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Tax on Gross Invoice

Sage Intacct taxes on gross invoice and specifically Washington it is Law to tax on the Gross Invoice amount. In order to have SCM invoices and Intacct Invoices match this needs to be updated.
Tamera Reckks 20 days ago in  2 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 6 months ago in Drawings 2 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 10 months ago in Accounting Link for Sage Intacct / CO 2 Planned

Daily log upload a custom email template

Currently there is no ability to upload a custom email template for a daily log. For every other module where you have the ability to email from, you can do a custom email template to match your company's desired font, signature, logo etc but with...
Tim Smith 3 months ago in Daily Log (Daily Report) / Email Templates (includes custom template) 1 Planned

Issue a credit against a Subcontract/ PO line item

Issue: Client is being issued a credit from a subcontractor after line has been billed 100% Intacct will not allow you to input a negative value against a positive line item (for the credit) Since SCM combines all cost codes during the sync, we ca...
Patrick Sheppard 3 months ago in Accounting Link for Sage Intacct 2 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 over 1 year ago in Prime Invoices / Subcontract Invoices 6 Planned

Have the Gov/Tax ID in the company information sync to the Vendor/ Customer Tax ID section in Intacct

When a client is synching Vendors (created in SCM) to Intacct, they are adding in the Gov/Tax ID expecting it to sync in with the rest of the information put into the company. Once the Vendor is created in Intacct, it will leave off the Tax ID sec...
Patrick Sheppard 3 months ago in Accounting Link for Sage Intacct 2 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 10 months ago in Drawings / Notifications 2 Planned

Adding Insurance and License documents via Teamlink links Files Incorrectly

When you link a file in the TeamLink Portal under Insurance, It does not show up under insurance, but instead under Classification (see attached word doc)
Guest 3 months ago in TeamLink Portal 0 Planned

Sage Intacct - Compliance Integration

No description provided
Jack Speshock 8 months ago in Accounting Link for Sage Intacct / Companies / Compliance 0 Planned