Client Contract Admin

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Add Balance to Complete in Prime Invoice Generation Screen

Instead of receiving an error message that I'm trying to bill more than the balance to bill, it would be wonderful to know what my balance to bill is. I shouldn't have to do a calculation with the value and previous invoices, it should be a standa...

Guest 8 months ago in Prime Invoices 0 Future consideration

2 VOTE

Add "Finish Date With COs" field from Prime Contract to available bookmarks in document templates.

We would like to be able to pull the "Finish Date with COs" field from the Prime Contract module into the Detail Report Templates as a bookmark. This is especially useful for us on our CO template as we would like to have an updated Finish date ba...

Dario Tomic 9 months ago in CO / CPR / Detail Report Templates 0 Future consideration

3 VOTE

Prime Contract Invoice Combine CO Items with matching SOV Items

On the Prime Contract Invoice Wizard - Select Add Item Details Method; it would be helpful to have an option that combines the CO item with the original SOV. Essentially just increasing the SOV line rather than billing separate or on separate lines.

Sondra Hall about 1 year ago in Prime Contracts / Prime Invoices 0 Future consideration

1 VOTE

Unable to Delete Cost Code when Employee Clocked in using that cost code

When helping customers clean up their cost codes lists after implementation, we ran into an issue trying to delete a cost code from the project. If an employee has clocked in using that cost code, we have no way to delete the cost code until the e...

Guest 4 months ago in Clock-In / Clock-Out / Job Cost Codes 0 Future consideration

3 VOTE

Import Multiple Change Orders simultaneously from a single Excel Import Template

Please allow for an option to import from excel under the "Change Order" Module. This would save us significant amount of time instead of manually adding each item. The import file could be identical to a Prime Contract Import from excel.

Jake Nelson about 1 year ago in CO / Importing Excel Templates 4 Future consideration

2 VOTE

Add Classification to Prime Contracts

We need to be able to add Classification to Prime Contracts in order to Map the different income accounts within the same Project. Is there any way to get back to me to see if this is feasible in the near future? We we're hoping to get this done i...

Guest 9 months ago in Feature Settings / Prime Contracts / Projects (Active and Inactive) 0 Future consideration

2 VOTE

Prime Contract Budget Revisions when integrating with Sage 100 Contractor

It would be very useful to be able to revise a Budget prime contract in Sage CM and have those changes post to Sage 100 Contractor.

Jesse Gordon 10 months ago in Accounting Link for Sage 100 Contractor / Prime Contracts 0 Future consideration

2 VOTE

Prime Contract Budget Revisions when integrating with Sage 300 CRE

It would be very useful to be able to revise a Budget prime contract in Sage CM and have those changes post to Sage 300 CRE.

Jesse Gordon 10 months ago in Accounting Link for Sage 300 CRE / Prime Contracts 0 Future consideration

2 VOTE

New CPR, CO and SCO Status Options

New Options in red. Revised CPR Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Revised CO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Acti...

Norman Wendl 10 months ago in BI Summary Dashboards / CO / CPR / Detail Financial Analytic Reports / SCO 2 Future consideration

2 VOTE

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 10 months ago in Prime Invoices / Subcontract Invoices / Vendor Bills 2 Future consideration

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