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Hyperlink in Sage Intacct that goes to Sage CM record

Create a field in sage intacct, that field gets populated with record specific url for the sage cm record. This would allow someone who is in sage intacct to open up the record in sage cm to see any linked files or additional information.
Jack Speshock 6 months ago in Accounting Link for Sage Intacct / Linked Files (Projects) 1 Future consideration

Making a detailed Audit Trail Report

This would allow me to see the exact changes that were made by each user that has access to certain steps in the billing process.
Guest 9 months ago in Reporting / Analytics 0 Future consideration

Ability to Edit Date of Daily Log in the App

It would be good to be able to edit the date of a daily log from the app, one of our Supers accidentally chose the wrong date for his daily log, so ended up with 2 daily logs for 5/20, our employees in the field make up 98% of the daily logs, they...
Molly Toledo 9 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple 0 Future consideration

Granting Project Access by Adding Company Contact to Project Directory

In lieu of having to add a project to a User in the Company Settings, it would be useful to have any user be granted access to a project if their corresponding Company Contact was added to the project directory.
Adam Clark about 1 year ago in Contacts / Project Directory / Teamlink Portal (General) 1 Future consideration

Printable Schedules

Though the schedule does look beautiful on screen, it is almost impossible and takes a lot of tries to print a legible PDF document to share with clients and/or trades. This is almost the only reason our team here is loath to use the scheduling to...
Audrey Peebles 12 months ago in Schedules (Gantt Chart) 0 Future consideration

Add "responsible contacts" to checklist from internal/master contact list and auto-update lead/project directory

There are multiple potential solutions to the issue at hand here, I am merely presenting a solution that seems logical from an end-users perspective. As stated in SAGECM-I-553, we utilize checklists for many internal workflow related items. In doi...
Carl Lyles 5 months ago in Checklists / Project Directory 0 Future consideration

Add ability to customize Teamlink views

This is a big one. Right now, the teamlink view for external parties is a bit messy in my opinion. For example, when sending an RFI the request is collapsed by default so someone needs to expand it to view the request. It would also be nice to be ...
Dario Tomic about 1 year ago in Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

Project Number and name Display

When in a particular project, only the number of the project is visible at the top of the screen. It would be helpful for our field employees if they could see the project number and project name to confirm they are in the correct project.
Guest 9 months ago in Sage CM Mobile 0 Future consideration

Recognize date issues prior to accounting system sync

If the system can recognize when an issue date is after the payment due date and provide an error message, it will reduce the back and forth with the invoice approver. I found this error when I attempted to sync the invoice with Intacct. Now I hav...
Guest 6 months ago in Accounting Link for Sage Intacct / Prime Invoices / Subcontract Invoices / Vendor Bills 0 Future consideration

Push Classifications to Intacct. Project Type on the Project Record for example.

Project type is extremely useful for filtering and reporting in Intacct and as the field is native in both systems can it be pushed. The other classifications would also be useful.
Matthew Carlisle 9 months ago in Accounting Link for Sage Intacct 1 Future consideration