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Adding CPRs to Pending COs

You cannot add change proposal requests to a pending prime contract change order. Should be able to add using the action command within the prime contract change order itself and also using the prime contract change order wizard (a new dropdown fo...
Adam Clark over 1 year ago in CO / CPR 0 Planned

Include Checklist Templates in Lead/Project Wizard

We have elected to utilize "Checklists" to assist with internal workflow. We have created a checklist template for leads and estimates which includes the steps of our internal workflow. In creating a Lead, we add the checklist template to the lead...
Carl Lyles 8 months ago in Checklists / Lead Setup Wizard / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Planned

Automate the ERP JTD cost sync

Automate the sync where it runs at set intervals throughout the day. I would say hourly would be ok for most customers but there are going to be some who are going to want more "real time" data. Also leave the ability to click the button to retrie...
Jack Speshock about 1 year ago in Accounting Link for Sage Intacct 0 Planned

Make Sync Errors Logs usable with out support

Sync Error Logs look confusing and not useful. If you look them up in the help section nothing comes up. I have to get some one else involved and wait 24 hours for a response to figure out what is wrong with my transaction. Make them describe how ...
Guest 7 months ago in Accounting Link for Sage Intacct 1 Planned

Under the Prime Contract Invoice Information in the Net Retainage Summary box it would be helpful to have a column that shows the Subcontractor Retainage amounts.

This would give you a snapshot of how much retainage is currently being held for the entire contract. There is currently not a view that shows this information.
Guest 12 months ago in Prime Invoices / Subcontract Invoices 0 Planned

Automate the ERP payment sync

Automate the ERP retrieve payment sync. Be able to set intervals on when you need it to sync (how many hours) and still keep the button to manually pull the latest payment information.
Jack Speshock about 1 year ago in Accounting Link for Sage Intacct 0 Planned