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Create a Bookmark for CPR Due Date

There is an area in the CPR module that you can enter the Proposal Completion Due Date. We need this to appear on the CPR report we send to our Owners. Please make a bookmark that would allow us to add this to our custom reports so Owners know whe...
Kenani Brandon over 1 year ago in CPR / Templates & Reports 0 Already exists

Have Cost Plus Prime Invoice Populate Sub Invoice at the Less Retainage Amount

Can we add an option for Cost Plus Prime Invoices to populate Sub Invoices at Net Totals (less retainage being held on them)? I have Clients who do not hold Retainage on Prime Invoices for the Clients, but they are holding retainage on Sub Invoice...
Guest 8 months ago in Prime Invoices 2 Already exists

Be able to transfer or journal a single amount from one contract to another, within a project.

Example: all the costs for fencing went into one contract to work out the cost per linear metre, then we wanted to allocate costs across several contracts according to the lengths of fencing on each. Example: we are billing multiple clients for on...
Guest 9 months ago in Prime Contracts 0 Future consideration

Update Project Record in Intacct to billable type

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.
Jo Steiner 11 months ago in Accounting Link for Sage Intacct / Cost Plus With GMP / Cost Plus Without GMP / Prime Contracts 2 Already exists

Ability to Assign Retainage % by Item Type

Fixed Lump Sum Contracts: Original Items (Work Retainage %, Stored Retainage %) CO Items (Work Retainage %, Stored Retainage %) Cost Plus with or without GMP Contracts: Bills (Work Retainage %) Sub Invoices (Work Retainage %) Labor Timecards (Work...
Norman Wendl 11 months ago in Prime Contracts / Prime Invoices / Subcontract Invoices / Subcontracts 0 Future consideration

Cost code filter

inquiring about a filtered cost code search for codes that have been specifically tagged to PO's, SCO, etc.. similarly to the way we can filter within a PO's to narrow a search from within that window.
Guest 12 months ago in Job Cost Codes 1 Future consideration

Change order (Variation) Cost plus type - track previously imported items

When you import associated cost to date (or committed costs) to a Change Order then each time you run the import it adds all associated items even if they were previously imported to the CO causing double ups that you then need to find and delete....
Tim Smith about 1 year ago in CO 0 Future consideration

Turn off Auto Lock Feature for CO and Subcontracts

Our change orders and subcontracts have started auto locking after the sub signs the contract. Is there a way to turn off this auto lock feature?
Jen Marucci about 1 year ago in Prime Contracts / Subcontracts 3 Future consideration

Automatic closing of Work Orders

It would be helpful that when an invoice is entered from a Work Order if it automatically closed and locked the work order. Or at least have this as an option in set-up.
Gaylene Underwood about 1 year ago in Prime Invoices / Work Orders 1 Future consideration

Default Tax Codes

Default tax codes for a company overrule the tax code set for a job cost code. If a default tax code is set for the company then it should automatically be assigned and shown to the user that it is applying a default tax code. Currently set up so ...
Guest about 1 year ago in Companies / Job Cost Codes / Tax 0 Future consideration