When Adding Bills Should be Able to Link Files Right Away
When creating bills for invoices in order to add the document you have to save and link. You should be able to link or add the PDF document on the first page of adding the Bill... If I am entering more then one invoice for a Job i want to be able ...
Should be able to add cost codes well adding Bills and/or Misc. Expenses the same way you can add a new company and come back to where you left off. You don't realize you are missing it until you go to add and having to leave the page and start al...
Guest
3 months ago
in Job Cost Codes
2
Future consideration
I have had a customer request the ability to upload drawings and specs from the mobile app. Their project managers all have iPads that they use for work.
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...
Please add an option to send a meeting agenda to to the team/attendees instead of just an "invite". The agenda would go to the attendees emails so participants can review before and during a virtual meeting.
We need the ability to remove default from the list of reports with we have created a custom report. This is especially important for contracts, we have had contracts created without our legal language because a PM accidentally used your default r...
Automatic Reminders for overdue items requested from Subs/Vendors/Clients/Architects
It would be nice for Sage to send out auto reminders to vendors that for example, a submittal was due yesterday, and then again the next day until it is marked in the system. I know you can run a report to see whats open and manually send a remind...