All ideas

Showing 617

System setting to default "Enable Locations" on estiamtes

The current default for "enable locations" is unchecked when creating estimates. For businesses that will consistently utilize the "Enable locations" feature, it would be desirable to have a company setting that would allow for "enable locations" ...

Carl Lyles 8 months ago in Locations / UI User Interface Navigation 0 Future consideration

6 VOTE

CO Entry/Distribution

Could it possible to modify the prime change order entry line item entry/distribution to be like the prime contract screen for distribution...prime contract change column and cost budget column?

Molly Toledo 10 months ago in CO 2 Future consideration

3 VOTE

Closed Periods

Have periods closed in SageIntacct sync to SageCM to not allow transactions to be entered into a closed period in SageCM. This will help prevent sync errors when POs, Subcontracts, etc. are being entered using a date in a closed period.

Guest 5 months ago in Accounting Link for Sage Intacct 0 Future consideration

9 VOTE

Retain rejected sub bills

After sub bills are entered and initiated which sends them to the Project Manager, It would be helpful if they are rejected by the PM that they can remain in Sage as rejected so there is a "paper trail". The funds initially allocated to that invoi...

Guest about 1 year ago in Subcontract Invoices / Vendor Bills 1 Future consideration

5 VOTE

Add Project Specific Locations for job cost reporting purposes

Currently, project specific locations can be used on an estimate only. However, it would be nice to copy these locations to the project side via the contract admin setup wizard. This would facilitate a new set of job cost reports by location.

Norman Wendl 8 months ago in Detail Financial Analytic Reports / Locations / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Future consideration

2 VOTE

Granular level security - cost code or type

Prospects are requesting the ability to restrict access to cost codes and/or cost types for various reasons. Some charge incentives to cost codes on a project and don't want PM/Super to have access to this information. Others have issues with role...

Sue Parker 3 months ago in Job Cost Codes / User Security Roles 1 Future consideration

6 VOTE

Forum for Shared Reports like Quickbooks

There is a lack of simple standard everyday use reports. Creating custom reports is a near impossible task unless you have hours to build them. Quickbooks has a "contributed reports" section where you can download and build off of other users crea...

Aimee Boehm 10 months ago in BI Summary Dashboards / Detail Financial Analytic Reports / Log Style Reports 0 Future consideration

9 VOTE

Add a comment box to all change status methods of the Workflow Approval Process

When a Workflow Approval or Reject is added, we need a pop-up box to appear. This should be available if the user is changing the approval status in the Workflow Tab on the Home View, from within the record or transaction, from log views, or when ...

David Holler about 1 year ago in Contracts and Procurement Workflow / Time & Expense Workflow 1 Future consideration

8 VOTE

Drawings for Field View and Mark ups on Mobile Platform

Availability for drawings to be viewed and marked up on field, similar to fieldwire. Current viewer is very old and has glitches.

Guest about 1 year ago in Drawings, Specifications & ITBs 0 Future consideration

1 VOTE

Improvements to submittal list

1) Ability to click on each heading to sort by that heading (Submittal #, issue date, subject, originator, etc. 2) Ability to print the submittal list as it appears without having to go to reports.

Guest about 2 months ago in Submittals 0 Future consideration

Please enter your email address

FILTER BY CATEGORY