Loading screen
Show COI status on vendors and in Accounts Payable. Turn off to hide it everywhere.
Act when a required policy has lapsed. Off shows compliance badges but never holds up a payment.
Required policies
What each kind of vendor has to carry.
Minimum coverage targets
Reference targets only. Coverage amounts do not affect the payment gate.
Need different coverage for one vendor? Override it on that vendor's profile — including a one-off “Other” certificate.
Required endorsements
Endorsements are verified on a current general liability policy.
Endorsement enforcement
Set how each missing required endorsement affects payment.
Enforcement, if a required policy lapses
Set per policy — a lapsed general liability certificate can stop a payment while a lapsed umbrella only warns.
Block holds payment for expired or missing required policies until resolved or overridden with a reason.
Expiry reminders
Email the vendor's contact + company admins before a policy expires.
Mock settings — not yet wired to a backend.
Show lien-waiver requests, status, and payment compliance. Turn off to hide it everywhere.
Required for
Choose which vendor types need a signed waiver for each invoice.
Need a different rule for one vendor? Override it on that vendor's profile.
Enforcement
Choose how an unsigned required waiver affects payment.
Block holds payment until the waiver is signed or an operator overrides with a reason.
Waiver template
Waiver templates are managed under the DocuSign integration for now.
W-9 required for
Choose which vendor types must have a current W-9 on file.
W-9 enforcement
Choose how a missing or expired required W-9 affects payment.
License required for
Choose which vendor types must have an active license.
License enforcement
Choose how a missing or expired required license affects payment.
Block holds payment until the license is active or an operator overrides with a reason.
Payments over $250,000.00 are reviewed by BuilderPad before they send — usually by the end of the next business day.
Allow invoice due date
Capture and show a due date on invoices (read from the document on import). Drives AP aging and payment timing.
Set invoice date to system date
Use the date an invoice was added to inBuild as its invoice date, instead of the date printed on the document.
Billing period required
Require every invoice to be assigned to a billing period before it can be submitted or approved.
Lock invoices when the billing period is closed
Once a billing period is closed, block edits and new invoice assignments in that period.
Allow custom retainage
Let users set a custom retainage on individual invoice line items, overriding the project default.
Allow custom tax
Let users set and edit tax on individual invoice line items.
Do not allow overbilling
Block approval of invoices that bill more than the remaining contract balance.
Default change orders to in scope
New change-order line items default to ‘in scope’ instead of ‘out of scope’.
Allow costs from unapproved purchase orders
Permit applying PO costs to invoices before the purchase order is approved.
Allow costs from unapproved change orders
Permit applying change-order costs before the change order is approved.
Allow waiving the line-item total on approval
Permit approving an invoice whose line items don't reconcile to the total.
Auto-calculate change orders
Automatically recalculate change-order totals as line items change.
Require review before syncing to accounting
Hold invoices for review before they sync to QuickBooks or your ERP.
Auto-sync paid invoices to accounting
Push paid invoices to QuickBooks/ERP automatically without a manual export.
Set receipts as pending on upload
New receipts start in a pending state until someone reviews them.