Procurement

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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 about 1 year ago in Procurement 1 Future consideration

6 VOTE

Set billable/not billable default

Most misc expenses, bills, and invoices on lump sum contracts should be billed to a JCC when they are part of the main scope of the project. These types of items would be non-billable. But it seems that the SCM default is "billable". It would be h...

Marc Macialek over 1 year ago in Cost Plus With GMP / Cost Plus Without GMP / Labor Timecards / Misc. Expenses / Prime Invoices / Subcontract Invoices / Vendor Bills 0 Future consideration

3 VOTE

Ability to enter in one accounts payable invoice allocated to multiple projects.

Ability to enter in one invoice allocated to multiple projects. Eg. mobility cellular invoices, courier invoices, credit card transactions, etc.

Guest 9 months ago in Vendor Bills 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 over 1 year ago in Email Templates (includes custom template) / Emailing and Email Templates / Purchase Orders / UI User Interface Enhancements 1 Future consideration

4 VOTE

RETAINAGE TO BE PROPERLY IDENTIFIED ON CHECKStubs

It is industry standard to withhold retainage on subcontracts, the check stubs should reflect this amount being withheld - identifying it clearly as retainage.

Guest about 1 year ago in Retention Retainage Holdback / Subcontract Invoices 1 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 over 1 year ago in Importing Excel Templates / Vendor Bills 0 Future consideration

5 VOTE

Auto Populate SubInvoices by cost code within New Prime Invoice

After entering all of my sub invoices for the current period. Having to 'manually' reenter these costs by cost code division with a new prime invoice is double work when all of this information exists. It would be nice to be able to have a drop do...

Guest over 1 year ago in Prime Invoices / Subcontract Invoices 0 Future consideration

3 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 11 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) / Subcontracts 3 Future consideration

3 VOTE

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

See attached mockup for more details

Norman Wendl 11 months ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 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 about 1 year ago in OCR / UI User Interface Enhancements 0 Future consideration

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