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Procurement

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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 7 months ago in Procurement 0 Future consideration

Allow teamlink vendors to upload files after submitting the bills

Currently when our teamlink vendors upload sub invoices/Bills the only time you can upload an invoice file is while they make it. If they forget, then they have to send it ti us to manually upload on their behalf. This is not ideal, so we would gr...
Guest about 2 months ago in Linked Files (Projects) / Teamlink Portal (General) / Vendor Bills 0 Future consideration

RFP - Option to Email vendor won/lost status

Create an action that sends out an email informing vendors their bid has been selected or not selected as the awarded bid.
Jack Speshock 4 months ago in Alerts and Calendars / RFP for Estimating / RFP for Procurement 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 12 months ago in Email Templates (includes custom template) / Emailing and Email Templates / Purchase Orders / UI User Interface Enhancements 1 Future consideration

AP bills adjustable invoice date

Make a date change available on an AP bill so if a PM hold a bill for a long time before approving, the date can be change when it gets approved. This avoids having to unlock the bill, change the date, and re-initiate.
Sue Kelly 4 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Subcontract Invoices / Vendor Bills 1 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 10 months ago in Prime Contracts / Prime Invoices / Retention Retainage Holdback / Subcontract Invoices / Subcontracts 2 Future consideration

Allow a PO to start off as a material/equipment request that does not require the superintendent to select a vendor. From there the PM can approve and the purchasing manager can assign vendors to the various line items and create multiple POs off of one request.

It is useful because it creates an actual purchasing system. It is not realistic to believe the person who starts the PO will be the one to select the vendor. Realistically, someone is going to request materials/equipment, it is going to be approv...
Norge Arnaiz Jr 2 months ago in Mobile - Android / Mobile - Apple / Procurement / Purchase Orders 2 Future consideration

Associate a Bill item to an existing PO item

This would be useful where someone has entered a bill directly not realising it was for a PO. This causes a double up of committed costs due to the PO and Bill no PO both being committed. If discovered during analytics the solution is to either de...
Tim Smith 4 months ago in Purchase Orders / Vendor Bills 0 Future consideration

Summary of Approvals (Bills)

It would be ideal if Project Managers could have a dashboard with a summary of all approval requires. Currently, a project manager needs to browse each job to see all pending bills and approve individually. A dashboard on the homepage listing all ...
Guest 2 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Vendor Bills 0 Already exists

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