My ideas: Prime Invoices

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...

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...

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.

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...

It would be great to have the feature within the 'prime contract invoice wizard' to be able to fill out the 'Current Work' or 'Current Stored' or 'Complete' percentage by Owner Code, Currently on the "add prime contract original items and COs" you...

Have the ability to adjust the amount due to rounding differences. Currently, you can only adjust the percentage held on the total invoice but it then calculates and rounds per job cost code so you can end up with a rounding difference. This ideal...

Posting the SCM, SOV down to Sage Intacct's project contract lines using the line items, and not grouping by cost/ owner/ division/ major codes, would benefit the client in the following ways. Client will be able to apply CO to the SOV task with...

Most contracts in New Zealand and Australia that have retention held are not a flat percentage being held across the contract. The common rules are NZ 10% up to $200,000 then 5% next $800,000 and 1.75% next $8,000,000 then nothing after that AUS 1...

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 ...

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...