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AccountingLink: full detail of Items in Purchase Order syncing

When submitting Purchase Orders to vendors, it is more commonly needed to have full detail of items needed for the Purchase Order rather than a summary of items by cost code. It would also be beneficial for this information to sync to the ERP syst...
Guest 2 days ago in Accounting Link for Sage Intacct 1 Needs review

Photos Upload in the App

when pictures are failing to upload due to bad connection, the entire upload is canceled. When this happens in Procore, the pictures go in the queue and are uploaded when connection is restored or connection is better. We are wondering why and/or ...
Guest 6 days ago in  0 Needs review

Report that shows Unbillable Items on the project

It would be great if there was a simple report to run that shows a projects bills and if they were billable or unbillable to the client.
Guest about 10 hours ago in Reporting / Analytics 0 Needs review

Submittals from Spec Book

Most softwares, like procore and expedition, have the capability to generate submittal logs from a spec book, sage should have this too. In sage's case, we should be able to upload the spec book and the software should generate submittal packages ...
Cali Huys DS Constructors, LLC 1 day ago in Submittals 0 Needs review

Merge Lead Page and Project page for streamline Lead-Estimate-Project Creation

I think it would be simpler to create the project from the lead page. I should be able to create a lead, then estimate, then project.. but instead i have to create the project separately then reference the lead and/or estimate.
Guest 7 days ago in Projects 0 Needs review

Gov./Tax ID sync to QuickBooks Business ID No./Social Security No.

When a new vendor/subcontractor is created in SCM, it would be nice if we add their Tax ID number in this area to have it sync into QuickBooks > Additional Info > Business ID No./Social Security No. with the rest of the companies information.
Megan Zwart 3 days ago in Accounting Link for QuickBooks Online 0 Needs review

Simplified and Integrated Digital Signature for clients

It would be nice for businesses that do small jobs frequently to have a more simplified process for signature integrated into Sage. For example, we use sub contractors on jobs that are frequent in occurrence. If the Team link could incorporate a d...
Guest 7 days ago in  0 Needs review

Track Chamges/Edits

Provide a tab listing edits and changes to fields across the various forms- Example- a Superintendent accidentally deletes or modifies field in a CPR, thus changing key financials- Currently no record exists of these changes, leading to many poten...
Guest 9 days ago in  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 about 1 month ago in Submittals 0 Needs review

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 27 days ago in Permits 0 Needs review