Compliance

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Add a field to subcontractor contracts to choose if contract is signed or pending

Add either a check mark or a drop down option with each subcontract that defaults to pending/unsigned and once we get a signed contract from the sub change it to signed. Add it as a column option to the sub invoice list so we can quickly scroll an...

Guest about 2 months ago in Compliance / Subcontracts 1 Future consideration

6 VOTE

Change Insurance Alerts to RED

It would be easier to see that insurance is out of compliance if it was red and in contrast to the rest of the system view.

Tamera Reckks 3 months ago in Compliance / UI User Interface Enhancements 1 Future consideration

14 VOTE

Automatic emails/notifications

Many ask for auto notifications of an email. Example email sub that COI expires in 7 days. Auto notification that their bill is due the 25th of the month. Auto email that a document RFI/submittal is past due. Many, many requests for these type of ...

Sue Parker over 1 year ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 Future consideration

7 VOTE

Prequalification

The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal...

Sue Parker 11 months ago in Companies / Compliance / ITB (Invitation to Bid) 6 Future consideration

1 VOTE

Automatic COI Email Alerts

As intacct can now send out automatical compliance emails on COI, this feature will defintiely begin to be a push for many Intacct Clients.

Guest about 2 months ago in Alerts and Calendars / Compliance / Notifications 0 Future consideration

3 VOTE

Insurance certificates bulk download

Before audits, we need to provide copies of the insurance certificates for a particular period. It would be great to have the ability to run a report and download a PDF version of the insurance certificates that are stored on Sage CM.

Guest 11 months ago in Companies / Compliance 1 Future consideration

4 VOTE

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.

Norman Wendl about 1 year ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration

3 VOTE

Lien Waiver Status Reports

Can we add a reporting section for Lien Waivers, inclusive of Subcontract/Vendor, amount, whether signed or not, amount of payment.

Guest 11 months ago in Compliance / Detail Report Templates 0 Future consideration

2 VOTE

Lien Waivers for DocuSign

Add Lien Waivers to available DocuSign list of documents

Sue Parker 9 months ago in Compliance / eSign (including DocuSign) / Lien Waiver 1 Future consideration

3 VOTE

Subcontractor and Supplier Performance Reviews

Ability to document performance reviews for subcontractors and suppliers listed in the Project Directory. This information could also be used as a filter criteria when adding vendors to an ITB.

Norman Wendl about 1 year ago in Companies / Compliance / Custom Definable Entry Screens / ITB (Invitation to Bid) 4 Future consideration

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