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Prime Invoice Payment Update Field

Prime Invoice - Accounting Status - Payment Updated Date field should be the date that the payment was actually received versus the date synced or date manually updated, i.e. deposit date in accounting system is 7/30/2024 but we didn't enter it in...
Guest 2 days ago in Accounting Link for Sage 100 Contractor / Accounting Link for Sage 300 CRE / Accounting Link for Sage Intacct / Prime Invoices / Subcontract Invoices / Vendor Bills 2 Future consideration

Pull quantities in from Excel/HCSS

We would like to pull quantities from a third party program or with an Excel import rather than manually updating the daily log.
Jenny Pewtherer 13 days ago in Daily Log (Daily Report) / Importing Excel Templates / Unit Price with Billed Quantity 3 Future consideration

Ability to add miscellaneous files to the file folders

Add a feature to store and share project-related files such as signed POs, contracts, subcontracts, etc. At the moment, we don't have any way of creating file folders. Use case: where do I keep signed contracts that was scanned and sent to me by o...
Guest 4 days ago in Document Viewer / Linked Files (Projects) 0 Future consideration

Change Orders for Vendor Invoices

The ability to issue change orders on purchase orders. Example: 3 month rental - need one more month, as opposed to creating a new PO - simply extend one month on the current with a CO. Same with material add-ons to orders. Etc.
Guest 4 months ago in Purchase Orders 1 Future consideration

Make budget modification button

Instead of creating a change order to move money around within a budget. Can you create a budget modification much like procore to move the money easier within cost codes.
Guest about 1 month ago in CO / Prime Contracts 0 Future consideration

Differentiate between Lead # and Project # for alerts on the SCM homepage

Currently the alerts section of the homepage has a column titled "Project #". When using checklists for example, it is not easy to distinguish if the number is however a lead # or project #. Ideally, there would be a separate column for project # ...
Carl Lyles 4 days ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Display lead/project number in header when working on Estimates, Subcontracts, etc

There are certain modules in SCM where the lead/project number are not visible in the web page's header. In working on an estimate for example, there is nothing on the webpage that shows which lead the estimate belongs to.
Carl Lyles 4 days ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 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 about 1 month ago in Drawings 2 Planned

Adding Outlook calendar invites to the Meeting Invitation

When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.
Guest 4 months ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

Back out Change order and Change Request after errored sync

When the client is importing a Change order to Intacct from SCM; if it errors out then it will not show the CO as posted, but it will still post and leave the Change Order and Change Request in Intacct. If the client makes the correction to the Ch...
Patrick Sheppard 18 days ago in Accounting Link for Sage Intacct 5 Planned