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Prime Invoices

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Create Prime Invoice by Owner Code

It would be very helpful to be able to create a prime invoice by owner code instead of cost code. Sometimes there are several items within one owner code and it would be very helpful to see them all grouped together when creating the prime invoice...
Guest about 1 month ago in Prime Invoices 3 Already exists

Prime Invoice Grouped by Owner Code

For both Cost plus contract types types could another option be added for grouping Cost plus Prime Invoices by Owner Code After the planned Feb2025 update it would be the only summing/grouping type that wouldn't have both options. Merge table/fiel...
Tim Smith 3 months ago in Cost Plus With GMP / Cost Plus Without GMP / Prime Invoices 0 Future consideration

Restrict sending of POs, Subcontracts, Prime Invoices, SCOs, etc prior to approval

With workflow enabled, it is still possible to download and/or send POs, Subcontracts, SCOs, etc prior to approval. Ideally, the ability to download and send these documents would be restricted until approved.
Carl Lyles 8 months ago in CO / Contracts and Procurement Workflow / CPR / Prime Contracts / Prime Invoices / Purchase Orders / SCO / Subcontracts 5 Future consideration

Prime Invoices & Sub Invoices - Ability to Assign Retainage % to specific job cost codes

Currently, when creating a prime invoice, it assumes a specific retainage for each line item. We have items, like General Conditions, Contractor fee, Arizona TPT tax, where retainage is NOT held. This prevents us from using the Prime invoice featu...
Trina Lapena over 1 year ago in Prime Invoices / Subcontract Invoices 6 Planned

Sage Intacct GL Posting Date from SCM Bills

Currently when syncing an invoice to Sage Intacct from SCM, the GL Posting date field is populated with the Invoice Date. This can be an issue if a Client has closed that period already. It would be helpful to add a setting in posting preferences ...
Adam Clark 4 months ago in Prime Invoices / Purchase Orders / Subcontract Invoices / Vendor Bills 3 Future consideration

Cost Plus Invoicing using ERP cost records

This would be beneficial for those who dont process invoices within SCM but rather use the Accounting software. So the ability to bring in ERP costs into a Cost plus invoice would be great!
Guest 25 days ago in Accounting Link for Sage Intacct / Prime Invoices 2 Future consideration

Prime Retainage Options

There needs to be an option to select the amount of retainage for each line on the prime rather then the all or nothing option selected before hand. Each prime line is different and one may have retainage while another line may not.
Guest 6 months ago in Job Cost Codes / Prime Invoices / Retention Retainage Holdback 1 Future consideration

Ability to add new client contact when creating Prime Invoice

When creating a prime invoice it would be helpful to add a new client contact, instead of having to go back to the prime contract or to contact management
Gaylene Underwood 3 months ago in Contacts / Prime Invoices / UI User Interface Enhancements 2 Future consideration

Prime Contract Status visible in Accounting Link "Primes Ready for Posting"

We are very excited about the August 2024 release, and the ability to send the prime contract separate from the project. As per the release notes, this is especially important when updates to the prime contract are to be made. Having the ability t...
Carl Lyles 9 months ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 3 Future consideration

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 5 months ago in Prime Invoices / Subcontract Invoices / Vendor Bills 3 Future consideration