I wanted to address an important issue we are facing with our current setup. We have successfully linked SCM with multiple systems, all of which have their own test environments. However, SCM itself does not offer a test environment, which renders...
When entering a sub invoice after selecting the subcontractor the menu does not limit the available job cost codes to the one that are only for that vendor. It has all available. This causes major accuracy issues when all job cost codes even outsi...
It would be great of the PO from SCM going into Intacct would populate fields like the Schedule dates or the Internal Issued by field with the employee who created the project.
When creating a report it is frustrating to see empty fields and having to go back to that specific line item to enter the data then create the report. An example of this is dates for submittals, If there could be an user friendly data entry cater...
Guest
about 2 hours ago
in Submittals
0
Needs review
Have the project manager assigned in SageCM sync to the project manager field when exported/created in SageIntacct. Similar to how project type in SageCM syncs to SageIntacct.
Need E-sign contact roles or titles, so we send to the correct person from e-sign screen
We need e-sign contact roles or titles to show in the drop down when selecting a signer, so we can send the document to the correct person from e-sign screen.
We are needing a way to have different contact roles within a subcontractors Contact Management profile. We need to designate who the subcontract signer, the invoice signer, and the lien waiver signers are. There is currently no way to know who ne...
Guest
13 days ago
in Contacts
0
Future consideration
0
Future consideration
