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Unpaid billed report for all bills and sub invoices

Please create a report showing all bills and sub invoices that have been billed to the client but not paid to allow easier approvals.
Debbie Idzik over 1 year ago in Cost Plus With GMP / Cost Plus Without GMP / Log Style Reports 0 Future consideration

Set billable/not billable default

Most misc expenses, bills, and invoices on lump sum contracts should be billed to a JCC when they are part of the main scope of the project. These types of items would be non-billable. But it seems that the SCM default is "billable". It would be h...
Marc Macialek over 1 year ago in Cost Plus With GMP / Cost Plus Without GMP / Labor Timecards / Misc. Expenses / Prime Invoices / Subcontract Invoices / Vendor Bills 0 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 about 1 year ago in Accounting Link for Sage Intacct / Prime Invoices / Subcontract Invoices / Vendor Bills 0 Future consideration

New Prime Contract and Subcontract Status Options

New Options in red. Revised Prime Contract Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Activity Complete Approved and Closed Revised Subcontract Status Options: Draft Pending Submiss...
Norman Wendl about 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports / Prime Contracts / Subcontracts 4 Future consideration

Email Recipient List

Allow more flexibility with the recipient list of features like prime invoicing. We should be able to send a prime invoice to a Architect for approval before we send it to the owner. And when we send a document for E-Sign, the system should allow ...
Norge Arnaiz Jr 10 months ago in eSign (including DocuSign) / Linked Files (Projects) / Prime Invoices 2 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 7 months ago in CO 1 Future consideration

Allow for installing of stored materials

Currently, you can invoice for stored materials, but there is no way to signify on a future invoice that the material was then installed.
Adam Clark almost 2 years ago in Prime Invoices 0 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 7 months ago in Job Cost Codes 0 Future consideration

Add a filter for Billable Status to the "import committed cost transactions" in Change Orders

Have found a problem with Cos that are non-billable: Cost-plus With GMP project: in a CO, ‘Import Committed Cost Transactions’ doesn’t respect the billable status of the incoming items. Non-billable items are imported into the CO resulting in an i...
Guest 7 months ago in CO 2 Already exists

Allow for multiple classification code selection instead of one at a time

Right now adding vendors to ITBs is painstakingly slow. One code at a time? Should be able to drill down to the minor level on all your contacts and select multiple classification codes to choose from your contacts to invite. Reduce the number of ...
Guest over 1 year ago in Estimate Cost Codes (WBS) / ITB (Invitation to Bid) / Job Cost Codes / Project Classifications 0 Future consideration