UI User Interface Enhancements

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Have File Repository or Area for Company Files not tied to a Lead or Project

Details: Menu Option: Company Files Folder / Subfolder Structure Permission Attributes Internal Employees Specific Employees All External Companies Show In TeamLink Portal (This would be a new menu option in portal.)

Norman Wendl 9 months ago in Linked Files (Projects) / UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

6 VOTE

Emailing Purchase Orders to our employees

Currently you can email a purchase order to a vendor. What is lacking is the ability to be able to email the approved purchase order to our Superintendents so that they can either pick up goods or order the materials etc.

Guest over 1 year ago in Email Templates (includes custom template) / Emailing and Email Templates / Purchase Orders / UI User Interface Enhancements 1 Future consideration

2 VOTE

prime invoice status bar color change

Change color of status bar once prime invoice has been paid to show percentage paid

Guest 6 months ago in Prime Invoices / UI User Interface Enhancements 0 Future consideration

5 VOTE

Excel Imports to allow XLSX File Format

Allowing .xlsx file formats would greatly improve a user's capability within Excel when formatting files for import into the application. For example, there are new formulas like XLOOKUP and array formulas that could be used. Power Query Editor co...

Jason King about 1 year ago in Other / UI User Interface Enhancements 0 Future consideration

3 VOTE

Add a messaging application for internal project use

Instead of having to use external messaging applications (imessage, WhatsApp, Slack, etc) have an internal messaging app so the communication stays within the system and can be referenced in future if required.

Guest 9 months ago in Journals / New Product Integration / UI User Interface Enhancements 2 Future consideration

5 VOTE

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 over 1 year ago in Prime Contracts / Tax / UI User Interface Enhancements 2 Future consideration

4 VOTE

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

1 VOTE

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 3 months ago in Prime Contracts / UI User Interface Enhancements 1 Future consideration

1 VOTE

Projects - Prime Invoice Screen add fields

Add a columns to show if the invoice has been paid, how much and what date.

Bruce Dutnall 3 months ago in Prime Invoices / UI User Interface Enhancements 1 Future consideration

4 VOTE

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

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