Procurement

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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 11 months ago in Lien Waiver / New Email Features & Email Browsing / Subcontract Invoices 0 Future consideration

5 VOTE

Preference to Import Bills as Pending

We import a large amount of bills to a cost code called Need to code so that the PM can choose which portion of budget to code it to. We would like imported bills to be pending and not approved or have the option of choosing approved or pending li...

Annie Kendrick 11 months ago in Importing Excel Templates / Vendor Bills 0 Future consideration

4 VOTE

Procurement OCR

Could you add an invoice view screen when someone is converting an invoice? I currently have to open up another tab to look at the image of the invoice. It would be nice if it already did that while converting.

Guest 9 months ago in OCR / UI User Interface Enhancements 0 Future consideration

6 VOTE

Emailing Purchase Orders to our employees

Currently you can email a purchase order to a vendor. What is lacking is the ability to be able to email the approved purchase order to our Superintendents so that they can either pick up goods or order the materials etc.

Guest about 1 year ago in Email Templates (includes custom template) / Emailing and Email Templates / Purchase Orders / UI User Interface Enhancements 1 Future consideration

4 VOTE

Add project name to invoice approval workflow

When I go to approve an invoice within a workflow, the job number shows up in the left hand side but not the project name.

Guest 10 months ago in Procurement 0 Future consideration

2 VOTE

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 5 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) / Subcontracts 3 Future consideration

2 VOTE

Add more filter options when importing estimate items in Contract Admin and Procurement features

See attached mockup for more details

Norman Wendl 5 months ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 0 Future consideration

2 VOTE

Copy PO, Bill and Subcontract Wizard - Add Project Status option (ie. active, archived) to copy transactions from inactive jobs

Currently, the Copy PO, Bill and Subcontract Wizard will only show active jobs. Adding a project status option will allow users to copy transactions from jobs that have been archived.

Norman Wendl 5 months ago in Purchase Orders / Subcontracts / Vendor Bills 0 Future consideration

1 VOTE

Wizard Column View

Hello, It would be really great if due date could be added to the batch wizard columns for bills and sub invoices.

Guest 3 months ago in Accounting Link for Sage Intacct / Subcontract Invoices / UI User Interface Enhancements / Vendor Bills 2 Future consideration

2 VOTE

New CPR, CO and SCO Status Options

New Options in red. Revised CPR Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Revised CO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Acti...

Norman Wendl 6 months ago in BI Summary Dashboards / CO / CPR / Detail Financial Analytic Reports / SCO 2 Future consideration

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