All ideas

Showing 51

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 about 1 year ago in Purchase Orders 3 Shipped

35 VOTE

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 about 1 year ago in Accounting Link for Sage Intacct / CO 2 Shipped

31 VOTE

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

7 VOTE

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 5 months ago in 2 Shipped

23 VOTE

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

8 VOTE

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

10 VOTE

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

13 VOTE

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 over 1 year ago in Accounting Link for Sage Intacct 0 Shipped

11 VOTE

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 about 1 year ago in Workflow 1 Shipped

9 VOTE

Allow for editing of select fields in Prime Contract when "locked"

It would be desirable to edit select fields in the prime contract even after the contract has posted to intacct and "locked". Examples of such fields include the "Start and Finish Dates" the "actual" dates will generally be updated after the contr...

Carl Lyles about 1 year ago in Accounting Link for Sage Intacct / Prime Contracts 6 Shipped

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