Vendor paperwork, expiry reminders and a payment note
See each vendor's paperwork on the vendor list, get an email before a document expires, and see a note on the payment form when a W-9 is missing.
The vendor list now shows where each vendor's paperwork stands.
- A Paperwork column shows what is missing, expired or about to expire, and a Paperwork filter narrows the list. The export includes the column.
- A note above the list counts the vendors tracked for 1099 that have no W-9 and have not been asked. Ask all emails them a private link at once.
- Reminders set on a document are now sent. On the reminder day QixCount emails the person who added the document, and the vendor too if you chose that.
- The payment form shows a note when the vendor is tracked for 1099 with no W-9, or has an expired certificate of insurance or license. It never stops the payment.
- A vendor tracked for 1099 shows a 1099 this year card on the Documents tab.
What to do: reminders already saved on documents are sent from now on, when their day comes. See find and manage vendors and keep documents on a vendor.