For AP transactions can we make a way for only Vendor Companies to populate in the drop down of transactions being entered
I have a few clients who have Company's in SCM that are both Vendor's and Customers and in the drop down the same name appears for both so they are sometimes populating the Customer company into the AP transactions that they are adding instead of ...
We manage the accounting system (QBO) and AP processor for our client. When bills and sub invoices are added to SCM, we review and sync over to the accounting system and AP processor so that the bills can be paid. Since the client manages the proj...
Vendor hub to be more like a supplier directory not just hold info on Vendors who have transactions against
Would like to see the vendor hub set up more around the vendor directory to show all live vendors, transactions, activity, performance etc. Having a dashboard like in Intacct where you can select vendor and see its activity, analytics
Woudl be good to see more detail around contacts - type of contact ie Supplier/Vendor or Client also for supplier/Vendors the location they work and the type of works
Vici Plunkett
about 1 month ago
in Contact Management
0
Future consideration
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...
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.
Currently when you make a company "Inactive" and there had been a previous subcontract or purchase order, that subcontract or PO record is no longer visible in the procurement views. There should be an option to deactivate and allow the record to ...
Link existing files / photos to daily logs on mobile device
Add the ability to link existing Photos Feature taken via Mobile App and add the photos to a daily log. Add the ability to link uploaded files and images to other feature like in the browser solution.