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Scheduling auto-save

Please add an auto-save feature in the scheduling module.
Guest 3 months ago in Scheduling / UI User Interface Enhancements 0 Future consideration

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 9 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 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 3 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 3 months ago in Contracts and Procurement Workflow 0 Future consideration

Freeze Pane

When entering items into an estimate the top row should be frozen so if you are adding a lot then you can still see where M L S and O are.
Guest about 1 month ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Manually Type Cost Codes

It would be nice to be able to type the cost code number so you can continue tabbing across and not have to use the drop box and scroll through a small box
Guest about 1 month ago in Job Cost Codes 5 Already exists

Combine or Merge Vendors/Subcontracto

Sometimes different users, not realizing a vendor/subcontractor/name is already in Contact Management creates another vendor/subcontractor even though they are the same vendor. Having a merge or combine function would help reduce duplicates and ot...
Trina Lapena about 1 year ago in Companies 0 Future consideration

Allow scheduled reports to be emailed

Clients should be able to select a contact/ user and have a report prebuilt/ filtered and then schedule that report to run and then send (via email) to the designated contact. This would help automate their reporting and communication standards.
Patrick Sheppard 3 months ago in New Email Features & Email Browsing / Reporting / Analytics 0 Future consideration

Allow for bills being imported (from SIC) to be automatically approved

We frequently import bills (from SIC) to multiple projects at a time in order to upload payroll costs, credit card charges, etc to projects in SCM. In doing so, these bills default to a status of "pending". In reality, these bills have already gon...
Carl Lyles 6 months ago in Accounting Link for Sage Intacct / Contracts and Procurement Workflow 1 Future consideration

Import project records

Ability to import project records into SCM to bring in historical projects.
Jo Steiner 7 months ago in Accounting Link for Sage Intacct / New Product Integration / Projects 3 Future consideration