Procurement

Showing 102 of 726

Add a PO Reference Column in the Bill List feature

Can we add a PO reference Column to the Bill List area of the system?

Guest 6 months ago in Purchase Orders / UI User Interface Enhancements / Vendor Bills 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 12 months ago in Procurement 0 Future consideration

4 VOTE

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

4 VOTE

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

4 VOTE

NZ/AUS need option to 'Schedule out' payment claims from subcontractors

In NZ/AUS we need the ability to adjust subcontractor payment claims (under subcontractor invoices) with comments as to why their claim was adjusted. There needs to be a comment field per line item, and a bookmark that references this in the mail ...

James Arrowsmith about 1 year ago in Journals / Subcontract Invoices / UI User Interface Enhancements 1 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 8 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 8 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 8 months ago in Purchase Orders / Subcontracts / Vendor Bills 0 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 8 months ago in BI Summary Dashboards / CO / CPR / Detail Financial Analytic Reports / SCO 2 Future consideration

2 VOTE

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 8 months ago in Prime Invoices / Subcontract Invoices / Vendor Bills 2 Future consideration

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