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Simplify the navigation

For instance, why is there not an option on a CPR to convert to a CO, same thing with PO's to Invoices etc. Also, just the overall navigation, from many customers, is that there are so many clicks. Suggestion would be to rearrange the layout. Crea...
Guest about 11 hours ago in User Interface 0 Needs review

Export linked files for Bills and Sub Invoice to Accounting package

If someone wants to see a copy of the Bill or SubInvoice in their Financial system they have to add it there causing double handling when its already been added into SageCM. Its a very common feature where most other systems will attach copies of ...
Tim Smith 7 days ago in Accounting Links 0 Needs review

Add equipment type to equipment item import

Currently when you import equipment items they all come in as rented, you have to go into each item through the ui and change them to owned
Jack Speshock 7 days ago in Equipment Items 0 Needs review

'Prime Contract Invoice Wizard' - view by Owner Code

It would be great to have the feature within the 'prime contract invoice wizard' to be able to fill out the 'Current Work' or 'Current Stored' or 'Complete' percentage by Owner Code, Currently on the "add prime contract original items and COs" you...
Joe Corcoran 21 days ago in Prime Invoices 0 Needs review

Link SCM Work Orders to Sage300 Extras

Can you use the SCM Work Order field to populate and/or link to Sage300 Extras? For timecards, the work order field would populate the extra field. Also, when a work order is setup in SCM could it create the extra in Sage300? When an extra is setu...
Deb Kauffman 13 days ago in Accounting Link for Sage 300 CRE 0 Needs review

Allow Financial Administrator role to unlock transactions

Currently only users with "Administrator" role can unlock locked transactions. Would be nice if the Financial Administrator role could also do this. For example if there is an error when a transaction is exported they are not able to unlock the tr...
Jack Speshock 5 days ago in User Security Roles 0 Needs review

Add labor timecards to Work Order from Mobile app

On the browser you can import labor time cards to a work order, would like this same functionality in the mobile app
Jack Speshock 7 days ago in Sage CM Mobile 0 Needs review

Internal Access to Specific Projects

Clients want to be able for their internal team to be able to view specific projects and not have access to viewing all projects by having the feature access. Needs to be more limitations to the internal view.
Guest about 2 months ago in Projects / User Properties / User Security Roles 1 Already exists

Ability to have a consultant login for client sites

After multiple implementations with clients we have some comments/concerns about the current way we have to gain access to our client's environments. In order to help our clients with system setup and training we need to have access into their sys...
Adrianna Johnson about 1 year ago in User Properties / User Security Roles 2 Future consideration

Drawing management

Please consider getting our drawings management inline with PlanGrid/Autodesk or Procore. Features such as drawings revisions,overlay,puchlist tag/RFI tag is essential in managing multiple revisions for us and our project teams.
ron colindres 9 months ago in Drawings 2 Planned