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Add equipment type to equipment item import

Currently when you import equipment items they all come in as rented, you have to go into each item through the ui and change them to owned
Jack Speshock 2 days ago in Equipment Items 0 Needs review

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 ...
Tim Smith 3 days ago in Accounting Links 0 Needs review

Allow Financial Administrator role to unlock transactions

Currently only users with "Administrator" role can unlock locked transactions. Would be nice if the Financial Administrator role could also do this. For example if there is an error when a transaction is exported they are not able to unlock the tr...
Jack Speshock about 23 hours ago in User Security Roles 0 Needs review

Add labor timecards to Work Order from Mobile app

On the browser you can import labor time cards to a work order, would like this same functionality in the mobile app
Jack Speshock 2 days ago in Sage CM Mobile 0 Needs review

Link SCM Work Orders to Sage300 Extras

Can you use the SCM Work Order field to populate and/or link to Sage300 Extras? For timecards, the work order field would populate the extra field. Also, when a work order is setup in SCM could it create the extra in Sage300? When an extra is setu...
Deb Kauffman 9 days ago in Accounting Link for Sage 300 CRE 0 Needs review

'Prime Contract Invoice Wizard' - view by Owner Code

It would be great to have the feature within the 'prime contract invoice wizard' to be able to fill out the 'Current Work' or 'Current Stored' or 'Complete' percentage by Owner Code, Currently on the "add prime contract original items and COs" you...
Joe Corcoran 17 days ago in Prime Invoices 0 Needs review

View ITB Statuses

It would be useful to see which companies are being referred to in the different status sections of the ITB. For instance, under "Vendor Invitation Status" you can see in the graph what percentage of the invitations were emailed and not emailed bu...
Isaura Clark 6 days ago in ITB (Invitation to Bid) 0 Needs review

Internal Access to Specific Projects

Clients want to be able for their internal team to be able to view specific projects and not have access to viewing all projects by having the feature access. Needs to be more limitations to the internal view.
Guest about 1 month ago in Projects / User Properties / User Security Roles 1 Already exists

Allow saving ALSIC posting preferences before all fields are set

Currently when you enter credentials to connect Sage CM to SIC, you're taken to Posting Preference where there are a gazillion fields to populate before you can save the connection. If you time out, you have to start all over with Posting Preferen...
Guest 7 days ago in Accounting Link for Sage Intacct 0 Needs review

Add a Safety topics/ Agenda for the day

It would be nice to track safety meeting items on the daily log (safety incidents & violations)
Patrick Sheppard 13 days ago in Daily Log (Daily Report) 0 Needs review