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Procurement

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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 about 1 year ago in Prime Contracts / Prime Invoices / Retention Retainage Holdback / Subcontract Invoices / Subcontracts 2 Future consideration

Pre-summed total for bill entries prior to posting the bill

It would be nice for users to be able to see a pre-sum total in the bills entry section when trying to manually add a bill into the project. This would allow for clients to be able to have a summary of their bill in order to ensure that it matches...
Patrick Sheppard about 2 months ago in Purchase Orders / Vendor Bills 0 Future consideration

Purchase Order Statuses

Customers are looking for more status options on purchase orders such received, invoiced, and closed.
Sue Parker 9 months ago in Feature Settings / Purchase Orders 0 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 6 months ago in Subcontracts 0 Future consideration

Allow bills to be entered in SCM without project

Currently all bills have to be entered within a project. It would streamline the process if we could enter bills without assigning them to a project OR be able to move them from one project to another. Sometimes we receive vendor invoices (bills) ...
Guest 4 months ago in Accounting Links / Vendor Bills 1 Unlikely to Implement

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 about 1 year ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 0 Future consideration

Recognize date issues prior to accounting system sync

If the system can recognize when an issue date is after the payment due date and provide an error message, it will reduce the back and forth with the invoice approver. I found this error when I attempted to sync the invoice with Intacct. Now I hav...
Guest 8 months ago in Accounting Link for Sage Intacct / Prime Invoices / Subcontract Invoices / Vendor Bills 0 Future consideration

New Prime Contract and Subcontract Status Options

New Options in red. Revised Prime Contract Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Activity Complete Approved and Closed Revised Subcontract Status Options: Draft Pending Submiss...
Norman Wendl 8 months ago in BI Summary Dashboards / Detail Financial Analytic Reports / Prime Contracts / Subcontracts 4 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 11 months ago in Procurement 1 Future consideration

Trigger Lien Waiver emails to subcontractors under certain conditions

Currently, getting unconditional lien waivers is tough for us. We use QuickBooks desktop and sync payment details to Sage CM with SageLink. It would be fantastic if, after a payment sync, a designated Sage CM user gets an alert saying, "These subi...
Trina Lapena about 1 year ago in Lien Waiver / New Email Features & Email Browsing / Subcontract Invoices 0 Future consideration