The Lien report displays the list of lien documents by account. It displays the date SupplyPro received the lien document and allows the user to view lien document PDF for signed and unsigned documents.

Report Filters

Account – Displays the list of accounts to which the user is assigned. Selecting an account refreshes the Subdivision filter with a list of subdivisions from the selected account.

Subdivision – Displays the list of subdivisions in the selected account. Selecting a subdivision refreshes the Job Address filter with jobs from that subdivision.

Job Address – Displays the list of jobs in the selected subdivision.

Doc Status – Choose to display 'Signed' documents, 'Unsigned' documents, or all documents.

Queued – Choose 'Yes' to display only documents in the queue. Choose 'No' to display all documents not in the queue. Or, choose to view 'All Documents.'

Auto Processed – 'Yes' will display only documents that are set to the payment trigger and have already been processed. (Documents in the queue will appear on the report after they are processed). 'No' will display only documents that are manually processed. 'All Documents' displays all documents regardless of how they were processed.

Recurring Doc – Lists all recurring docs set up for the selected division, including deleted recurring docs. Filter by one recurring doc or all recurring docs.

Report Columns

Account – Display the name of the builder account.

Subdivision – Displays the name of the subdivision.

Job Address – Display the job address for which the lien document was created.

Lot/Block – Displays the lot/block of the job.

Recurring Doc Name – Display the name of the recurring doc.

Queue – Displays 'Y' or 'N' if the document is in the queue or not.

Date Received – Displays the date SupplyPro received the lien document.

Date Signed – Display the date the supplier electronically signed the document. If the document has not been signed, the column is left blank.

View Doc – Click on the View link to view the lien document PDF. If the document status is 'Unsigned,' the PDF displays the words "For Review Only" across the document. If the document is 'Signed,' the PDF displays the name of the user who electronically signed the document and the date it was signed in the bottom left of the document.