Procurement

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Populate PO fields in Intacct form SCM import

It would be great of the PO from SCM going into Intacct would populate fields like the Schedule dates or the Internal Issued by field with the employee who created the project.

Brandon Dahn 5 months ago in Accounting Link for Sage Intacct / Purchase Orders 0 Future consideration

1 VOTE

Color option in PO's

It would help our estimators immensely as we have upwards of 40+ jobs going simultaneously and a color option is an easy identifier for us.

Guest 20 days ago in Purchase Orders / UI User Interface Enhancements 2 Future consideration

1 VOTE

PO numbering

PO Numbering Never Works in Sequence. Should always work even if there is a slight change to one of the numbers

Guest 20 days ago in Feature Settings / Purchase Orders 0 Future consideration

1 VOTE

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 20 days ago in Prime Invoices / Retention Retainage Holdback / Subcontract Invoices 1 Future consideration

8 VOTE

Drop Downs Need Parameters

When entering a sub invoice after selecting the subcontractor the menu does not limit the available job cost codes to the one that are only for that vendor. It has all available. This causes major accuracy issues when all job cost codes even outsi...

Guest 5 months ago in Job Cost Codes / Subcontract Invoices / UI User Interface Enhancements 0 Future consideration

11 VOTE

Subcontract Invoice import option

If we can import bills (for PO and non-PO bills) then we should be able to do the same for Subcontract Invoices against the Subcontract.

Patrick Sheppard 8 months ago in Subcontract Invoices / Subcontracts 2 Future consideration

2 VOTE

When Adding Bills Should be Able to Link Files Right Away

When creating bills for invoices in order to add the document you have to save and link. You should be able to link or add the PDF document on the first page of adding the Bill... If I am entering more then one invoice for a Job i want to be able ...

Guest about 2 months ago in Linked Files (Projects) / Subcontract Invoices / Vendor Bills 0 Future consideration

16 VOTE

Excel import Subcontract Schedule of Values

This is already an existing feature for Prime Contract Schedule of Values. Should be straightforward to implement this for the Subcontract side as well. Significant quality of life improvement over entering each line item manually.

Guest about 1 year ago in Procurement 2 Future consideration

6 VOTE

OCR Scan Count (Remaining Scans Allowed for the Month)

It would be helpful for Clients to see where they stand on their allowable OCR scans in the settings area.

Adam Clark 6 months ago in Company Settings / OCR 0 Future consideration

4 VOTE

Prime Invoice Payment Update Field

Prime Invoice - Accounting Status - Payment Updated Date field should be the date that the payment was actually received versus the date synced or date manually updated, i.e. deposit date in accounting system is 7/30/2024 but we didn't enter it in...

Guest 4 months ago in Prime Invoices / Subcontract Invoices / Vendor Bills 3 Future consideration

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