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Back out Change order and Change Request after errored sync

When the client is importing a Change order to Intacct from SCM; if it errors out then it will not show the CO as posted, but it will still post and leave the Change Order and Change Request in Intacct. If the client makes the correction to the Ch...
Patrick Sheppard 15 days ago in Accounting Link for Sage Intacct 5 Planned

Drawing management

Please consider getting our drawings management inline with PlanGrid/Autodesk or Procore. Features such as drawings revisions,overlay,puchlist tag/RFI tag is essential in managing multiple revisions for us and our project teams.
ron colindres about 1 month ago in Drawings 2 Planned

Quickly adding or duplicating multiple items to an estimate

It would be extremely helpful to have a way to add or duplicate multiple work-items to an estimate at once. For example, if we need to add 5 work-items with the same item code but different descriptions (i.e sizes, R-values, finish etc) to an esti...
greg shock about 1 month ago in Estimating, RFP, Proposals (Pre-Construction) 0 Planned

Cost Budgets & Budget Revisions Sage CM to Intacct

It would be very useful to be able to revise a Budget in CM and have it directly shared with Intacct and be able to track revisions made throughout the project without having to do this as a change order. If we were to need to share a change order...
Molly Toledo 6 months ago in Accounting Link for Sage Intacct / CO 0 Planned

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 11 months ago in Prime Invoices / Subcontract Invoices 6 Planned

Sage Intacct - Compliance Integration

No description provided
Jack Speshock 4 months ago in Accounting Link for Sage Intacct / Companies / Compliance 0 Planned

Photo size/orientation

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...
Mike Just about 1 month ago in Document Viewer / Mobile - Android / Mobile - Apple / Photos 0 Planned

Automated notifications of new or updated drawings

When new drawings are added to a project or updated drawings are uploaded there should be an automated notification that is sent to members of the project directory who have a teamlink role assigned.
Jack Speshock 6 months ago in Drawings / Notifications 2 Planned

Allow for filtering/reorganization of Kanban style Lead View

We're excited to see the new Kanban view! Currently, the stages in KanBan style lead view are ordered alphabetically from right to left. Some users may prefer this ordering; however, I would prefer to have the stages in order of lead stage (ie. mi...
Carl Lyles about 2 months ago in BI Summary Dashboards / Lead Stages / Leads (Active or Intactive) 2 Planned

Special Variable that Allows for use on "Quantity" input when adding Work Assembly Item to Estimate

There is currently no way to utilize the "quantity" that is input by the user when adding a work assembly item to an estimate. Ideally, there would be a special variable (similar to WAQty and EstQty) that would allow for the use of this quantity i...
Carl Lyles 4 months ago in Estimating Items / Work Assemblies 5 Planned