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Option to turn off workflow emails

Some administrators are getting more emails than they would like from the workflows. It would be nice to have a way to turn off the automatic emails.
Guest 3 months ago in Contracts and Procurement Workflow / New Email Features & Email Browsing 0 Future consideration

Drop Downs Need Parameters

When entering a sub invoice after selecting the subcontractor the menu does not limit the available job cost codes to the one that are only for that vendor. It has all available. This causes major accuracy issues when all job cost codes even outsi...
Guest 7 months ago in Job Cost Codes / Subcontract Invoices / UI User Interface Enhancements 0 Future consideration

Drawing Overlay

One of my Superintendents asked if there was a tool to overlay one drawing type over another type such as plumbing over a floor plan to see that all is going to match up properly. This would be incredibly useful for the PMs and Superintendents.
Molly Toledo about 1 year ago in Drawings, Specifications & ITBs 0 Future consideration

Drawings uploads- naming pages

It would be good if there was a way to input the "Drawing#" at the time you are uploading. The system automatically gives a Drawing# to each page. It is a VERY time consuming process to rename pages [Drawing#s] after they are in the system, especi...
John Stone over 1 year ago in Drawings, Specifications & ITBs 4 Future consideration

Sage Intacct GL Posting Date from SCM Bills

Currently when syncing an invoice to Sage Intacct from SCM, the GL Posting date field is populated with the Invoice Date. This can be an issue if a Client has closed that period already. It would be helpful to add a setting in posting preferences ...
Adam Clark 5 months ago in Prime Invoices / Purchase Orders / Subcontract Invoices / Vendor Bills 3 Future consideration

Workflow Flexibility for Minor Changes

Currently, if you have sent an item through a workflow, you cannot make any minor changes to that invoice (e.g., correct spelling error in subject, change payment terms, etc.). It would be helpful to allow for these minor changes without having to...
Adam Clark 5 months ago in Contracts and Procurement Workflow 0 Future consideration

Mobile app should be able to work in offline mode

It would be helpful to be able to use the mobile app in offline mode so if you are on a site with limited or no wifi you could still enter [limited] items into the daily log: general notes, enter workforce and take photos. Then when you are back i...
John Stone over 1 year ago in Sage CM Mobile 1 Future consideration

Create Change Proposal Request from an RFI

A typical workflow would be to create a change proposal request from a request for information. It would be beneficial to have that option added from the request for information.
Adam Clark over 1 year ago in CO / RFI 0 Future consideration

Report/Schedule

As discussed with Dave, See attached files of a report one client is looking for. In particular they want to have the schedule dictated by percent complete which is figured by using square footage of work completed versus budgeted square footage o...
Guest 30 days ago in Detail Financial Analytic Reports / Reporting / Analytics / Schedules (Gantt Chart) 0 Future consideration

Can there be more than 5 cost types

Client needs the ability to create more than 5 cost types to split data out in Sage Intacct
Guest about 1 year ago in Job Cost Codes 3 Future consideration