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Client Contract Admin

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Allow for editing of select fields in Prime Contract when "locked"

It would be desirable to edit select fields in the prime contract even after the contract has posted to intacct and "locked". Examples of such fields include the "Start and Finish Dates" the "actual" dates will generally be updated after the contr...
Carl Lyles 7 months ago in Accounting Link for Sage Intacct / Prime Contracts 6 Shipped

Prime Contracts - Add new field for customer PO #

No description provided
Norman Wendl 8 months ago in Custom definable Fields / Prime Contracts 5 Shipped

120 min time limit for Team Link

Please remove the 120 min teamlink access. Not everyone is at a place to jump in and we have to resend multiple times.
Guest 6 months ago in Client Contract Admin / Teamlink Portal (General) 1 Shipped

Being able to skip all estimates

Being able to skip estimates for example client that does not utilize estimates in Intacct and having the ability to skip in SCM when posting. Currently forces you to post estimate for inital posting.
Ariel Johannes 3 months ago in Accounting Link for Sage Intacct / Prime Contracts 6 Shipped

Mobile App - Add CPR Option

Field personnel using the mobile app need the functionality to add this change request from their phones on the mobile app.
Sue Parker over 1 year ago in CPR / Mobile - Android / Mobile - Apple 0 Shipped

Deleting of multiple Owner Codes (Bulk Action option requested)

If you need to remove Owner Codes from a Project, there is no multiple-select option; it is a one-by-one deletion.
Adam Clark over 1 year ago in Job Cost Codes / UI User Interface Enhancements 9 Shipped

Default CPR/CO Markups - New calculations based on resource costs

Add the option to assign CPR or CO markups at the cost resource (cost type) level instead of the cost code level. This option is available in Sage 300 CRE PJ module and customer could have different markups for the same cost code depending on if i...
Jack Speshock about 1 year ago in CO / CPR 2 Shipped

Add Owner Code Column in Billing Items for Prime Invoicing

Can we add a column to view what Owner codes are associated with the items when doing the Prime Invoices? It would save a lot of time to see which items "roll" to the owner code when billing without having to research that.
Guest 8 months ago in Prime Invoices 7 Shipped