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Procurement

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

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

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

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

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

See attached mockup for more details
Norman Wendl 6 months ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 0 Future consideration

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 Adding a project status option will allow users to copy transactions from jobs that have been archived.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 6 months ago in Purchase Orders / Subcontracts / Vendor Bills 0 Future consideration

Would be nice if we have an option to send email directly from sage when payment is release to the subcontractor

No description provided
Guest about 1 year ago in Lien Waiver / New Email Features & Email Browsing / Subcontract Invoices 0 Future consideration

Lien Release Filter on Sub Invoice View

There is not an easy way to see what releases you have for each sub invoice. There is a section in the sub invoice view to log the lien release information, and it would be helpful if there was a way to filter the releases you have and which you s...
Marc Macialek about 1 year ago in Subcontract Invoices 0 Future consideration

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

Sub invoice payment reference

When issuing payments to the sub, besides that payment amount, add the reference field that can be used to write down the check or transaction number.
Guest 6 months ago in Prime Invoices / Subcontract Invoices / Vendor Bills 2 Future consideration