Overview
The Project-Level Non-Compliant Vendor Report gives your team a clear, project-by-project view of which vendors are currently out of compliance — and why. This report is designed to help project teams process subcontractor payments and follow up with vendors who have yet to submit their required compliance documents.
Each row in the report represents a single project and lists all vendors on that project who are currently non-compliant, along with the specific reason(s) for their non-compliance.
What's Included in the Report
Column | Description |
Project | The name of the project |
Non-Compliant Vendors | All vendors on the project currently out of compliance |
Reason(s) for Non-Compliance | The specific compliance requirement(s) the vendor has not met (e.g., missing COI, expired policy, missing endorsement) |
Automated Monthly Delivery
This report is automatically sent on the first Thursday of every month. The email goes out to designated recipients so project teams always have an up-to-date snapshot of non-compliant vendors heading into payment processing cycles.
💡 Tip: Use the monthly report to prioritize which subcontractors need outreach before payments are processed. Vendors listed in the report will need to submit their compliance documents before they can be marked compliant in Billy. |
Exporting the Report
You can export the Non-Compliant Vendor Report at any time as a CSV file for use in spreadsheets, payment systems, or internal workflows.
To export the report:
Navigate to Reports in the left-hand navigation.
Select Non-Compliant Vendors.
Click Export and choose CSV.
Frequently Asked Questions
When exactly is the report sent each month?
The report is delivered automatically on the first Thursday of each month. You do not need to manually trigger it.
Who receives the automated report email?
The report is sent to the designated recipients configured in your account settings. Contact your account administrator to update the distribution list.
What does it mean when a vendor shows a compliance reason?
The reason column reflects why Billy has flagged the vendor as non-compliant — for example, a missing certificate of insurance, an expired policy date, or a required endorsement that hasn't been submitted. The vendor will need to provide the relevant documentation before their status updates.
Can I run this report on demand, outside of the monthly schedule?
Yes. You can view and export the report at any time from the Reports section in Billy — you don't have to wait for the scheduled email.
📌 Need help? If you have questions about a specific vendor's compliance status or need to update report recipients, reach out to our support team via the chat bubble below. |