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Certificate of conformity and receipt

In order to closely monitor the compliance of your subcontractors, there is already a field in Collabox reserved for certificate from Revenu Québec in the supplier form. We wanted to allow you to ensure even closer monitoring of the people with whom you deal by adding two new sections, this time in the order forms since they are closely linked to them: the receipt and the certificate of compliance (CCQ -CNESST).

Let’s take a closer look.

New sections

Go to the module Management .

Collabox horizontal menu

Open the page Purchase order .

Collabox vertical menu

Click on the order form to which you wish to add a certificate or receipt. Under the tab Info , you will find the new sections that interest you.

Page Updating a purchase order

As you can see, in sections 1 and 2 there is space to write down the date the documents were requested and the date they were received. As for the boxes to be checked, they indicate whether the discharge is denounced and whether the certificate or discharge is required. Section 3 makes it possible to note that the subcontractor’s file is in order with the authorities concerned.

New pictograms

By checking the options corresponding to the required documents (sections 1 and 2), small pictograms will appear on the order form list page. Just like the certificate from Revenu Québec, each document has its pictogram visible in the list of purchase orders (module Management ). Its presence indicates that the document is needed. The yellow dot corresponds to the certificate from Revenu Québec; blue, to the certificate of conformity (CCQ-CNESST); the green, on receipt.

Page List of purchase orders

Would you like to refresh your memory on the dynamics between purchase orders and disbursements? Read this article !

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