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Overview:

The Vendor Insurance window allows you to track various insurance types, carriers, policies, and expiration dates for Vendors. 

NOTE: Insurance Types are user defined, for more information on this process, please see the Insurance Type setup video

Benefits:

  • Ability to track and ensure vendors/subcontracts have valid insurance requirements to perform work on projects
  • Using the PM: Subcontract Insurance Workbench panel, users can review upcoming or past due insurance information and update as needed

Roles:

  • Accounts Payable Manager
  • CFO/Controller

Location:

  • Accounts Payable > Vendors > Vendor Insurance

Video:

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Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.