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Add the ability to have multiple Docusign accounts set up by user.

Contractors where each PM has their own Docusign account login
Deborah Lastro 11 months ago in eSign (including DocuSign) 1 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 over 1 year ago in Prime Contracts 2 Future consideration

Add a lead without a company

Contractors in the residential market dont necessarily use companies as their client, it would be directly to a person or homeowner in most cases.
Guest 3 months ago in Lead Setup Wizard 0 Future consideration

Add a total line to the item entry window in the estimating module.

I would like to see the total of the item I am entering on the same screen as I am entering the numbers in. Simple one line add for total item costs.
Ben Walters 3 months ago in Estimating Items / Work Items 1 Future consideration

Favorites links on Home Page

When opening the Sage phone app AND the web browser, the user assigned favorites should be front and center. It's inconvenient that favorites are 4 layers deep inside a project.
Chad Shaules 3 months ago in Favorites / UI User Interface Enhancements 0 Future consideration

Add ability to add backup to esign documents

When sending an estimate via e-sign feature it would be nice if you could attached supporting documents if needed.
Guest about 1 year ago in eSign (including DocuSign) / Linked Files (Projects) 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 about 1 year ago in Cost Plus With GMP / Cost Plus Without GMP / Subcontract Invoices / Vendor Bills 0 Future consideration

Prime budget cost code referenced on subcontract

It would be very helpful to see and reference the budget amount for the given costcode(s) that are being subcontracted on the procurement documents. Is this possible to do now?
Guest 9 months ago in Prime Contracts / Subcontracts 3 Future consideration

Change Management - Single line vs multiple lines on sync

Currently, when pushing over a change order on a prime contract, it syncs over into Intacct in multiple lines. It pushes over into the cost budget with a zero line for the contract value and on the contract side, it pushes over a zero line for the...
Jo Steiner about 1 year ago in Accounting Link for Sage Intacct 0 Future consideration

Ability to add new client contact when creating Prime Invoice

When creating a prime invoice it would be helpful to add a new client contact, instead of having to go back to the prime contract or to contact management
Gaylene Underwood 4 months ago in Contacts / Prime Invoices / UI User Interface Enhancements 2 Future consideration