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Alerts and Calendars

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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 12 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Subcontract Invoices / Vendor Bills 1 Future consideration

Add To Dos to Active Projects Calendar

It would be really nice to be able to create new To Dos on the general/multi-project calendar. The calendar/to dos would be much more likely to be utilized and effective.
Kenani Brandon over 1 year ago in Alerts and Calendars / Project To Do 0 Future consideration

Lower Time On Pop Up Alert

Please lower the time that the Pop Up Alert stays on. At least allow the escape button to kill the popup. It is a significant waste of time to move the mouse to X out the pop up. When I have to look at that popup hundreds of time so far, it is sta...
Steve Peitler about 1 year ago in Alerts and Calendars / Mobile - Android / Mobile - Apple 1 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 over 1 year ago in Alerts and Calendars / Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

Summary of Approvals (Bills)

It would be ideal if Project Managers could have a dashboard with a summary of all approval requires. Currently, a project manager needs to browse each job to see all pending bills and approve individually. A dashboard on the homepage listing all ...
Guest 10 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Vendor Bills 0 Already exists

Add Team Open Items Module in Leads

Add the following Module and reporting to Leads: Team Open Items
Guest 11 months ago in Alerts and Calendars / Leads (Active or Intactive) / UI User Interface Enhancements 0 Future consideration

Project Durations

Prospect requested that project durations can be linked to individual line items in an estimate so that estimate durations can be changed in bulk.
Sue Parker about 1 year ago in Alerts and Calendars / Estimating Items / Work Items 0 Future consideration