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Procurement

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

Haul Tickets in the Daily Log

it would be nice to track haul tickets in the Daily Log by Vendor and those that self perform. Sage CMS would then be ideal for the small civil contractor. There is not any other product in the smaller sphere that offers this functionality and it ...
Ian Broadfoot over 1 year ago in Daily Log (Daily Report) / Purchase Orders 3 Future consideration

Date Filter on SCO Reports

Is it possible to add a date filter on the SCO reports, dates are really important which this would be a great add.
Guest 9 months ago in SCO 1 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 9 months ago in Linked Files (Projects) / Teamlink Portal (General) / Vendor Bills 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 9 months ago in Mobile - Android / Mobile - Apple / Procurement / Purchase Orders 2 Future consideration

Ability to Assign Retainage % by Item Type

Fixed Lump Sum Contracts: Original Items (Work Retainage %, Stored Retainage %) CO Items (Work Retainage %, Stored Retainage %) Cost Plus with or without GMP Contracts: Bills (Work Retainage %) Sub Invoices (Work Retainage %) Labor Timecards (Work...
Norman Wendl 11 months ago in Prime Contracts / Prime Invoices / Subcontract Invoices / Subcontracts 0 Future consideration

Turn off Auto Lock Feature for CO and Subcontracts

Our change orders and subcontracts have started auto locking after the sub signs the contract. Is there a way to turn off this auto lock feature?
Jen Marucci about 1 year ago in Prime Contracts / Subcontracts 3 Future consideration

Anticipated cost date (and filter)

When Anticipated costs were initially added (to Corecon) there was a date field and our understanding was that you could filter for it in reporting but it may have just been filtering on create date. The date was then removed in one of the (Coreco...
Tim Smith about 1 year ago in Anticipated Costs / UI User Interface Enhancements 0 Future consideration

Certified Prime and Sub Invoice amounts vs Claimed Amounts

When creating an invoice as a claim that can be rejected and the amount/percentage changed. This is true for both Prime and Sub Invoices. Idea would be to add a new Claimed column where the existing columns would be used as the certified amounts. ...
Tim Smith about 1 year ago in Custom definable Fields / Prime Invoices / Subcontract Invoices 0 Future consideration

Additional fields in Subcontract Invoice Line items to record amount claimed by Subcontractor

When entering a Subcontract Invoice, to meet the legislative requirements in Australia (which I believe is also needed for the UK), two additional fields are required in the Line entries section as shown in the file attached. The two fields needed...
Shiva Muthuswamy about 1 year ago in Custom definable Fields / Subcontract Invoices / UI User Interface Enhancements 0 Future consideration