Tracking Preliminary Notices

Guide Steps

Navigate to the Loans > Legal > Preliminary Notices tab for the desired loan/project and click the Edit button

  1. Select the Vendor who gets paid
  2. Select the Vendor who is sending the notice and the Date
  3. Enter in the Amount of the notice
  4. This purple triangle shows more information – breakdown the notice by budget code or enter any notes
  5. This purple triangle opens up the area to upload a file tied to this notice
  6. 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



Guide Screenshot Reference