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Restrict Vendor add during to intacct when co setting is Intacct to SCM

The system has auto created a new vendor in Intacct when coming from SCM. The company setting is for vendors to come from Intacct, so it should not be possible for a vendor to be added from a sync from SCM.
Joey Gross about 14 hours ago in  0 Needs review

Report view - Scroll vs Click to next page

Allow for the full report to display and be able to scroll through vs a limited window of data that needs to be clicked through.
Joey Gross about 19 hours ago in Reporting / Analytics 0 Needs review

Allow both crew and individual Time clock in and editing

The ability to use both crew and individual time would be helpful. We have a mix of employees that don't fit into a box and we could like for individual to clock time, but for a foreman or crew leader to be able to view and or modify the time codi...
Joey Gross 3 days ago in Time & Expense Workflow 0 Needs review

Send message if clocked in longer than a set amount of time

It would be great if the system could message someone if they have been clocked in more than an amount of time set in the background, such as 8, 10 or twelve hours. It will currently clock time for the entire day.
Joey Gross 3 days ago in Time & Expense Workflow 0 Needs review

Set Specific Time Fields as Required

There are certain fields we would like to require our employees to complete, for example, Job, Cost Code and Notes. It would be great to have the ability to check in the background if a field is required or optional.
Joey Gross 3 days ago in Time & Expense Workflow 0 Needs review

Sage CM Notifications - SCO & POCO

Include better details with email transaction posting status. See example attached. There is no reference to which PO this POCO #2 relates to.
Logan Strouse 4 days ago in PO CO, POCO, Purchase Order Change Order 0 Needs review

Auto Populate Transmittal from Submittal

Most Submittals need Transmittals so we need an Auto Population to remove duplicate entry.
Renee Thomas 4 days ago in Transmittals 0 Needs review

Have Locations set up Time Cards Cost and Sell Rates

Similar to Location Rates being used in both Estimates and Timecards on Equiptment. Can we get the same function for Timecard Rates so updating is less of a heavy lift.
Renee Thomas 30 days ago in HR, Time, and Expenses / Labor / Craft Codes / Labor Items / Labor Timecards 1 Already exists

Add TeamLink Users Permissions to see Additional Photo information

The Photo information fields should be viewable by Teamlink Users base on their Role Permissions. Right now only the photo alone can be viewed.
Renee Thomas 16 days ago in Teamlink Portal (General) 0 Needs review

Setting Default Views by User

Especially with the new updates, we need the ability to choose the default view we prefer, instead of the default view that the company has selected. Ideally, each individual user would be able to set the default view (and filters) they would like...
Tim Willie 2 months ago in User Properties 0 Needs review