Feature: Review Business Classification Certificates (21.9.0.0)

For projects using Business Classification Tracking, we have made the process to review and approve classification certificates easier. Subcontractors and Sub-tiers will be prompted to submit their own certificates, and there is a new page for seeing all the certificates in one place!

The new Review Business Classifications page allows you to see certificates for Subcontractors and Sub-tiers. These certificates are also visible from the Details tab on the Business Classification Tracking page. Subcontractors will be notified when certificates expire.

As a Subcontractor, you'll see a new Certificates step in invoicing workflow asking you to upload certificates for yourself and your Sub-tiers. The request to upload certificates is displayed only if you having missing or expired certificates. At any time you can view all your certificates from the Review Business Classifications page.

See Review Business Classifications for more information on this feature.