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Create RFI from an Issue

It would be really helpful to be able to create or reference an RFI from an existing issue in the system just to tie things together a bit better.
Dario Tomic about 1 year ago in Issues / RFI 0 Future consideration

Accounting Link Permissions

I wanted to bring up a point that I believe would enhance our team's efficiency and streamline our processes. Currently, only the 'Administrator' and 'Finance Administrator' roles have access to the Accounting Link module. It would be beneficial f...
Guest about 1 month ago in Accounting Links / User Security Roles 3 Already exists

Rejected workflow non administrator abandon

When a workflow is completed due to all aprovers rejecting it locks the transaction and then the only user type that can Abandon it is an Administrator. If then an Administrator isn't available to unlock then it can delay something that shouldn't ...
Tim Smith 7 months ago in Workflow 0 Future consideration

List views column width

On the list views it would be nice to be able to control column widths to make things list better and be more readable. e.g per attached make the supplier and subject columns wider and project contract and totals narrower Or make the columns width...
Tim Smith 11 months ago in UI User Interface Enhancements / UI User Interface Navigation 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 9 months ago in Job Cost Codes 3 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 11 months ago in Drawings, Specifications & ITBs 4 Future consideration

Allow bills to be entered in SCM without project

Currently all bills have to be entered within a project. It would streamline the process if we could enter bills without assigning them to a project OR be able to move them from one project to another. Sometimes we receive vendor invoices (bills) ...
Guest about 1 month ago in Accounting Links / Vendor Bills 1 Unlikely to Implement

Allow for more granular settings in controlling which fields sync to SCM from Intacct

In our scenario. this idea pertains specifically to employee information, but it could be broadened to a more general scope regarding the integration. When syncing employees from Intacct to SCM, there are certain fields that we would prefer not to...
Carl Lyles 2 months ago in Accounting Link for Sage Intacct 0 Future consideration

Recycle Bin for deleted items

Would be nice for us to be able to recover an accidentally deleted item such as estimate, subcontract, timesheet etc.
Aimee Boehm 2 months ago in Document Viewer / Drawings / Linked Files (Projects) / Photos / User Interface 2 Future consideration

Link existing files / photos to daily logs on mobile device

Add the ability to link existing Photos Feature taken via Mobile App and add the photos to a daily log. Add the ability to link uploaded files and images to other feature like in the browser solution.
Jack Speshock 4 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / Photos 2 Future consideration