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Enable Analytical Reports to round to the exact penny.

It would be extremely helpful for reports to run to the exact penny. Right now everything rounds to the nearest dollar.
Guest 26 days ago in Detail Financial Analytic Reports 0 Future consideration

Add "responsible contacts" to checklist from internal/master contact list and auto-update lead/project directory

There are multiple potential solutions to the issue at hand here, I am merely presenting a solution that seems logical from an end-users perspective. As stated in SAGECM-I-553, we utilize checklists for many internal workflow related items. In doi...
Carl Lyles about 2 months ago in Checklists / Project Directory 0 Future consideration

Include a hyperlink to the Lead/Project in Checklist Alerts

When using checklists and checklist alerts, the alert includes the lead/project number, but there is no easy way to quickly access the lead/project. Ideally, the lead/project number would be a hyperlink to the respective lead/project (much in the ...
Carl Lyles about 2 months ago in Checklists / UI User Interface Navigation 0 Future consideration

CO Entry/Distribution

Could it possible to modify the prime change order entry line item entry/distribution to be like the prime contract screen for distribution...prime contract change column and cost budget column?
Molly Toledo 5 months ago in CO 2 Future consideration

Add Project Specific Locations for job cost reporting purposes

Currently, project specific locations can be used on an estimate only. However, it would be nice to copy these locations to the project side via the contract admin setup wizard. This would facilitate a new set of job cost reports by location.
Norman Wendl 3 months ago in Detail Financial Analytic Reports / Locations / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Future consideration

Outside Emails

IS there a way that we could route outside emails into a project? can we have a project specific email to copy so it will save an email to the project? Or could there be an outlook add in that allows us to save emails and documents within outlook ...
Guest 7 months ago in Inbound Email 0 Future consideration

AP pulling into AR billing automatically.

We are needing the subcontract invoices and bills to pull into the AR billing automatically.
Guest 7 months ago in Cost Plus With GMP / Cost Plus Without GMP / Subcontract Invoices / Vendor Bills 0 Future consideration

Job Address and Email Address Visibility in Prime Contracts

Currently you have to go into "Edit" mode to see the job site address for a Prime Contract. For those who need to see it and may not have access to edit records, it would be helpful to have it visible in the Prime Contract Information Screen at th...
Dawn Parents 9 months ago in Prime Contracts 2 Future consideration

Forum for Shared Reports like Quickbooks

There is a lack of simple standard everyday use reports. Creating custom reports is a near impossible task unless you have hours to build them. Quickbooks has a "contributed reports" section where you can download and build off of other users crea...
Aimee Boehm 5 months ago in BI Summary Dashboards / Detail Financial Analytic Reports / Log Style Reports 0 Future consideration

Have different Items for each prime contract line in CM

In Intacct we have the ability to assign Item IDs to each contract line, this is very helpful as we have Avalara linked to our Intacct to automatically calculate sales tax for each invoice. So this causes us an issue with the invoices from CM comi...
Brandon Dahn 3 months ago in Accounting Link for Sage Intacct / Prime Contracts / Tax 4 Future consideration