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Have different Items for each prime contract line in CM

In Intacct we have the ability to assign Item IDs to each contract line, this is very helpful as we have Avalara linked to our Intacct to automatically calculate sales tax for each invoice. So this causes us an issue with the invoices from CM comi...

Brandon Dahn 11 months ago in Accounting Link for Sage Intacct / Prime Contracts / Tax 4 Future consideration

1 VOTE

Procurement Push Notifications for other users

We manage the accounting system (QBO) and AP processor for our client. When bills and sub invoices are added to SCM, we review and sync over to the accounting system and AP processor so that the bills can be paid. Since the client manages the proj...

Guest about 1 month ago in Alerts and Calendars / New Email Features & Email Browsing / Notifications / Teamlink User Roles 1 Future consideration

13 VOTE

Save Filtered Views

I have noticed that when you are on certain list view, you can select columns, filter and set the order of records presented, but if there is a view that you prefer, you have to make those selections each time. I would be great if you can save and...

Henry Lubas over 1 year ago in Other 0 Future consideration

10 VOTE

Add ability to add backup to esign documents

When sending an estimate via e-sign feature it would be nice if you could attached supporting documents if needed.

Guest about 1 year ago in eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

8 VOTE

Add the ability to have multiple Docusign accounts set up by user.

Contractors where each PM has their own Docusign account login

Deborah Lastro about 1 year ago in eSign (including DocuSign) 1 Future consideration

9 VOTE

Automated Submittal email notifications

When a submittal is created, the system should have the ability to sent out email notificatons automatically each day until the responded responds to the submittal.

Blesson Mannil about 1 year ago in Alerts and Calendars / Notifications / Submittals 1 Future consideration

13 VOTE

Ability to assign different retainage percentage to each prime contract line item

In Intacct, you can assign varying percentages to contract line items. e.g., Contract Line Item #1 might have a set retainage value of 10%, while Contract Line Item #2 might have a set retainage value of %5. In SCM you can assign a default retaina...

Adam Clark over 1 year ago in Prime Contracts / Retention Retainage Holdback 3 Future consideration

11 VOTE

Would be nice if we have an option to send automatically email directly from sage when the project manager reject the invoice sent by subcontractor with an option to add the reason why was rejected

No description provided

Guest over 1 year ago in Contracts and Procurement Workflow / Lien Waiver / Subcontract Invoices 1 Future consideration

1 VOTE

Automatic COI Email Alerts

As intacct can now send out automatical compliance emails on COI, this feature will defintiely begin to be a push for many Intacct Clients.

Guest about 2 months ago in Alerts and Calendars / Compliance / Notifications 0 Future consideration

1 VOTE

E-Sign Document signature info can only be seen by sender

I am sending out documents for signature and I can see what is open in my account, but the other users cannot see any of the info. Their Home page e-sign tab is empty. We need everyone to be able to track these documents. Not just the admin that s...

Sue Rich about 2 months ago in eSign (including DocuSign) / User Security Roles 0 Future consideration

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