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Prime Invoices

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Canada Holdback (Retainage)

In Canada, there is a need for a second holdback field. There is regular retainage and sometimes there is warranty and/or maintenance retainage. They want/need to track these separately as they get released at different times and may have separate...
Sue Parker 2 months ago in Prime Invoices / Retention Retainage Holdback / Subcontract Invoices 1 Future consideration

Recognize date issues prior to accounting system sync

If the system can recognize when an issue date is after the payment due date and provide an error message, it will reduce the back and forth with the invoice approver. I found this error when I attempted to sync the invoice with Intacct. Now I hav...
Guest 10 months ago in Accounting Link for Sage Intacct / Prime Invoices / Subcontract Invoices / Vendor Bills 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 8 months ago in eSign (including DocuSign) / Linked Files (Projects) / Prime Invoices 2 Future consideration

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 over 1 year ago in Cost Plus With GMP / Cost Plus Without GMP / Labor Timecards / Misc. Expenses / Prime Invoices / Subcontract Invoices / Vendor Bills 0 Future consideration

Allow for installing of stored materials

Currently, you can invoice for stored materials, but there is no way to signify on a future invoice that the material was then installed.
Adam Clark over 1 year ago in Prime Invoices 0 Future consideration

Auto Populate SubInvoices by cost code within New Prime Invoice

After entering all of my sub invoices for the current period. Having to 'manually' reenter these costs by cost code division with a new prime invoice is double work when all of this information exists. It would be nice to be able to have a drop do...
Guest over 1 year ago in Prime Invoices / Subcontract Invoices 0 Future consideration

prime invoice status bar color change

Change color of status bar once prime invoice has been paid to show percentage paid
Guest 7 months ago in Prime Invoices / UI User Interface Enhancements 0 Future consideration

Projects - Prime Invoice Screen add fields

Add a columns to show if the invoice has been paid, how much and what date.
Bruce Dutnall 4 months ago in Prime Invoices / UI User Interface Enhancements 1 Future consideration

Add Balance to Complete in Prime Invoice Generation Screen

Instead of receiving an error message that I'm trying to bill more than the balance to bill, it would be wonderful to know what my balance to bill is. I shouldn't have to do a calculation with the value and previous invoices, it should be a standa...
Guest 8 months ago in Prime Invoices 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 about 1 year ago in Prime Contracts / Prime Invoices 0 Future consideration