently in the AP workflow process.

The job can be configured to identify any or all processors who should receive the notification email.

An example of the APFlow™ Mailer for Processors email:

Your AP Processor Invoice Status Update

This is an automated message, generated solely as a REMINDER to our processors. Please do not reply to this message.

Processor Morgan Carlisle has the following invoices in the AP workflow:

Summary for Vault: 3 - Wells Dug for Less

1 invoice is in your APFlow Work in Process

1 invoice is past due.

0 invoices are due in the next 5 days.

0 invoices have expiring discounts in the next 5 days.

0 invoices are in Pending Status.

0 invoices are in Rejected Status.

0 invoices are in Approved Status..

1 invoice is in Incomplete Status.

0 invoices have been placed on hold.

Summary for Vault: 16 - Hard Hat Developers

3 invoices are in your reviewer inbox

3 invoices are past due.

0 invoices are due in the next 5 days.

0 invoices have expiring discounts in the next 5 days.

2 invoices are in Pending Status.

0 invoices are in Rejected Status.

0 invoices are in Approved Status..

1 invoice is in Incomplete Status.

0 invoices have been placed on hold.

Please check your invoices in the Sage Paperless Construction  APFlow™ Work In Process module.

Thank you for your prompt attention!

APFlow™ Reviewer Mailer

Sends a notification to every APFlow™ reviewer with a summary of the unapproved invoices currently in their Approve Invoices inbox. APFlow™ Mailer Job Setup
 
An example of the APFlow™ Reviewer Mailer email:
 
From: Paperless SMTP <pesmtp@paperlessenvironments.com

Sent: Tuesday, July 7, 2020 1:58 PM

To: Priscilla Gutierrez <priscillag@paperlessenvironments.com>

Subject: Your Unapproved AP Invoice Status Update

This is an automated message, generated solely as a REMINDER to our reviewers. Please do not reply to this message.

Reviewer Priscilla Gutierrez has the following unapproved AP invoice issues:

Summary for Vault: 4 - Sage 300

1 invoice is in your reviewer inbox

0 invoices are past due.

0 invoices are due in the next 5 days.

0 invoices have expiring discounts in the next 5 days.

0 invoices have been placed on hold.

Please check your invoices in the Sage Paperless Construction APFlow™ Invoice Approval module to take care of these issues.

You can access your invoices on the Paperless ePortal™ by clicking this link Paperless ePortal™.

Thank you for your prompt attention!

DB Backup

Database backup program designed to back up both the database and transaction log of the Sage Paperless Construction database. DB Backup Job Setup

DB Backup Log

Database transaction log backup job designed to back up just the transaction log of the Sage Paperless Construction database. DB Log Backup Job Setup

Document Archive

Archives documents stored in Sage Paperless Construction that are at the archive date or were manually added to an Archive Addendum. Document Archive Job Setup

Document Routing AP Invoice

Returns completed invoices routed by DocRoute™ module to the Returned from Doc Route folder in APFlow™. Document Routing AP Invoice Job Setup

Document Routing Notifications

Sends a notification to the recipient of a DocRoute™ module route with the details of the document routed to them. Document Routing Notifications Job Setup

Payment Retrieval

Required to be configured to pull in payment data from your accounting system.

PEImporter

Runs the Folder Watch Import job to check and import folders set with a folder watch. PE Importer Job Setup

Queue Notification

Sends a notification to every user queue owner with a summary of the number of documents currently in the queue(s) for which they are marked as "owner". Queue Notification Job Setup

Sage 100 Attachment Synch

Sage 100 Contractor

Inserts linking pvSynch files into the attachment table of the Sage 100 Contractor accounting system to “link” the Sage 100 Contractor attachment “paperclip” to documents stored in Sage Paperless Construction.
Sage 100 Attachment Sync Job Setup

Sage 300 Attachment Synch

Sage 300 CRE

Inserts linking pvSynch files into the attachment table of the Sage 300 CRE accounting system to “link” the Sage 300 CRE attachment “paperclip” to documents stored in Sage Paperless Construction.
Sage 300 Attachment Sync Job Setup

Sage 300 SM Attachment Synch

Sage 300 CRE

Inserts linking pvSynch files into the attachment table of the Sage 300 CRE SM Service Management module to “link” the Sage 300 SM module attachment “paperclip” to documents stored in Sage Paperless Construction.
Sage 300 SM Attachment Sync Job Setup

Sage 300 CRE Cost Code Push

Sage 300 CRE

Inserts original estimates for jobs, cost codes and cost types into the Sage 300 CRE system which do not currently have a budget set up for them, allowing Sage Paperless Construction to post invoices to these new codes.

