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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

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 9 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) / Subcontracts 3 Future consideration

Excel Imports to allow XLSX File Format

Allowing .xlsx file formats would greatly improve a user's capability within Excel when formatting files for import into the application. For example, there are new formulas like XLOOKUP and array formulas that could be used. Power Query Editor co...
Jason King over 1 year ago in Other / UI User Interface Enhancements 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 over 1 year ago in Prime Contracts / Tax / UI User Interface Enhancements 2 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 10 months ago in Journals / New Product Integration / UI User Interface Enhancements 2 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 10 months ago in eSign (including DocuSign) / Mobile - Android / Mobile - Apple 0 Future consideration

Add to the available docusign tags

Docusign tags available for custom report templates are limited to Signature, Date, and Initial. The person's name and position have to use a, regular static Sage tag. Often the person signing a subcontract is not the primary contact for the compa...
Marc Macialek about 1 year ago in Detail Report Templates / eSign (including DocuSign) 0 Future consideration

Set up favorites by role

We have the ability to set up roles or user types in the settings. It would be helpful for us, as admins, to be able to set up a default list of favorites for each role so that they immediately have access to the shortcuts they will use from day 1.
Dario Tomic over 1 year ago in Favorites / User Security Roles 0 Future consideration

Be More Like ProCore

The industry standard is ProCore and the majority of GC's, subs, vendors use it and it assists to create a database of those contacts that is searchable by anyone. https://www.procore.com/network/us/
Guest about 1 year ago in Other 0 Future consideration