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Submittal Importing from excel

Being more clear on what is needed for the import to work properly. Had to go back and forth a dozen times before i figured out what is all needed to be filled out as a baseline. I still can't get it to work because it's not recognizing some fields.

Guest 10 months ago in Importing Excel Templates / Submittals 0 Future consideration

1 VOTE

Manual Data Entry For Reports

When creating a report it is frustrating to see empty fields and having to go back to that specific line item to enter the data then create the report. An example of this is dates for submittals, If there could be an user friendly data entry cater...

Guest 10 months ago in New Product Integration / Submittals 0 Future consideration

1 VOTE

Notifications pending Bills and Sub Invoices

Send a email push notification to Project Managers/Approvers that there are pending bills and subinvoices that need to be approved.

Guest 10 months ago in New Email Features & Email Browsing / Notifications / Workflow 1 Already exists

1 VOTE

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 12 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Vendor Bills 0 Already exists

1 VOTE

Default Tax Codes

Default tax codes for a company overrule the tax code set for a job cost code. If a default tax code is set for the company then it should automatically be assigned and shown to the user that it is applying a default tax code. Currently set up so ...

Guest over 1 year ago in Companies / Job Cost Codes / Tax 0 Future consideration

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