Anyway to get notification bubblies like we do up in our alerts at the top right hand corner, on the Home screen so you know you have actionable in the Alerts, Workflow, or E-sign areas?
Hi, It would be nice if there was a drop down option for POs so that you can change to approved without having to go in and edit. The bills work that way now so would be a nice consistency as well.
Have the ability to adjust the amount due to rounding differences. Currently, you can only adjust the percentage held on the total invoice but it then calculates and rounds per job cost code so you can end up with a rounding difference. This ideal...
Update estimate within a Prime Contract without having to delete the Prime Contract
You create a Prime Contract, bring an estimate into it. Then the estimate changes and you CAN NOT bring it back into the same Prime Contract (does not refreshes the previous). The only solution is to delete the Prime Contract and do it all again. ...
Feature to hard stop PO Bill from exceeding PO amount
There is currently no option to prevent a PO from being Over-invoiced in Sage CM. There is only a warning to alert the user when they are entering an invoice that exceeds the PO amount. When this occurs and the users accepts the warning in Sage CM...
Shiva Muthuswamy
6 months ago
in Procurement
1
Future consideration
Copy a role to create a new role in TeamLink Portal Settings
When creating a new role in Teamlink Portal Settings, would like the ability to copy a role so that all we have to do is add or remove items instead of creating from scratch.
Guest
5 months ago
in TeamLink Portal
0
Future consideration
Goal: have contractors and/or contract 'employees' record hours directly in SCM. Solution: Allow creation of T&M user accounts as contractors, not just employees. These user accounts would have the same functionality as vendors with 'track tim...
Have project to dos assigned to company show up for all users in their multi-project calendar
Based on support ticket I submitted - photos for extra context available here : #29521 I can create project to dos that are assigned to my own company via the teamlink option, and this will make it so that those project to dos show up in the emplo...