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WIP report

The WIP report embedded in the WIP dashboard needs to be an analytic report on the list by itself please.

Sue Parker about 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports 1 Future consideration

Create CO items during the CO creation steps

When you manually add a Change Order (CO), the CO Information page is created before you can add CO items. It would be beneficial if, after uploading the related files, you could add CO items before completing the wizard. Instead of having to scro...

Stacey Leary 3 months ago in CO 1 Future consideration

6 VOTE

Project Title and Prime Contract Title on Subcontract

We would like the Project Title and Prime Contract Title on Subcontract. When we are going through a workflow to approve it we cannot tell what project it is for.

Guest 8 months ago in Contracts and Procurement Workflow / Subcontracts 0 Future consideration

9 VOTE

Provide a link in emails from SCM that allows employees to open SCM

When a document is sent via any correspondence, team members such as architects and vendors can follow the link to the TeamLink Portal and access the documentation. However, if employees are copied, they can do nothing with that email . It would b...

Guest about 1 year ago in Contacts / Inbound Email / User Properties 8 Future consideration

9 VOTE

Easier way to view linked file when approving bills in workflow

It would be nice if there was an eaiser way for the approver of a bill or sub invoice to be able to see the linked file of the bill image

Jack Speshock about 1 year ago in Workflow 0 Future consideration

2 VOTE

Separate Cost Codes for payables and receivables

Only make cost codes for Payables and Receivables available to each of those catagories. For instance: Cant use the overhead cost code on an SCO but you can on a change order to a client. Make it so it cant even be an option on an SCO

Sue Kelly 3 months ago in Job Cost Codes 0 Future consideration

4 VOTE

Project Manager Sync

Have the project manager assigned in SageCM sync to the project manager field when exported/created in SageIntacct. Similar to how project type in SageCM syncs to SageIntacct.

Guest 6 months ago in Accounting Link for Sage Intacct 0 Future consideration

12 VOTE

Ability to assign different retainage percentage to each prime contract line item

In Intacct, you can assign varying percentages to contract line items. e.g., Contract Line Item #1 might have a set retainage value of 10%, while Contract Line Item #2 might have a set retainage value of %5. In SCM you can assign a default retaina...

Adam Clark over 1 year ago in Prime Contracts / Retention Retainage Holdback 3 Future consideration

1 VOTE

Export the Sync List to Excel

It would be helpful to be able to export the sync list to Excel before completing the sync. I can export the sync log to Excel but this doesn't have separate columns for the project, bill type, amount, vendor, etc. I can copy and paste the informa...

Jen Namie about 1 month ago in Accounting Links 1 Future consideration

1 VOTE

Daily Log - Creating daily log from crew timecard. Option to show manpower by employee

Currently when you create a daily log from a crew timecard, it groups all of the man power for your company onto one line. I would like the option to be able to see my employees names in the man power grid

Jack Speshock about 1 month ago in Daily Log (Daily Report) / Labor Timecards 0 Future consideration

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