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

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 3 months ago in Alerts and Calendars / Compliance / Notifications 0 Future consideration

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 3 months ago in eSign (including DocuSign) / User Security Roles 0 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 10 months ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

Photo size/orientation

I am unaware of the correct software/computer lingo involved to fix our problem but i do know some other construction software's have mastered the photo upload download capability. Currently you can only upload a certain amount of photos at a time...
Mike Just 10 months ago in Document Viewer / Mobile - Android / Mobile - Apple / Photos 0 Planned

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 over 1 year ago in Meetings / Notifications / Safety Meetings 0 Future consideration

Resource Alerts in the Schedules Module

When adding Resources, specifically internal personnel, can we create an alert system to tell us when a person is double booked in two or more projects on the same dates?
Guest over 1 year ago in Alerts and Calendars / Notifications / Project To Do / Schedules (Gantt Chart) 0 Future consideration

Email Recipient List

Allow more flexibility with the recipient list of features like prime invoicing. We should be able to send a prime invoice to a Architect for approval before we send it to the owner. And when we send a document for E-Sign, the system should allow ...
Norge Arnaiz Jr 11 months ago in eSign (including DocuSign) / Linked Files (Projects) / Prime Invoices 2 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 about 1 year ago in Retention Retainage Holdback / Subcontract Invoices 1 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