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Procurement

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Credit Card integration And/OR Bulk upload of credit card transactions(including file links)

it would be nice to be able to sync to our Divvy & AMEX credit card transactions. If that isn't possible it would be nice to bulk upload Credit Card transactions, and be able to upload the receipts at the same time
Trina Lapena over 1 year ago in Misc. Expenses / Vendor Bills 4 Future consideration

Add Option to Create Bill from Subcontract in Procurement

PO option has this feature to create bill from PO. I know subcontracts are a bit more complex, however even if the option was available to create bill from subcontract, it could simply take you to sub invoices and would be a time saver feature to ...
Dawn Parents over 1 year ago in Procurement 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 over 1 year ago in Prime Contracts / Prime Invoices / Subcontract Invoices / Subcontracts 1 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 about 1 year ago in Purchase Orders / UI User Interface Navigation 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 over 1 year ago in Subcontract Invoices / Vendor Bills 1 Future consideration

Import Job cost codes and its cost budget from a prime contract into a sub contract

Option to Import selected job cost codes with its Cost Budget from a prime contract into a sub contract while creating a new sub contract.
Blesson Mannil 7 months ago in Subcontracts 0 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 over 1 year ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 0 Future consideration

Sliding Scale retention (retainage)

Most contracts in New Zealand and Australia that have retention held are not a flat percentage being held across the contract. The common rules are NZ 10% up to $200,000 then 5% next $800,000 and 1.75% next $8,000,000 then nothing after that AUS 1...
Tim Smith over 1 year ago in Prime Contracts / Prime Invoices / Retention Retainage Holdback / Subcontract Invoices / Subcontracts 2 Future consideration

Purchase Order Statuses

Customers are looking for more status options on purchase orders such received, invoiced, and closed.
Sue Parker 11 months ago in Feature Settings / Purchase Orders 0 Future consideration

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 2 months ago in Purchase Orders / UI User Interface Enhancements 3 Future consideration