We recently added a mechanism to configure the invoice pattern for invoices approved in GCPay and synced to Sage Intacct. Various data elements (i.e. contract number, AFP number, project name, date, etc.) can be configured according to client preference. This means integrated users can create compliance requirements, which GCPay will automatically pull into the platform, where they can be tracked and managed, thus eliminating the need for double entry in both platforms.
We also provide some customization of invoice patterns for Sage 300 and Viewpoint Vista ERP users via the integrator application used for those platforms. In the future, we’ll extend this functionality to other SaaS accounting platforms we support, including Acumatica, CMiC, and Procore.
If you’re interested in learning more about invoice pattern options , please reach out to our support team for further information.
Automating Documentation and Compliance with Custom Project Settings
GCPay users can customize just how they require documents from subcontractors on individual projects. First, in Project Settings, identify the Compliance, Required Documents, or Check List items that you would like to require from subcontractors on a particular project. Then, it’s important to know which role/permission is set up to add required documents so they can begin doing so for each pay app submitted. Required Documents and Required Check List Items are typically setup by Admins, Accounting, Compliance Officer(s), and Lien Officer(s) at the company level, and Editors and Reviewers at the project level.
For subcontractors, they will see an error in a pay application submission that reminds them a document is missing so they can complete the requirement before being able to submit the application. This feature helps GCs manage documentation automatically without having to communicate to each sub on every pay app for all projects to keep the documentation current.
For steps on setting up required documents for subcontractors, click the button below.
Reminder tip:Project Settings cannot be cloned (there’s an enhancement that would allow for this that was never deployed), but rather can be inherited from the company level Default Settings.
Exhibiting at industry trade shows and conferences helped build the foundation of the GCPay customer base. These shows give us an opportunity to be visible within the industry and reinforce our credibility as a strong, successful software application for managing subcontractor payments. There’s nothing better than being in that exciting face-to-face setting to meet new prospects and visit with our current customers to reinforce the valuable benefits of GCPay!
As we continue to invest in growing the GCPay business, we are continuing our participation in conferences to fortify that growth, attract attention and new customers to our product, and help us strengthen the bond we have with current customers like you. So, if you are planning to take advantage of the discovery, networking, and education that industry conferences have to offer, we’d love to see you at any of these below, where we’ll be looking forward to chatting with you about your GCPay experience (and we'll have some swag for you, too)!
Here's where you can find us:
May 18 to 22: Construction Finance Management Association (CFMA) Conference, Grapevine, TX
June 4 to 7:TUG (Timberline User Group) Conference, Miami, FL
Oct. 15 to 17: Autodesk University, San Diego, CA
Nov. 20 to 21:Procore Groundbreak, Denver, CO
Nov. 10 to 13:CMiC Connect, Miami, FL
Nov. 11 to 13: Trimble Dimensions, Las Vegas NV
The Latest G2 Reviews Are In!
We are excited and proud to announce that we've been awarded a record 23 badges from G2 in their Spring 2024 Reports -the most we've ever received! G2 is the largest product review site where software users come to give their honest opinion about their experience with GCPay.
Here are just some of the top rankings we received:
And, here's what a couple of our latest reviews had to say:
"I like how user friendly it is. It is easy for all users. I've used it as a Subcontractor submitting billing. Now, I work for a GC. It is simple and organized. Their Customer Support is great. Their settings are easily understandable. The Compliance dashboard integrates with our ERP software and makes the information much more presentable and visible. Some Subs are less sophisticated and not as computer savvy but this is easy enough for everyone to use." -- Leah M.
"Here's what I like best about GCPay: Customer Service is top-notch and always available. The ease of being able to control when subcontractors can bill. Our subs cannot bill until they are fully compliant. Being able to reject an invoice or waiver and being able to leave them a reason way immediately." -- Lori W.
To learn more about G2 and leave your review of GCPay, click the button below.
![Clients are Saying GCPayExchange_eNews_Graphics_ClientsAreSaying[51]](https://wwvv.gcpay.com/hs-fs/hubfs/Clients%20are%20Saying%20GCPayExchange_eNews_Graphics_ClientsAreSaying%5B51%5D.png?upscale=true&width=620&upscale=true&name=Clients%20are%20Saying%20GCPayExchange_eNews_Graphics_ClientsAreSaying%5B51%5D.png)
