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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 4 months 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 5 months ago in Companies / Job Cost Codes / Tax 0 Future consideration

Ability to Add SOV that is seperate from job cost codes

Most of our customers are not able to tie thier internal cost codes to owner cost codes in a 1:1 or Many:1 relationship. They would like the ability to enter a SOV that is totally seperate from their job cost codes.
Jack Speshock 5 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts / Prime Invoices 1 Future consideration

CO Excel Budget Import - Include Hours Budgets

The excel import for CO budgets doesn't include hours budgets. I tried guessing the column header in case the feature was there, just not documented, but no luck. After import, we need to manually add the hours budgets, but this is often forgotten...
John Drinkwater 5 months ago in CO 0 Future consideration

Prime Invoice - Show Change Order Schedule of Values

SOVs are currently printed out in any detailed invoice report for the contract. For any change order, however, the SOVs are hidden and only a lump sum is reported. For consistency and clarity for our clients, it would be great to have the SOV publ...
Guest 5 months ago in CO / Prime Contracts 0 Future consideration

CO status to add costs when not yet approved (have final pricing)

We would like a status that sits between pending and approved where you haven't agreed on a final price but client has agreed to do the work so you want to start capturing costs against the CO. Something like "Submitted CO" "Under Review CO" or "U...
Tim Smith 5 months ago in CO 2 Future consideration

Add Markup/Deduction to Fixed Lump Sum Prime Invoice/Contracts

It would be useful to be able to add fees/deductions to FLS Prime Contracts. We currently have a project where we have a client that requires a 1% deduction to be shown on the G702. This is deducted from the Prime Invoice amount. We currently have...
Dario Tomic 6 months ago in Prime Contracts / Prime Invoices 0 Future consideration

Add comparison of client bid vs the awarded contract price

Having a running tally will assist us in gauging what we need to do to improve our numbers moving forward.
Guest 6 months ago in Estimating Items / Log Style Reports / Prime Contracts / Proposals, Reports, Logs, Exports 0 Future consideration

Certified Prime and Sub Invoice amounts vs Claimed Amounts

When creating an invoice as a claim that can be rejected and the amount/percentage changed. This is true for both Prime and Sub Invoices. Idea would be to add a new Claimed column where the existing columns would be used as the certified amounts. ...
Tim Smith 6 months ago in Custom definable Fields / Prime Invoices / Subcontract Invoices 0 Future consideration

Mark Cost-plus Transactions as 'Invoiced'

This applies to Cost Plus and Cost Plus GMP contracts, which we use exclusively. We are often need to bill out a contract before all the costs (bills/expenses/timecards/etc) are in. Reasons vary - client's FY closing and they request advance billi...
John Drinkwater 6 months ago in Prime Invoices 1 Future consideration