May 05, 2021
Users are able to record UCC filings related to their projects. Within the Collateral menu > non real estate collateral type record > Lien Recording tab, check off the UCC Filing box to open up recording information fields.
- If Type is set to Initial Filing, then after entering a Filing Date and tabbing out, the Expiration Date will auto-populate to a date 5 years from Filing Date. If Type is set to any other option, the Expiration Date will not auto-populate
- User can track the Expiration Date by running reports or adding ticklers (click Add Tickler button)
System reports that track UCC expiration dates:
Report fields that can be used to create your own custom report: