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Prime Contracts

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Set billable/not billable default

Most misc expenses, bills, and invoices on lump sum contracts should be billed to a JCC when they are part of the main scope of the project. These types of items would be non-billable. But it seems that the SCM default is "billable". It would be h...
Marc Macialek 12 months ago in Cost Plus With GMP / Cost Plus Without GMP / Labor Timecards / Misc. Expenses / Prime Invoices / Subcontract Invoices / Vendor Bills 0 Future consideration

Update estimate within a Prime Contract without having to delete the Prime Contract

You create a Prime Contract, bring an estimate into it. Then the estimate changes and you CAN NOT bring it back into the same Prime Contract (does not refreshes the previous). The only solution is to delete the Prime Contract and do it all again. ...
Gilbert Sanchez 6 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts 0 Future consideration

Sliding Scale retention (retainage)

Most contracts in New Zealand and Australia that have retention held are not a flat percentage being held across the contract. The common rules are NZ 10% up to $200,000 then 5% next $800,000 and 1.75% next $8,000,000 then nothing after that AUS 1...
Tim Smith 12 months ago in Prime Contracts / Prime Invoices / Retention Retainage Holdback / Subcontract Invoices / Subcontracts 2 Future consideration

Classifications added per Prime vs per Project

We have a client who would like to be able to assign classifications per prime rather than per project. They've got mulitple primes under every project, and would like anohter level of deliniation. Especially from a reporting standpoint to group a...
Grant Shields 7 months ago in Feature Settings / Prime Contracts 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 12 months ago in Prime Contracts / Tax / UI User Interface Enhancements 2 Future consideration

Add Classification to Prime Contracts

We need to be able to add Classification to Prime Contracts in order to Map the different income accounts within the same Project. Is there any way to get back to me to see if this is feasible in the near future? We we're hoping to get this done i...
Guest 5 months ago in Feature Settings / Prime Contracts / Projects (Active and Inactive) 0 Future consideration

Prime Contract Budget Revisions when integrating with Sage 100 Contractor

It would be very useful to be able to revise a Budget prime contract in Sage CM and have those changes post to Sage 100 Contractor.
Jesse Gordon 6 months ago in Accounting Link for Sage 100 Contractor / Prime Contracts 0 Future consideration

Prime Contract Budget Revisions when integrating with Sage 300 CRE

It would be very useful to be able to revise a Budget prime contract in Sage CM and have those changes post to Sage 300 CRE.
Jesse Gordon 6 months ago in Accounting Link for Sage 300 CRE / Prime Contracts 0 Future consideration

Prime Contract Invoice Combine CO Items with matching SOV Items

On the Prime Contract Invoice Wizard - Select Add Item Details Method; it would be helpful to have an option that combines the CO item with the original SOV. Essentially just increasing the SOV line rather than billing separate or on separate lines.
Sondra Hall 9 months ago in Prime Contracts / Prime Invoices 0 Future consideration

Prime Contracts

Combine Lump Sump and Cost Plus items on the same Prime Contract
Gilbert Sanchez 6 months ago in Prime Contracts 1 Future consideration