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Add more filter options when importing estimate items in Contract Admin and Procurement features

See attached mockup for more details
Norman Wendl 10 months ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 0 Future consideration

Be able to revise cost budget on change order

No description provided
Guest 3 months ago in CO 1 Already exists

System default Tax codes

Could system default tax codes be added rather than relying on users remembering to set default JCC tax rates. In New Zealand and Australia primarily using Xero and QBO tax rates are needed to sync to the financial package and when this gets misse...
Tim Smith over 1 year ago in Prime Contracts / Tax / UI User Interface Enhancements 2 Future consideration

Employee - Set default works comp code

Set a default workers comp code for the employee, when this employee is referenced on a labor timecard it should default to this code
Jack Speshock 7 months ago in Employees (Active or Inactive) / Job Cost Codes / Labor Timecards 1 Future consideration

Add Alternates Section to Subcontracts

Many times our clients would like alternates included in a subcontract so items and prices are locked in if they choose to go with a different product or add additional scope. There should be an area these can be added into Sage Construction Manag...
Kenani Brandon 11 months ago in Allowance Packages / Subcontracts 1 Future consideration

Sub invoice payment reference

When issuing payments to the sub, besides that payment amount, add the reference field that can be used to write down the check or transaction number.
Guest 11 months ago in Prime Invoices / Subcontract Invoices / Vendor Bills 2 Future consideration

Cost code to premade item list

Could you code a simple option on the items tab to make an item out of every cost code selected for the estimate? Currently you have to manualy choose each one to create the item list. Most estimates are 70+ items long. you could save us so much t...
Ben Walters 4 months ago in Estimating Items / Job Cost Codes / Work Items 1 Future consideration

Auto Tagging Parent Cost Code when Child Cost Code is checked

Clients are requesting that when adding in Cost Codes in the system that when a user clicks on the child parent it auto selects the parent, rather than having to tag both. Should be a one to one relationship rather than the system allowing a child...
Guest 4 months ago in Estimate Cost Codes (WBS) / Job Cost Codes 1 Already exists

Update estimate within a Prime Contract without having to delete the Prime Contract

You create a Prime Contract, bring an estimate into it. Then the estimate changes and you CAN NOT bring it back into the same Prime Contract (does not refreshes the previous). The only solution is to delete the Prime Contract and do it all again. ...
Gilbert Sanchez 11 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts 0 Future consideration

prime invoice status bar color change

Change color of status bar once prime invoice has been paid to show percentage paid
Guest 8 months ago in Prime Invoices / UI User Interface Enhancements 0 Future consideration