Topic Thread

1.  Lien Waiver Tracking in Vista / Viewpoint

Posted 4 days ago
​​​Is anyone using Vista by Viewpoint to generate, route, track and store lien waivers for their subcontractors and suppliers? If so see the questions below:

  1. Are you using the compliance tracking features of Vista to track prelien's received, waivers requested/received etc?
  2. Anyone know a good add-on that interfaces with Vista that will handle lien waiver management for both subcontractors, sub-tier suppliers and prime suppliers?
  3. Has anyone automated, inside Vista, the notification request need for lien waivers?  Or the return document processing of those waivers?   

Sean Collins
Credit & Contracts Manager
A. Teichert & Son, Inc.
Sacramento CA
(916) 484-3243

2.  RE: Lien Waiver Tracking in Vista / Viewpoint

Posted 3 days ago

Hi @Sean Collins - Great topic.  All of those feature requests are commonly requested because, as you know, chasing and keeping track of all that paper is a pain in the neck.

To my knowledge, there is nothing doing these activities in Vista, nor is there much out there in the market that integrates with Vista for the same.  With that said, these are all things you can do within our software product - zlien - and we are working on a few integrations currently, with Vista/Viewpoint as a potential.  We currently only integrate with RedTeam, Quickbooks, and Autodesk.

In zlien you can:

  • Forward all of your pre liens and actually receive them in zlien, and save them with the project and contractor/supplier;
  • Forward all lien waivers received and waiver requests received;
  • Track subcontractors, sub-tiers, and suppliers
  • Request lien waivers (multiple at once) electronically 
  • Track requests
  • Easily receive signed lien waivers back from subs & suppliers
  • If any subs or suppliers are already using zlien (there are a lot), you'll get those notices and waivers automatically in your database;
  • Get suggestions from zlien of which subs, sub-tiers, and suppliers may be on your project, even if you don't know them or haven't received notice

Scott Wolfe J.D., Loyola College of Law
CEO & Founder
New Orleans LA
(866) 720-5436

3.  RE: Lien Waiver Tracking in Vista / Viewpoint

Posted 19 hours ago
Sean,  We use the PO Compliance tracking in AP and PO.  We usually get the ROLs back on e-mail, then attach them to the PO Compliance item and update the date.  I created a spreadsheet that creates our ROLs, it uses a couple SQL views to get the AP data and the PO data.  The rest is just excel formulas.  I left it in excel due to the fact we often have exceptions to the normal flow.  Sometimes we are cutting a PO or paying invoices out of order.  I put the override functions in the spreadsheet vs a report with a bunch of parameters that needs to be re-run each time a clerk makes a change.

Two key points:
   1. in Vista, an out of compliance PO will not be paid in AP.  (check your AP Company settings)
   2. the spreadsheet is easy enough for my AP clerk to handle 95% of the ROLs without help.

Scott Luman
Freestate Electric Company
Laurel MD