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Procurement

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Use OCR technology and coordinates on the PDF sheet to determine the Drawing # and Title

Currently, the meta data in the drawing file is used to set the drawing number and title. If this is missing, OCR technology could be used to extract this information. However, this would require input from the user to designate the location/area ...
Norman Wendl 7 months ago in Drawings / OCR 0 Future consideration

Drop down Approval for POs

Hi, It would be nice if there was a drop down option for POs so that you can change to approved without having to go in and edit. The bills work that way now so would be a nice consistency as well.
Guest 7 months ago in Purchase Orders / Vendor Bills 0 Future consideration

Retainage adjustment

Have the ability to adjust the amount due to rounding differences. Currently, you can only adjust the percentage held on the total invoice but it then calculates and rounds per job cost code so you can end up with a rounding difference. This ideal...
Tim Smith 10 months ago in Prime Contracts / Prime Invoices / Subcontract Invoices / Subcontracts 1 Future consideration

Feature to hard stop PO Bill from exceeding PO amount

There is currently no option to prevent a PO from being Over-invoiced in Sage CM. There is only a warning to alert the user when they are entering an invoice that exceeds the PO amount. When this occurs and the users accepts the warning in Sage CM...
Shiva Muthuswamy 6 months ago in Procurement 1 Future consideration

RETAINAGE TO BE PROPERLY IDENTIFIED ON CHECKStubs

It is industry standard to withhold retainage on subcontracts, the check stubs should reflect this amount being withheld - identifying it clearly as retainage.
Guest 5 months ago in Retention Retainage Holdback / Subcontract Invoices 1 Future consideration

Link Sage Intacct Bills to Subcontracts / Purchase Orders

I have had a customer request that Sage CM be able to link / attach AP or Purchasing Bills from Sage Intacct to Purchase Orders/Subcontracts in Sage CM. Use case for this is the customer is currently using Sage Paperless Construction for entereing...
Jack Speshock 9 months ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 0 Future consideration

Purchase Orders Details

It would be helpful it all fields appeared when first creating a PO rather than having to save and then edit to add to the comment field.
Sondra Hall 8 months ago in Purchase Orders / UI User Interface Navigation 1 Future consideration

Subcontract Issued to Project Owner for approval before the subcontractor approves.

Our current workflow is to have the owner/owner's rep sign the subcontract report. This authorizes us as the contractor to then contract with the subcontractor for the value they have presented against the budget. Is there a way to have the Issued...
Guest 3 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) / Subcontracts 3 Future consideration

Date Filter on SCO Reports

Is it possible to add a date filter on the SCO reports, dates are really important which this would be a great add.
Guest about 1 month ago in SCO 1 Future consideration

Retain rejected sub bills

After sub bills are entered and initiated which sends them to the Project Manager, It would be helpful if they are rejected by the PM that they can remain in Sage as rejected so there is a "paper trail". The funds initially allocated to that invoi...
Guest 10 months ago in Subcontract Invoices / Vendor Bills 1 Future consideration