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Change Orders for Vendor Invoices

The ability to issue change orders on purchase orders. Example: 3 month rental - need one more month, as opposed to creating a new PO - simply extend one month on the current with a CO. Same with material add-ons to orders. Etc.
Guest 10 months ago in Purchase Orders 3 Shipped

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 12 months ago in Accounting Link for Sage Intacct / CO 2 Shipped

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 4 months ago in Daily Log (Daily Report) / Email Templates (includes custom template) 1 Shipped

Download Selected Photos

Currently, you can download all photos or add photos to an album to download, but it would be helpful to be able to select certain photos to download versus all of them.
Adam Clark over 1 year ago in Photos 3 Shipped

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 7 months ago in Estimating, RFP, Proposals (Pre-Construction) 0 Shipped

Ability to rotate uploaded photos

We need to be able to easily rotate photos that are imported into Sage CM. When you click on the photo and open it, it appears to be upright but if you assign it to be the cover photo it is not upright. We have tried rotating them in windows befor...
Kenani Brandon over 1 year ago in Photos 0 Shipped

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 4 months ago in Accounting Link for Sage Intacct 2 Shipped

Rejected workflow non administrator abandon

When a workflow is completed due to all aprovers rejecting it locks the transaction and then the only user type that can Abandon it is an Administrator. If then an Administrator isn't available to unlock then it can delay something that shouldn't ...
Tim Smith 11 months ago in Workflow 1 Shipped

Increase size limit for document viewer

Currently you can only view documents that are under 20 MB in size. This needs to be increased.
Jack Speshock 8 months ago in Document Viewer / Drawings / Linked Files (Projects) 3 Shipped

Prime Contract Sync to Intacct Separately

Currently, the project, cost budget, and prime contract sync to Intacct at the same time. If the prime contract syncs over incorrectly and the user does not catch that, in order for them to resync the prime contract, the entire project needs to be...
Guest about 1 year ago in Accounting Link for Sage Intacct 0 Shipped