Tag

compliance

6 articles tagged with "compliance".

Industry GuideFeb 12, 2026

Construction AP: Managing Retainage and Lien Waivers

Construction invoicing is uniquely complex. Learn how to handle retainage schedules, conditional lien waivers, and AIA pay applications.

Marcus Reyes10 min read

Best PracticesFeb 28, 2026

Document Retention for Contractors: How Long to Keep What

Construction documents have unusually long useful lives. Project records may be needed for warranty claims ten years later. Tax records have federal and state retention requirements. Employment records have their own rules. OSHA records have specific five- and thirty-year rules. A written document retention policy keeps contractors compliant, litigation-ready, and storage-efficient.

Jordan Patel7 min read

Industry GuideMay 11, 2026

Unclaimed Property and Escheatment for Contractors

Every uncashed subcontractor check, expired retainage check, and stale payroll check on a contractor's books is unclaimed property the company is legally required to report and remit to the state. Contractors are a high-risk profile for escheatment audits — high volume of small checks, constant address churn, and multi-state work. Here is how the rules work and how to keep outstanding checks from becoming an audit liability.

Jordan Patel8 min read

Industry GuideMay 5, 2026

Subcontractor Prequalification: A Practical Guide for AP and Project Teams

Prequalification decides which subcontractors are allowed onto your projects — and it directly shapes how much risk lands in accounts payable later. Here is how to build a prequalification process that protects margins without slowing the bid.

Marcus Reyes8 min read

Industry GuideMay 9, 2026

Tracking Lien and Preliminary-Notice Deadlines

Mechanic's lien rights are governed by hard deadlines that vary by state — and missing one can forfeit a contractor's strongest collection tool. Here is how to treat lien and preliminary-notice deadlines as tracked data instead of tribal knowledge.

Jordan Patel8 min read

Best PracticesMay 10, 2026

Building a Defensible Audit Trail for Construction AP

When an auditor, a lender, or a dispute asks who approved a payment and why, 'I think Dave handled it' is not an answer. A defensible audit trail makes every AP decision reconstructable years later. Here is how to build one.

Jordan Patel7 min read

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Construction AP: Managing Retainage and Lien Waivers

Document Retention for Contractors: How Long to Keep What

Unclaimed Property and Escheatment for Contractors

Subcontractor Prequalification: A Practical Guide for AP and Project Teams

Tracking Lien and Preliminary-Notice Deadlines

Building a Defensible Audit Trail for Construction AP

Make construction APpay-ready.

Construction AP: Managing Retainage and Lien Waivers

Document Retention for Contractors: How Long to Keep What

Unclaimed Property and Escheatment for Contractors

Subcontractor Prequalification: A Practical Guide for AP and Project Teams

Tracking Lien and Preliminary-Notice Deadlines

Building a Defensible Audit Trail for Construction AP

Make construction APpay-ready.

Make construction AP
pay-ready.

Make construction AP
pay-ready.