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Add option for "lead directory" in favorites shortcuts for leads

Ideally there would be an option to add favorite shortcuts for all items in the lead/project menu.
Carl Lyles 3 months ago in Leads (Active or Intactive) / UI User Interface Navigation 0 Future consideration

Making a detailed Audit Trail Report

This would allow me to see the exact changes that were made by each user that has access to certain steps in the billing process.
Guest 6 months ago in Reporting / Analytics 0 Future consideration

Ability to Edit Date of Daily Log in the App

It would be good to be able to edit the date of a daily log from the app, one of our Supers accidentally chose the wrong date for his daily log, so ended up with 2 daily logs for 5/20, our employees in the field make up 98% of the daily logs, they...
Molly Toledo 6 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple 0 Future consideration

Ability to assign different retainage percentage to each prime contract line item

In Intacct, you can assign varying percentages to contract line items. e.g., Contract Line Item #1 might have a set retainage value of 10%, while Contract Line Item #2 might have a set retainage value of %5. In SCM you can assign a default retaina...
Adam Clark about 1 year ago in Prime Contracts / Retention Retainage Holdback 3 Future consideration

Non-admin access to the settings modules

Non-admin users should not have access to the Sage SM settings modules, even read-only. I have a user set up with very basic access for daily logs, yet they can see the list of all the Sage CM users, their email addresses, and so on. Non-admin, lo...
Guest 3 months ago in UI User Interface Enhancements / User Properties / User Security Roles 0 Future consideration

Hyperlink in Sage Intacct that goes to Sage CM record

Create a field in sage intacct, that field gets populated with record specific url for the sage cm record. This would allow someone who is in sage intacct to open up the record in sage cm to see any linked files or additional information.
Jack Speshock 3 months ago in Accounting Link for Sage Intacct / Linked Files (Projects) 1 Future consideration

Ability to Change Order Out Held Retainage.

When a subcontract warrants retaining the retainage either in whole or partial for a subcontractor to cover damages, repairs by others, etc., there is not currently a way to account for that other than leaving an open balance in SAGE. It would be ...
Dawn Parents about 1 month ago in SCO 1 Future consideration

Add Option to Create Bill from Subcontract in Procurement

PO option has this feature to create bill from PO. I know subcontracts are a bit more complex, however even if the option was available to create bill from subcontract, it could simply take you to sub invoices and would be a time saver feature to ...
Dawn Parents 9 months ago in Procurement 0 Future consideration

Easier way to view linked file when approving bills in workflow

It would be nice if there was an eaiser way for the approver of a bill or sub invoice to be able to see the linked file of the bill image
Jack Speshock 7 months ago in Workflow 0 Future consideration

Estimated Percent Complete Entry Screen

From what I understand, when entering Estimated Percent Complete, this only impacts Labor and Equipment forecasting. It seems like the Estimated Percent Complete Details entry screen includes ALL cost codes, not just ones with labor or equipment h...
Adam Clark 7 months ago in Reporting / Analytics 1 Future consideration