Sage Construction Management Ideas Portal
ADD A NEW IDEA

Contracts and Procurement Workflow

Showing 19

add Project Name as a column in the workflows dashboard

Add Project Name as a column in the workflows dashboard.
Guest 26 days ago in Contracts and Procurement Workflow 0 Future consideration

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

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 9 months ago in Contracts and Procurement Workflow / Time & Expense Workflow 1 Future consideration

AP bills adjustable invoice date

Make a date change available on an AP bill so if a PM hold a bill for a long time before approving, the date can be change when it gets approved. This avoids having to unlock the bill, change the date, and re-initiate.
Sue Kelly 2 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Subcontract Invoices / Vendor Bills 1 Future consideration

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 5 months ago in Contracts and Procurement Workflow 1 Future consideration

Mobile App needs a workflow tab

It would be nice if a person could click on a tab in the app that would take them to the Workflow page where they could easily look through and approved or decline items.
Guest 6 months ago in Contracts and Procurement Workflow / Mobile - Android / Mobile - Apple / Time & Expense Workflow 1 Future consideration

Add classifications to approval workflow conditions

It would be nice to be able to condition approval workflows by classification field values. We have two different sub departments in our construction department. Those two departments have different department heads that need to review Contracts/I...
Dario Tomic 5 months ago in Contracts and Procurement Workflow 3 Future consideration

Add Columns to Workflow Page

It would be nice to have the ability to sort by invoice due date on the workflow page. Currently, the invoice date and workflow due date are availble but the invoice payment due date is not.
adam rutledge 6 months ago in Alerts and Calendars / Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

Credit invoice into workflow

Currently if you add a return/credit to the system, the PM isn't alerted of this. It would be nice if there was an option in the workflow where these would go in and they could simply click acknowledged or something. As it wouldn't really need app...
Guest 5 months ago in Contracts and Procurement Workflow 2 Future consideration