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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 11 months ago in CO 2 Future consideration

Add Project Specific Locations for job cost reporting purposes

Currently, project specific locations can be used on an estimate only. However, it would be nice to copy these locations to the project side via the contract admin setup wizard. This would facilitate a new set of job cost reports by location.
Norman Wendl 10 months ago in Detail Financial Analytic Reports / Locations / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Future consideration

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

Sliding Scale retention (retainage)

Most contracts in New Zealand and Australia that have retention held are not a flat percentage being held across the contract. The common rules are NZ 10% up to $200,000 then 5% next $800,000 and 1.75% next $8,000,000 then nothing after that AUS 1...
Tim Smith over 1 year ago in Prime Contracts / Prime Invoices / Retention Retainage Holdback / Subcontract Invoices / Subcontracts 2 Future consideration

Default CPR / CO Markups

Default CPR / CO Markups - Option to pull from or default from a feature setting, to copy from another prime contract
Adam Clark over 1 year ago in CO / CPR 0 Future consideration

Create CO items during the CO creation steps

When you manually add a Change Order (CO), the CO Information page is created before you can add CO items. It would be beneficial if, after uploading the related files, you could add CO items before completing the wizard. Instead of having to scro...
Stacey Leary 4 months ago in CO 1 Future consideration

Separate Cost Codes for payables and receivables

Only make cost codes for Payables and Receivables available to each of those catagories. For instance: Cant use the overhead cost code on an SCO but you can on a change order to a client. Make it so it cant even be an option on an SCO
Sue Kelly 4 months ago in Job Cost Codes 0 Future consideration

Canada Holdback (Retainage)

In Canada, there is a need for a second holdback field. There is regular retainage and sometimes there is warranty and/or maintenance retainage. They want/need to track these separately as they get released at different times and may have separate...
Sue Parker 2 months ago in Prime Invoices / Retention Retainage Holdback / Subcontract Invoices 1 Future consideration

Granular level security - cost code or type

Prospects are requesting the ability to restrict access to cost codes and/or cost types for various reasons. Some charge incentives to cost codes on a project and don't want PM/Super to have access to this information. Others have issues with role...
Sue Parker 5 months ago in Job Cost Codes / User Security Roles 1 Future consideration

Recognize date issues prior to accounting system sync

If the system can recognize when an issue date is after the payment due date and provide an error message, it will reduce the back and forth with the invoice approver. I found this error when I attempted to sync the invoice with Intacct. Now I hav...
Guest 10 months ago in Accounting Link for Sage Intacct / Prime Invoices / Subcontract Invoices / Vendor Bills 0 Future consideration