My ideas: Detail Financial Analytic Reports

The WIP report embedded in the WIP dashboard needs to be an analytic report on the list by itself please.

Clients have expressed wanting better revenue forecasting within SCM. They would like to see the expected revenue for future months, pull in the expected revenue from active projects and the expected revenue from active leads based on the estimate...

It would be very very useful to be able to view ALL costs to date on a project in the same manner one can view the invoiced-to-date, without having to dig through a plethora of complicated reports or analytics that almost work but don't. It is not...

Add reports and analytics to the favorites

All Sage CM customers in Canada, UK, Australia, NZ and others - DO NOT include GST - VAT as a Cost to a Job. This would also apply to Sage Intacct.

There is a lack of simple standard everyday use reports. Creating custom reports is a near impossible task unless you have hours to build them. Quickbooks has a "contributed reports" section where you can download and build off of other users crea...

New Options in red. Revised CPR Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Revised CO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Acti...

Currently, project specific locations can be used on an estimate only. However, it would be nice to copy these locations to the project side via the contract admin setup wizard. This would facilitate a new set of job cost reports by location.

New Options in red. Revised Prime Contract Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Activity Complete Approved and Closed Revised Subcontract Status Options: Draft Pending Submiss...

Not all reports can be generated without Tax. In Canada, we do not include tax in job cost reporting. So when tax is included in the revenue reports, but not in the cost reports, it causes confusion and/or lots of messing around in Excel to get al...