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Information Shown on PDF of Project Directory

Can email addresses be added to the pdf/"report" of the project directory?
Genevieve E 4 months ago in Log Style Reports / Project Directory 0 Future consideration

Have the Gov/Tax ID in the company information sync to the Vendor/ Customer Tax ID section in Intacct

When a client is synching Vendors (created in SCM) to Intacct, they are adding in the Gov/Tax ID expecting it to sync in with the rest of the information put into the company. Once the Vendor is created in Intacct, it will leave off the Tax ID sec...
Patrick Sheppard 2 months ago in Accounting Link for Sage Intacct 2 Planned

Time Expense & Misc .Expense Log View - add columns for Sub Total and Sale Tax

We track the Sales tax and the total would be nice to see the columns.
Guest 2 months ago in Misc. Expenses / UI User Interface Enhancements 1 Future consideration

Populate PO fields in Intacct form SCM import

It would be great of the PO from SCM going into Intacct would populate fields like the Schedule dates or the Internal Issued by field with the employee who created the project.
Brandon Dahn 5 months ago in Accounting Link for Sage Intacct / Purchase Orders 0 Future consideration

Drawings-Overlay for revisions

When a revision is uploaded the revision overlays the last revision. This way you can see what was changed
anthony henderson over 1 year ago in Drawings 0 Future consideration

Add a comments or notes column to the estimating items screen.

Adding a comments column to the item screen, that is editable an visible on the items tab, would allow a user to input comments for each item on the list for special instructions or clarifications. This is not the same as a comments tab for the wh...
Ben Walters 18 days ago in Estimating Items / UI User Interface Enhancements 2 Already exists

Add Companies to Project from Company Profile Page

You should be able to select a company in the contact management page and manage the projects they are on. To have to go through each individual project they are on and add them to each one is tedious and inefficient.
Guest 19 days ago in Companies / Contacts / Project Directory / UI User Interface Enhancements 0 Future consideration

Changes to Subcontractor Invoices Main Page

The page should show invoice total, retentions amount and net invoice. The page should be able to be printed and exported to Excel.
Guest 19 days ago in Subcontract Invoices 0 Already exists

Allow for filtering by "Sales Contact", "PM Contact" and other lead/project fields in setting a users access to active leads & projects.

The system currently only allows for filtering by classification when setting which active leads and projects that a user will have access to in the company settings. Ideally, native system fields like "sales contact", "PM contact" etc. would be a...
Carl Lyles 8 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 Future consideration

Ability to create different formats for reports such as invoices

When using the unit billing contract type i want to be able to group items by owner cost code rather than by cost code. So, the ability to create a format for this invoice would be great.
Guest 19 days ago in Detail Report Templates / Prime Invoices 2 Already exists