All ideas

When adding a new company to Sage, you input all of the address, contact info, etc. It would be more natural to also choose company Classification at this stage. As it stands, you have to fully add the company AND THEN you can assign classificatio...

Would like to make expired Insurance Certs inactive, not deleted or overwritten. This way they no longer show in our Alerts as needing attention because they are expired - but they are retained with the dates that were on the original certs for fu...

When a new vendor/subcontractor is created in SCM, it would be nice if we add their Tax ID number in this area to have it sync into QuickBooks > Additional Info > Business ID No./Social Security No. with the rest of the companies information.

When we create CPR's and CO's that use our Standard Cost code list; if we have created Owner Codes to show the SOV in a certain way, when we create a Prime Invoice grouping or summing by Owner Code, the CO's roll into the line items instead of rem...

Scenario: A bill is inputted incorrectly in SCM.Fix: You have to unlink the bill in SCM from Intacct, go into Intacct and delete it, go back to SCM and edit the bill, resend it through Accounting Link from SCM for it to show up in Intacct. and on ...

Scope of Work section should always be visible by default, without requiring the user to click to expand it in all tools. This will help prevent the overlooking of the important details, improves workflow efficiency and ensures greater visibility ...

We use multiple prime contracts for service work and currently we have to add them manually and add markups to each one.

It has come to our attention that the current version of Sage only allows for marking an entire submittal package as "closeout." While this feature may be functional for others, it falls short when dealing with closeouts within a specification sec...

We need the ability to remove default from the list of reports with we have created a custom report. This is especially important for contracts, we have had contracts created without our legal language because a PM accidentally used your default r...

When you approve through the mobile app or the desktop browser you see an approved and a reject button. When clicking on those, a window displays a comment field to type into. It would be helpful if you approved through the email notification that...