hi
we use the cis module and before the subcontractors are paid it needs to be checked that they have current business / liability insurance as paying for work without this leaves the company exposed to risk.
this would be a standard procedure within the construction industry.
now there is an alert message but that only works for the purchase modules. it would be good if the subcontractor pay module flagged this in the window..
an element or box could be added to their cis details page as in insurance expiry date and that could be used to flag the message.
it would also allow reports to be made to check who has insurance running out soon.
thus making all the neccessary items to pay the subcontractors in one place fully using the sage crm facility
thanks
Guest
