Automate the ERP retrieve payment sync. Be able to set intervals on when you need it to sync (how many hours) and still keep the button to manually pull the latest payment information.
It would be great to have a defaulted Reference number option in SCM for Prime invoices coming into Intacct. Currently it populates with "Sage CM Prime Invoice #004". For me it would be great if that pulled the job number and then the billing numb...
Reports that show linked vendors, customers, employees
Ability to run a report that shows which sage cm companies are linked to sage intacct vendors with sage intacct id. Similar to the linked vendor screen just in an exportable report
The billable type in Intacct drives a lot of functionality especially when it is a T&M project. It would be awesome if SCM could update this on the project record (as well as check the billable checkboxes for AP and PO and employee expenses.
2
Already exists
