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Allow for editing of select fields in Prime Contract when "locked"

It would be desirable to edit select fields in the prime contract even after the contract has posted to intacct and "locked". Examples of such fields include the "Start and Finish Dates" the "actual" dates will generally be updated after the contr...

Carl Lyles 10 months ago in Accounting Link for Sage Intacct / Prime Contracts 6 Shipped

5 VOTE

Back out Change order and Change Request after errored sync

When the client is importing a Change order to Intacct from SCM; if it errors out then it will not show the CO as posted, but it will still post and leave the Change Order and Change Request in Intacct. If the client makes the correction to the Ch...

Patrick Sheppard 7 months ago in Accounting Link for Sage Intacct 5 Shipped

13 VOTE

Create function to give users ability to increase idle time before Sage times out

When working on billing I'll often need to investigate a line item and then when I come back to Sage to enter, the program has timed out and I need to log in again. It's very frustrating.

Guest over 1 year ago in UI User Interface Enhancements 3 Shipped

7 VOTE

Prime Contracts - Add new field for customer PO #

No description provided

Norman Wendl 10 months ago in Custom definable Fields / Prime Contracts 5 Shipped

11 VOTE

Purchase Order Conversion Type Posting to Intacct

Currently when purchase orders are posted from SCM to Intacct, the conversion type is set for Quantity. This is a problem for lump sum purchase orders that will have more than one invoice/bill in SCM. Once the first partial invoice is posted to In...

Adam Clark over 1 year ago in Accounting Link for Sage Intacct 0 Shipped

3 VOTE

Adding Insurance and License documents via Teamlink links Files Incorrectly

When you link a file in the TeamLink Portal under Insurance, It does not show up under insurance, but instead under Classification (see attached word doc)

Bryan Shirota 5 months ago in TeamLink Portal 0 Shipped

9 VOTE

Allow drawing file uploads larger than 1000mb.

Allow drawing file uploads larger than 1000mb. Currently it is restricted. Commercial projects with 100+ drawing sheets are much larger in file size.

Guest over 1 year ago in Drawings / Linked Files (Projects) 0 Shipped

3 VOTE

Update Intacct Integration Overview

Please update the Intacct integration overview and the business process diagram with new features. Thank you

Guest 6 months ago in Accounting Link for Sage Intacct 1 Shipped

4 VOTE

120 min time limit for Team Link

Please remove the 120 min teamlink access. Not everyone is at a place to jump in and we have to resend multiple times.

Guest 9 months ago in Client Contract Admin / Teamlink Portal (General) 1 Shipped

8 VOTE

Mobile App - Add Work Order Option

The mobile app needs to be able to initiate/open the work order. This is a must have request for many prospects.

Sue Parker over 1 year ago in Mobile - Android / Mobile - Apple / User Security Roles / Work Orders 0 Shipped

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