Workflow

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Workflow - Make approval history reportable

Currently the only way to see a list / log of who approved what transactions is to go the transaction itself and scroll down to the workflow section. This needs to be available to include in log reports so a user can print an audit log of who appr...

Jack Speshock 5 months ago in Workflow 0 Future consideration

13 VOTE

Deactivate Company Rather Than Make Inactive

Currently when you make a company "Inactive" and there had been a previous subcontract or purchase order, that subcontract or PO record is no longer visible in the procurement views. There should be an option to deactivate and allow the record to ...

Dawn Parents 9 months ago in Companies / Contracts and Procurement Workflow / Purchase Orders / Subcontracts 1 Future consideration

1 VOTE

Project Name and location on Workflow approvals

When reviewing a subcontract workflow, I really need the name of the project and location on the screen so I can verify that we have everything set up correctly for that state. I am currently having to pull up another screen to search the project ...

Guest 23 days ago in Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

4 VOTE

uninitiated bills on dashboard

Put a section on the home page/dashboard that shows unintiated bills.

Sue Kelly 4 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 2 Future consideration

3 VOTE

Project Title and Prime Contract Title on Subcontract

We would like the Project Title and Prime Contract Title on Subcontract. When we are going through a workflow to approve it we cannot tell what project it is for.

Guest 3 months ago in Contracts and Procurement Workflow / Subcontracts 0 Future consideration

7 VOTE

Easier way to view linked file when approving bills in workflow

It would be nice if there was an eaiser way for the approver of a bill or sub invoice to be able to see the linked file of the bill image

Jack Speshock 7 months ago in Workflow 0 Future consideration

9 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 9 months ago in Contracts and Procurement Workflow / Lien Waiver / Subcontract Invoices 1 Future consideration

9 VOTE

Add a comment box to all change status methods of the Workflow Approval Process

When a Workflow Approval or Reject is added, we need a pop-up box to appear. This should be available if the user is changing the approval status in the Workflow Tab on the Home View, from within the record or transaction, from log views, or when ...

David Holler 10 months ago in Contracts and Procurement Workflow / Time & Expense Workflow 1 Future consideration

6 VOTE

Workflow rule to allow mixture of AND/OR and Parallel/Sequential

Say you wanted a 2 step approval where step 1 was 2 or more people/roles like PM or Bid contact and step 2 was a named Manager. You can't achieve it as if sequential you can only add 1 person/role per step. Or if try one step its either AND which ...

Tim Smith 7 months ago in Contracts and Procurement Workflow 1 Future consideration

2 VOTE

add Project Name as a column in the workflows dashboard

Add Project Name as a column in the workflows dashboard.

Guest 2 months ago in Contracts and Procurement Workflow 0 Future consideration

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