Please add integration for any attachments that are uploaded in SCM to download into Intacct. Having to upload them twice is redundant and causes a lot of extra work that can be automatized. Sage has other products that do this already like FYLE t...
Export linked files for Bills and Sub Invoice to Accounting package
If someone wants to see a copy of the Bill or SubInvoice in their Financial system they have to add it there causing double handling when its already been added into SageCM. Its a very common feature where most other systems will attach copies of ...
I am unaware of the correct software/computer lingo involved to fix our problem but i do know some other construction software's have mastered the photo upload download capability. Currently you can only upload a certain amount of photos at a time...
Export RFI PDF with linked files (photos, plan sketches, etc)
We add linked photos with mark-ups to an RFI in Sage. It would be helpful if Sage could export the RFI document itself along with the linked files as one document. Some project partners don't want to have a Sage login, and it takes multiple steps ...
Can the default action when clicking linked files be 'view' instead of opening a properties page? The properties page can be moved to the 3-dot menu. The screenshot is from a bill, but this is equally applicable to other attachments/documents.
Add Approver/Rejector Name and Date to stamp in drawings
Currently, the stamp in drawings is just a box with text that says "Approved","Rejected", etc. Can we also have it show the details of who approved/rejected as well as a timestamp?