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Procurement

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Additional fields for anticipated cost

it would be really helpful if there were a few more field on each line for anticipated cost entry, like vendor name and date anticipated for the cost.
Brandon Dahn 7 months ago in Anticipated Costs / Feature Settings 2 Future consideration

PO Bill and Sub default auto populate fields from Supplier info or Settings

To help speed up PO, Bill and Subcontract entry if certain fields could be pre populated from supplier fields or system settings. For a PO currently Issued By and Authorized By populates the same from the Prime Contract Contact. Would be useful to...
Tim Smith 7 months ago in Contact Management / Contacts / Procurement 0 Future consideration

Ability to pull Purchase Order Items into Submittal Items

Some handy fields already exist on each submittal item. It would be incredibly useful if you were able to pull in approved purchase order items into the submittals (similar to daily logs). Additionally, could the Actual Delivery Date field be a ty...
Adam Clark 3 months ago in Purchase Orders / Submittals 0 Future consideration

Make Sage CM PO / Subcontract Document ID the Sage Intacct Document Number

When exporting Purchase orders and Subcontracts to Sage Intacct, the transaction definitions are required to use a sage intacct numbering sequence. The Sage CM document ID is referenced in the reference field. This causes confusion when trying to ...
Jack Speshock over 1 year ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontracts 3 Future consideration

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 about 1 year ago in Subcontract Invoices / Subcontracts 2 Future consideration

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 10 months ago in Accounting Link for Sage Intacct / Purchase Orders 0 Future consideration

Prevent sync to Intacct if Vendor is out of compliance

No description provided
Matthew Carlisle 2 months ago in Accounting Link for Sage Intacct / Compliance / Contact Management / Vendor Bills 0 Future consideration

Sage Intacct GL Posting Date from SCM Bills

Currently when syncing an invoice to Sage Intacct from SCM, the GL Posting date field is populated with the Invoice Date. This can be an issue if a Client has closed that period already. It would be helpful to add a setting in posting preferences ...
Adam Clark 8 months ago in Prime Invoices / Purchase Orders / Subcontract Invoices / Vendor Bills 3 Future consideration

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

Custom Fields - Companies, Contacts, Leads, Projects, Prime Contracts, and Subcontracts

It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...
Dario Tomic over 1 year ago in Companies / Contacts / Custom definable Fields / Leads (Active or Intactive) / Prime Contracts / Projects (Active and Inactive) / Subcontracts / UI User Interface Enhancements 2 Future consideration