Greenlight Accounting Refresh

The Accounting Refresh is responsible for keeping data in sync between the connected ERP system and Greenlight CM™. For Jobs and Vendors, it keeps names, addresses and phone/fax information in sync. For commitments, any changes to Committed amounts and key dates will be updated to Greenlight CM™.

Greenlight Awaiting Approval Notification

The Awaiting Approval Notification is designed to send automated emails to your company's administrators regarding vendors who are waiting for approval.

Greenlight Certified Payroll Auto Creation

The Certified Payroll Auto Creation will run on designated intervals and create the next period's Certified Payroll entries so they do not have to be added manually to every job/vendor. Entries will be created based on the rules defined at the job level for Due Date and Week Ending Day. This does not generate emails.

Greenlight Certified Payroll Past Due Notification

The Certified Payroll Past Due Notification is an automated email notification process that sends out emails to vendors and their tiers and alerts them of a past due certified payroll.

Greenlight Commitment Missing Insurance Notification

The Commitment Missing Insurance Notification looks at the Commitment Start Date and uses the Starting Days parameter to determine how far in advance it should start warning the subcontractor if they are missing certain insurance requirements.

Greenlight Compliance Check

The Compliance Check is used to test scenarios where a vendor may become non-compliant due to causes which were not caused by changing date in the UI. For instance, the vendor's record has not been opened and viewed in 15 days and there have been no changes, but the expiration date hits. This job ensures that the vendor is now marked as non-compliant due to the expiration or any other conditions which may now cause it to be non-compliant.

Greenlight Expired Insurance Notification

The Expired Insurance Notification is an automated email notification process that sends out emails to vendors and their tiers, and alerts them of expired insurance certificates. When a vendor's insurance has expired, Greenlight CM™ will automatically send a pre-filled email warning to the vendor. The administrator can choose which email template is used. You can also set multiple Expiration Notifications.

Greenlight Insurance Expiration Notification

The Insurance Expiration Notification is an automated email notification process that sends out emails to vendors and their tiers and alerts them of expiring insurance certificates. When a vendor's insurance is about to expire, Greenlight CM™ will automatically send a pre-filled email warning to the vendor. The administrator can choose which email template is used and how many days before expiration before the system sends out the email. You can also set multiple Expiration Notifications.

Greenlight Job Completed Operations

The Job Completed Operations monitors the Completed Operations date on a job and automatically changes the status of the job from Completed Operations to Closed. This is calculated using months.

Greenlight Job Contractor License Expiring Notification

The Job Contractor License Expiring Notification is an automated email notification process that sens out emails to contractors whose licenses are expiring on a specific job. When a contractor's license is about to expire on a specific job, Greenlight CM™ will automatically send a pre-filled email warning to the contractor. The administrator can choose which email template is used and how many days before expiration that the system sends out the email. You can also set multiple Expiration Notifications.

Greenlight License Expiring Notification

The License Expiring Notification is an automated email notification process that sends out emails to vendors and their tiers and alerts them of expiring licenses. When a vendor's license is about to expire, Greenlight CM™ will automatically send a pre-filled email warning to the vendor. The administrator can choose which email template is used and how many days before expiration before the system sends out the email. You can also set multiple Expiration Notifications.

Greenlight Lien Waiver Creation

The Lien Waiver Creation can automatically generate waivers on vendor records at the beginning or end of each month. Use it as a proactive tool in generating conditional and/or unconditional progress records at a specific time of month.

Greenlight Lien Waiver Due Notification

The Lien Waiver Due Notification is an automated email warning vendors of missing lien waivers. If a waiver is not returned by a specified due date, then this Job Poll job will send out a notification to the vendor of the missing past due waiver.

Greenlight Notifier

The Notifier is used to assemble and deliver the email messages. When email notifications are generated in Greenlight CM™ through the Job Poll service, the emails are sent to a queue. The Notifier Job Poll job determines when and how often the Email Queue sends out emails.

Greenlight Out Of Compliance Notification

The Out Of Compliance Notification is an automated email warning vendors of their insurance being out of compliance. When a vendor's insurance is out of compliance, Greenlight CM™ will automatically send a pre-filled email warning to the vendor. The administrator can choose which email template is used.

Greenlight Portal Access Codes

The Portal Access Codes generates the company emails directed to vendors to register for the portal. The portal is where vendors can view their compliance information as well as upload insurance and lien waiver documents.

Greenlight Update Accounting Insurance

The Update Accounting Insurance systematically takes compliance records that were entered into Greenlight CM™ and insert or update that data into your accounting system. Your accounting system and what you have mapped at the Company level (Configuration tab, Map Insurance), determines what is brought over such as insurance expiration dates and other insurance company information.

The process works with these accounting systems: Sage 100 and Sage 300. For more information about required configurations, click here.