VisiPay help

Guides for getting set up and working on a project. If you cannot find what you need, email support@visipay.io.

• Getting started: from your invitation to your first project.
• The project timeline: every step a project moves through, who acts at each one, and the pay app loop.
• Export to QuickBooks or your accountant: saving a project's or your company's settled money as files for QuickBooks Online and your books.
• Connect QuickBooks Online: connecting your company's QuickBooks Online, choosing your accounts, and what VisiPay posts there and when.
• Signed lien waivers: requiring each payee to sign its lien waiver before a payment goes out, where a state requires it.
• Import your budget from Procore or Buildertrend: bringing a budget or schedule of values into a draft project's scope from a CSV or Excel file.
• Upload your contract: reading a draft project's schedule of values from its contract, choosing the lines to add, and the pages that are kept.
• Reading the Audit tab: what each pill and its color on a project's Audit tab mean, and opening an entry's detail.
• Exporting a project's audit trail: saving the audit trail your seat reads as a PDF and a CSV, with a file to check they are unchanged.
• Suppliers with lien rights: listing your suppliers with lien rights when you accept a project and on every pay application.
• Your company's suppliers: adding your suppliers once, editing and archiving them, and their notice dates and PO amounts on each project.
• Paying your suppliers: how a GC or a Sub pays a supplier straight from a pay application, what the supplier sees, and what the Owner sees.
• Change orders: adding a change order with several lines, its reason and number, editing or withdrawing it, and approving, rejecting and locking it.
• Prevailing wage projects: setting a project as a prevailing wage project, and filing certified payroll for each pay application.
• Your AI connections: what an AI you connect can and cannot do, signing in from it, and disconnecting it.
• What your AI can read: the address to give your AI, everything it can read, and why it may be refused.
• Scope notices: a Sub flagging a scope line that does not match its work, and the GC answering it.
• Email notifications: turning email off or on by category, the emails that are always sent, and giving teammates a copy.
• Settings: your profile, team and banks: your profile, your company's team and roles, removing a member, and changing a bank account.
• The money dials on your Dashboard: what each money dial on your Dashboard shows for your seat, and the report behind it that proves the figure.
• Reports: by contractor, transactions and retainage: what each Reports tab shows for your seat, the date range, the running total, retainage by party, and the downloads.
• Disputes: filing a dispute on one line, the four dispute types and who each is against, the amount on hold, and closing a dispute.
• Annual fee statements: the yearly PDF of the VisiPay fees your company paid, what it counts, and downloading it.
• Cancelling a project: how the Owner cancels a project, a test project included, and what a cancelled project keeps.
• The VisiPay API and webhooks: letting your own software read your projects and be told when a payment settles, with API keys and signed webhooks.