Default Profile Controls

The first step to tracking subcontractor information set up the default profile controls.  Up to forty items can be set up for tracking subcontractor information.  Any of the items may be changed at any time simply by typing over an existing description or by selecting a different tracking option. Please use discretion when changing an item after the item has been used since changing the item may cause inconsistencies in profile violation reporting.

•Profile Item Description - Enter a description of each item to be tracked.  

•Required - Click this box to track whether an item has been completed.                

•Expire Date - Click this box to track an item with an expiration date such as an insurance certificate.

•Check Print Reminder - Each item can be set up with this option to notify you that a required item has not been completed or that a date has expired.  Notification of these 'profile violations' will be printed on the Proposed Payment Journal Report when an invoice is set up for payment.  You will again be notified of  violations at the time the check is printed with an option to cancel the check. If violations are encountered, then print the Reports > Clients > Profile Status Report to review the status of each item for each selected job or subcontractor.