Client Contract Admin

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Ability to add new client contact when creating Prime Invoice

When creating a prime invoice it would be helpful to add a new client contact, instead of having to go back to the prime contract or to contact management

Gaylene Underwood 5 months ago in Contacts / Prime Invoices / UI User Interface Enhancements 2 Future consideration

4 VOTE

Prime Invoice Payment Update Field

Prime Invoice - Accounting Status - Payment Updated Date field should be the date that the payment was actually received versus the date synced or date manually updated, i.e. deposit date in accounting system is 7/30/2024 but we didn't enter it in...

Guest 7 months ago in Prime Invoices / Subcontract Invoices / Vendor Bills 3 Future consideration

2 VOTE

Manually Type Cost Codes

It would be nice to be able to type the cost code number so you can continue tabbing across and not have to use the drop box and scroll through a small box

Guest 3 months ago in Job Cost Codes 6 Already exists

11 VOTE

Scheduling Functionality

Scheduling functionality that can associate budget line items/cost codes with schedule lines to make forecasts fluid as the schedule adjusts.

Sue Parker over 1 year ago in Job Cost Codes / Prime Contracts / Schedules (Gantt Chart) 0 Future consideration

9 VOTE

Add Resource on Subcontracts other than S and Unbillable

Sometimes Subcontractors also supply material. Allow each cost code line item to include a Resource and if it is Billable or Unbillable for a Cost Plus contract. We might have a sub do some correction work we don't want the owner to be billed for.

Annie Kendrick over 1 year ago in Cost Plus With GMP / Cost Plus Without GMP / Subcontract Invoices / Subcontracts 0 Future consideration

3 VOTE

Adding Project Name To All Modules

Attached screenshot shows an area for improvement, adding the project name to all screens next to project #. Going in and out of modules and various office interruptions, sometimes if you forget which project you are in, you have to save where you...

Victoria Edenfield Hurd 5 months ago in Client Contract Admin / UI User Interface Enhancements 0 Future consideration

9 VOTE

Retainage adjustment

Have the ability to adjust the amount due to rounding differences. Currently, you can only adjust the percentage held on the total invoice but it then calculates and rounds per job cost code so you can end up with a rounding difference. This ideal...

Tim Smith over 1 year ago in Prime Contracts / Prime Invoices / Subcontract Invoices / Subcontracts 1 Future consideration

7 VOTE

Add a search function for importing cost codes

On out T&M jobs we have to import cost codes from our master list as there is no budget to upload. It would be very helpful to have a search field to help filter down the list of hundreds of cost codes instead of having to scroll through them ...

Kenani Brandon about 1 year ago in Job Cost Codes / UI User Interface Navigation 0 Future consideration

6 VOTE

CO Entry/Distribution

Could it possible to modify the prime change order entry line item entry/distribution to be like the prime contract screen for distribution...prime contract change column and cost budget column?

Molly Toledo about 1 year ago in CO 2 Future consideration

8 VOTE

Automatically Apply CPR markup

Automatically apply CPR/CO markup (rather than taking the step to import it).

Guest over 1 year ago in CO / CPR 0 Future consideration

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