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Populate PO fields in Intacct form SCM import

It would be great of the PO from SCM going into Intacct would populate fields like the Schedule dates or the Internal Issued by field with the employee who created the project.
Brandon Dahn 10 months ago in Accounting Link for Sage Intacct / Purchase Orders 0 Future consideration

Can there be more than 5 cost types

Client needs the ability to create more than 5 cost types to split data out in Sage Intacct
Guest over 1 year ago in Job Cost Codes 3 Future consideration

Ability to "favorite" projects

On the project overview page it would be nice to be able to favorite projects and have them appear in the "jump to" drop down. As an admin I need access to all projects but there are certain ones our admins oversee regularly and faster access woul...
Kenani Brandon over 1 year ago in Favorites / Projects (Active and Inactive) 1 Future consideration

Add a scale tool to the drawings viewer

Add a tool where the user can set the drawing scale, this will allow them to know the measurements of items in the drawings.
Jack Speshock over 1 year ago in Digitizer / Document Viewer / Drawings 0 Future consideration

More user-friendly Daily Logs/Field Reports

The feedback we receive the most from our field guys is that since switching platforms the daily logs/field reports are not nearly as user friendly as the previous software we used. Takes approx. twice as long to complete, have to input weather ma...
Guest over 1 year ago in Documentation 0 Future consideration

Allow for bills being imported (from SIC) to be automatically approved

We frequently import bills (from SIC) to multiple projects at a time in order to upload payroll costs, credit card charges, etc to projects in SCM. In doing so, these bills default to a status of "pending". In reality, these bills have already gon...
Carl Lyles 11 months ago in Accounting Link for Sage Intacct / Contracts and Procurement Workflow 1 Future consideration

Ability to send email notifications to subs within the app

When creating punchlist items in the mobile app we have the ability to assign to third party subs or vendors, but not the ability to send that notification to the vendor.
Guest 5 months ago in Sage CM Mobile 2 Already exists

Insurance Expiring Alert

An alert needs to be sent out to someone that can be set as an insurance manager letting them know that the subcontractors insurance is about to expire on their project.
Misty Toulouse over 1 year ago in Projects 3 Future consideration

Prevent sync to Intacct if Vendor is out of compliance

No description provided
Matthew Carlisle 2 months ago in Accounting Link for Sage Intacct / Compliance / Contact Management / Vendor Bills 0 Future consideration

Email checklists

Allow to email the checklist assignment to the assignees.
Guest 6 months ago in Alerts and Calendars / Checklists / New Email Features & Email Browsing / Notifications 0 Future consideration