Sage Construction Management Ideas Portal
ADD A NEW IDEA

Other

Showing 93 of 723

all analytic reports should have the option without tax

All Sage CM customers in Canada, UK, Australia, NZ and others - DO NOT include GST - VAT as a Cost to a Job. This would also apply to Sage Intacct.
Ian Broadfoot about 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports / Tax 1 Future consideration

Email Meeting Invite flags Attendees as invited

Currently, when you send the email meeting invite, you have to go to the attendee's list, manually flag who has been invited, and enter the invite date. Can this be automated so that when sending an invite email, it flags the attendees as invited?
Tim Smith about 1 year ago in Meetings / Notifications / Safety Meetings 0 Future consideration

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 10 months ago in Retention Retainage Holdback / Subcontract Invoices 1 Future consideration

Add Project Start Date and/or Milestone Tasks to Alerts

It would be very helpful to add project start/end dates and/or milestone tasks to the alerts calendar.
Guest 5 months ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

Ability to "favorite" projects

On the project overview page it would be nice to be able to favorite projects and have them appear in the "jump to" drop down. As an admin I need access to all projects but there are certain ones our admins oversee regularly and faster access woul...
Kenani Brandon over 1 year ago in Favorites / Projects (Active and Inactive) 0 Future consideration

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 about 1 year ago in Importing Excel Templates / Vendor Bills 0 Future consideration

Add a messaging application for internal project use

Instead of having to use external messaging applications (imessage, WhatsApp, Slack, etc) have an internal messaging app so the communication stays within the system and can be referenced in future if required.
Guest 8 months ago in Journals / New Product Integration / UI User Interface Enhancements 1 Future consideration

Add ability to view esign file on mobile

On the mobile app under linked files you only see the original document, you do not see the version that has been signed through docusign
Jack Speshock 8 months ago in eSign (including DocuSign) / Mobile - Android / Mobile - Apple 0 Future consideration

System default Tax codes

Could system default tax codes be added rather than relying on users remembering to set default JCC tax rates. In New Zealand and Australia primarily using Xero and QBO tax rates are needed to sync to the financial package and when this gets misse...
Tim Smith about 1 year ago in Prime Contracts / Tax / UI User Interface Enhancements 2 Future consideration

Lien Waivers for DocuSign

Add Lien Waivers to available DocuSign list of documents
Sue Parker 6 months ago in Compliance / eSign (including DocuSign) / Lien Waiver 1 Future consideration