Check Compliance
Checking the compliance of a contract or insurance certification prior to authorizing payment is performed using functionality in the Compliance section. Payment Manager can check compliance status against the bridged accounting system if it has native compliance tracking, or can be configured to integrate with ClearToPay™ if licensed. See ClearToPay™ Compliance APFlow™ Settings for more information.
Compliance checks can be performed either manually or on demand. The Question Mark 
icon displays if the check has not been run.
If the Automatically Run check box is selected, all compliance checking is performed automatically when results populate in the list.
To run compliance checking on demand, select an entry from the list and click .
 |
Note
Even if the payment is not entered into Sage Paperless Construction, compliance checking still occurs as a vendor check.
Results:
A
displays if the compliance check ran and passed.A
displays if the compliance check ran and failed.