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Sage Paperless Construction Help

Job Commitments

In ClearToPay™, commitments are a fundamental aspect of compliance tracking, specifically in reference to subcontract and purchase order agreements. At the job level, a commitment could refer to either a subcontract or a purchase order agreement between the job and a vendor (or subcontractor).

These types of agreements are often tracked within a company's accounting system and are used to ensure that jobs and vendors meet their contractual obligations. Within a commitment, the Signed Date field is what is tracked by ClearToPay. If the field is blank, the vendor or job are out of compliance. If the Signed Date field is populated, the vendor or job are compliant.

  1. From My Paperless, click ClearToPay™.

  2. In the ClearToPay™ left navigation, click Jobs.

  3. Choose the job from the list.

  4. Click Commitments.

    Compliances_Jobs_SelectCommitments.png

    A page similar to the following displays:

    Compliance_JobsCommitmentsMainPageSage.png
SearchBarALL

Search for a specific commitment record by Commitment Number, Commitment Type, Vendor Name or Job Name.

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To add a new commitment for this job, click Add. For more information, see Add New Commitments.

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Select one or more commitments from the list, then click Delete to remove them from Sage Paperless Construction. See Delete Commitments for more information.

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Select one or more commitments from the list, then click Remove Commitments to remove them from this job. See Remove Commitments for more information.

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Click Print to print the Commitments grid.

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Click Export to export the grid information to Excel, CSV or PDF.

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Click the Edit icon to make necessary updates to an existing commitment record. See Edit Job Commitments for more information.

Record Details

The fields at the bottom of the page populate based on lien waivers associated with a selected commitment.

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Edit Job Commitments

  1. From the job Commitments page, find the commitment you want to edit.

  2. Click the Edit edit_square-pen_icon.svg icon.

  3. In the Edit Commitment dialog, make any necessary updates.

    Compliance_EditCommitmentsJobSage.png

    Note

    Many bridged accounting systems do not provide all the information that must be tracked by ClearToPay like the date fields or descriptions. However, for required fields, the accounting system is considered the "source of truth" and may override your edits when the record syncs.

  4. Click Save.

Delete Commitments

Deleting commitments removes them from ClearToPay™ entirely. When a commitment is deleted, it cannot be added to a different vendor or job.

However, when the accounting system syncs records with ClearToPay, commitments that you deleted may reappear if they are still present in the bridged accounting system. It is recommended that in addition to deleting the commitment, you also ignore it on the main Commitments page. See Match Commitments for more information.

  1. From the job's Commitments page, find the commitment you want to delete.

  2. Select the commitment from the list.

  3. Click Delete.

Remove Commitments

Removing commitments removes the commitment from the job it is associated with. Once it is removed, it can be reassigned to a different vendor or job. See Match Commitments for more information.

  1. From the job's Commitments page, find the commitment you want to remove.

  2. Select the commitment from the list.

  3. Click Remove Commitments.

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