Guide Steps
Navigate to the Loans > Legal > Preliminary Notices tab for the desired loan/project and click the Edit button
- Select the Vendor who gets paid
- Select the Vendor who is sending the notice and the Date
- Enter in the Amount of the notice
- This purple triangle shows more information – breakdown the notice by budget code or enter any notes
- This purple triangle opens up the area to upload a file tied to this notice
- Check the Rcvd Final Release checkbox if it is final
Can create multiple releases/notices tied to the same vendor
When done click the Accept button
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