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User Interface

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Wizard Column View

Hello, It would be really great if due date could be added to the batch wizard columns for bills and sub invoices.
Guest 7 months ago in Accounting Link for Sage Intacct / Subcontract Invoices / UI User Interface Enhancements / Vendor Bills 2 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 about 1 year ago in Alerts and Calendars / Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

Template modificatons

It would be nice if there was a simple way to modify the templates, rather than only being able to adjust the email forms. Simple things like living in Canada, our address shows zip codes (usa) etc. A previous program we used had a whole template ...
Guest about 1 year ago in Email Templates (includes custom template) / UI User Interface Enhancements 0 Future consideration

Project Name and Number need to be at the top of each and every page, especially when going into the reports. It makes navigating impossible otherwise

With many tabs and reports open, if you look away for a min. you have no idea which project you are even looking at anymore and have to start the process over, or sort through to find your originating tab.
Mike Just 8 months ago in UI User Interface Navigation 0 Future consideration

New Getting Started Tab on Home View that includes important links to Settings areas and functions

This could mimic the Getting Started Implementation Guide. See link below. https://help.sagecm.intacct.com/Content/GettingStarted/ResourceCenter_GettingStarted.htm
Norman Wendl 9 months ago in UI User Interface Enhancements 0 Future consideration

Add Team Open Items Module in Leads

Add the following Module and reporting to Leads: Team Open Items
Guest 9 months ago in Alerts and Calendars / Leads (Active or Intactive) / UI User Interface Enhancements 0 Future consideration

Add addition Column options to Modules

In Particular Expiration Dates on Permits List, but in many modules there are informational items that would be super helpful to have column options on.
Guest 10 months ago in Permits / UI User Interface Enhancements 0 Future consideration

Add Option to Create SCO and Create Sub Invoice from Actions when in Subcontract

It would streamline the UI experience if when in a subcontract you can go to Actions and have the ability to Create SCO or Create Invoice from the dropdown. It would smooth the transition and eliminate unnecessary clicks.
Dawn Parents 10 months ago in UI User Interface Enhancements 0 Future consideration

Bookmark name for the Project Page

When bookmarking a project page, by default, make the bookmark name the project name not Sage.
Guest 12 months ago in Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Project Directory - Bulk action for TeamLink Role

It would be helpful to have the ability to assign teamlink roles in bulk action on the project directory list.
Guest about 1 year ago in Project Directory / Teamlink User Roles / UI User Interface Enhancements 0 Future consideration