Skip to main content
Share / Export

Subcontract Ledger overview

The Subcontract Ledger (SL) module manages subcontract commitments. It is similar to purchase orders, with extras such as item-level retainage, add-ons, compliance tracking, and change orders.

Typical flow​

  1. Configure SL Company Parameters (audit options and batch reports).
  2. Enter subcontracts in SL Subcontract Entry (vendor, job, items, retainage, compliance group).
  3. Track compliance and adjust retainage or add-ons as needed.
  4. Enter change orders in SL Change Order Entry when the subcontract changes.
  5. Optionally use SL Worksheet to send monthly invoiced amounts to AP.

Before you use SL​

  • Vendors exist in AP.
  • Jobs, phases, and cost types are set up for commitments.
  • Compliance groups/codes are defined if you track insurance and similar requirements.