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Invoice Approval - Being Able to Add Comments When Approving via Email

When you approve through the mobile app or the desktop browser you see an approved and a reject button. When clicking on those, a window displays a comment field to type into. It would be helpful if you approved through the email notification that...
Adam Clark 8 months ago in Contracts and Procurement Workflow / New Email Features & Email Browsing / Notifications 0 Future consideration

Create ability to select Phase for commitments sent to Sage 100/300

I have clients who use the phase function in 100 (and I heard this is similar in 300) to track their costs more narrowly and they indicate that not being able to track costs like this is a potential deal breaker. I could see globally-created categ...
Sean Coffman 3 months ago in Accounting Link for Sage 100 Contractor 1 Future consideration

PO Bill and Sub default auto populate fields from Supplier info or Settings

To help speed up PO, Bill and Subcontract entry if certain fields could be pre populated from supplier fields or system settings. For a PO currently Issued By and Authorized By populates the same from the Prime Contract Contact. Would be useful to...
Tim Smith 7 months ago in Contact Management / Contacts / Procurement 0 Future consideration

Subject Line in ITB Subcontractor Emails

Clicking on a subcontractor on the ITB vendors page shows the vendor's history on the project. At the bottom of the page, it shows the emails sent. We have created a number of email templates to use throughout the bidding process. It would be help...
Marc Macialek 4 months ago in ITB (Invitation to Bid) / UI User Interface Enhancements 0 Future consideration

Improved Accessibility of RFI and Submittals for Entire Project

In our World, it is important that the entire project team (all vendors) are able to see all of the projects RFI's in the portal. A lot lot of the times, other trades that are not the originator or respondent are affected by an RFI answer, so they...
Guest over 1 year ago in RFI / Submittals / Teamlink Portal (General) / User Properties 1 Already exists

Mass Delete Vendors from ITB

Consider the ability to delete multiple vendors from ITB at once in lieu of . Similar to "Choose Bulk Actions" button in Estimating.
Michael Miller about 1 month ago in ITB (Invitation to Bid) / UI User Interface Enhancements 0 Future consideration

Titles for contacts - ability to add a new title on the fly

When entering a contract and their title is not already in the master list have the ability to add it to the list without having to leave the contact screen.
Bruce Dutnall 4 months ago in Contacts / UI User Interface Enhancements 1 Planned

AR & AP Syncing

Allow for AR & AP invoices to sync from Intacct for updating job costs vs. GL transactions. This would allow for more detail in job costing as well as updating invoiced amounts on contracts, purchase orders, and subcontracts. Right now for tho...
Guest about 1 year ago in Accounting Link for Sage Intacct 0 Future consideration

Sync Photos from Daily Log to the Photos Tool

We would like for the photos to automatically appear in the Photos tool when we upload to Daily Log.
Meredeth Dotson over 1 year ago in Daily Log (Daily Report) / Linked Files (Projects) / Photos 2 Future consideration

Photo Albums Added without needing to Attach Photos

This would allow PMs to build albums ahead of field work so field employee could upload to albums already prepopulated.
Guest 3 months ago in Photos 0 Future consideration