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Permit Expiration added to Permit List Columns

Permit expiration is not a column that can be added to the Permits list inside Projects. This is the most important information regarding permits for clients, why would this not be a field to choose as a column.
Renee Thomas 5 days ago in Permits 0 Needs review

Expand Mileage Feature to allow push to QBO or other linked Accounting programs

It would be helpful if you could expand the Mileage feature under Time & Expenses to allow a push to either a "Supplier Bill", or, preferably, directly to the Employee Payroll Item as a matching reimbursement field. Some ideas: Add a mileage...
Audrey Peebles about 13 hours ago in Accounting Link for QuickBooks Online 0 Needs review

ITB Access Portal Documents View

In Leads under "Drawings" which we organized the drawing titles which we renamed to name "Addendum1" . When we link the documents to the Access Portal to the Vendors the renamed titles and Drawing numbers are not noted. In the Access Portal the do...
Guest about 14 hours ago in ITB (Invitation to Bid) 0 Needs review

Lead Drawings/Specifications Uploads

Some bigger projects have multiple folder/documents(Docs, PDF, CAD). if we were able to organize subfolders within the Drawings/Specifications section under Leads it will be easier navigate for the vendors
Guest about 15 hours ago in Drawings, Specifications & ITBs 0 Needs review

Leads - ITB General Messages

When sending out a General Message to the bidders, we would require an option to attach files to that message to reference (Addendums)
Guest 5 days ago in Leads 0 Needs review

Audit Log for Submittal edits

Architects can edit responses and eliminate the previous history of the first response issued. Can not track appropriately when responses are received if they can be changed at a later date. This is dangerous because if we go off the original resp...
Bryan Shirota 12 days ago in Submittals 0 Needs review

Email Response for Entire UI

Have the ability to view and reply to anything within SCM through Outlook or Email without having to click into the Portal or SCM. Also consider an approval button that could act as a virtual signature/approval via email.
Tamera Reckks 14 days ago in UI User Interface Enhancements 0 Needs review

Project Bidding Open to Everyone

Once a Lead or Project is created, it would be nice to have the option to post the project to a general hub where everyone who has Sage would be able to view the project and submit a bid if they are interested. This would be beneficial to both par...
Guest 6 days ago in Estimating, RFP, Proposals (Pre-Construction) 0 Needs review

report for transactions that need to be sent into intacct

A report you can pull that pulls everything in the accounting link that needs to be posted over by project
Victoria McCullough 13 days ago in Log Style Reports 0 Needs review

Add superintendent to contact options on project

Several clients have asked for this as the superintendent is a key requirement on reporting and filtering.
Matthew Carlisle 4 months ago in Contracts and Procurement Workflow / Project Directory / Projects 1 Future consideration