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User Interface

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Procurement OCR

Could you add an invoice view screen when someone is converting an invoice? I currently have to open up another tab to look at the image of the invoice. It would be nice if it already did that while converting.
Guest about 1 year ago in OCR / UI User Interface Enhancements 0 Future consideration

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.
Norman Wendl about 1 year ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration

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 7 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

Allow for editing of variables from items tab in estimate

In the "items" tab of the estimating module, it would be desirable to view and edit assembly variables via an "edit all" button.
Carl Lyles 11 months ago in Estimating Items / UI User Interface Enhancements / Work Assemblies 0 Future consideration

Bulk action to change PRIME CONTRACT

We are all humans some times we make mistakes, so in order to correct this mistakes and keep the work flow we need a BULK option to change PRIME CONTRACTS whiting the same project because now we have to do it ONE BY ONE! If we uploaded 1000 wrong ...
Guest 4 months ago in Prime Contracts / UI User Interface Enhancements 1 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 a PO Reference Column in the Bill List feature

Can we add a PO reference Column to the Bill List area of the system?
Guest 7 months ago in Purchase Orders / UI User Interface Enhancements / Vendor Bills 1 Future consideration

Expand/Collapse Side Menu Hold

If I expand the side menu it should stay expanded.
Guest 4 months ago in UI User Interface Enhancements 0 Future consideration

Include a hyperlink to the Lead/Project in Checklist Alerts

When using checklists and checklist alerts, the alert includes the lead/project number, but there is no easy way to quickly access the lead/project. Ideally, the lead/project number would be a hyperlink to the respective lead/project (much in the ...
Carl Lyles 8 months ago in Checklists / UI User Interface Navigation 0 Future consideration

NZ/AUS need option to 'Schedule out' payment claims from subcontractors

In NZ/AUS we need the ability to adjust subcontractor payment claims (under subcontractor invoices) with comments as to why their claim was adjusted. There needs to be a comment field per line item, and a bookmark that references this in the mail ...
James Arrowsmith over 1 year ago in Journals / Subcontract Invoices / UI User Interface Enhancements 1 Future consideration