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    Add ability to add backup to esign documents

    When sending an estimate via e-sign feature it would be nice if you could attached supporting documents if needed.
    Guest almost 2 years ago in eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

    AP pulling into AR billing automatically.

    We are needing the subcontract invoices and bills to pull into the AR billing automatically.
    Guest almost 2 years ago in Cost Plus With GMP / Cost Plus Without GMP / Subcontract Invoices / Vendor Bills 0 Future consideration

    Change Management - Single line vs multiple lines on sync

    Currently, when pushing over a change order on a prime contract, it syncs over into Intacct in multiple lines. It pushes over into the cost budget with a zero line for the contract value and on the contract side, it pushes over a zero line for the...
    Jo Steiner almost 2 years ago in Accounting Link for Sage Intacct 0 Future consideration

    Have different Items for each prime contract line in CM

    In Intacct we have the ability to assign Item IDs to each contract line, this is very helpful as we have Avalara linked to our Intacct to automatically calculate sales tax for each invoice. So this causes us an issue with the invoices from CM comi...
    Brandon Dahn over 1 year ago in Accounting Link for Sage Intacct / Prime Contracts / Tax 4 Future consideration

    Log of emails that is Sage CM wide for admins to review

    To see how many emails were successfully or unsuccessfully sent from & to. If there was an issue with the email address, how many emails were sent to a contact etc. Basically on a mass scale rather per PO or invoice, including outbound emails.
    John Masterson almost 2 years ago in Emailing and Email Templates 0 Future consideration

    For AP transactions can we make a way for only Vendor Companies to populate in the drop down of transactions being entered

    I have a few clients who have Company's in SCM that are both Vendor's and Customers and in the drop down the same name appears for both so they are sometimes populating the Customer company into the AP transactions that they are adding instead of ...
    Guest over 1 year ago in Companies / Contact Management / UI User Interface Enhancements 1 Future consideration

    Link Sage Intacct Bills to Subcontracts / Purchase Orders

    I have had a customer request that Sage CM be able to link / attach AP or Purchasing Bills from Sage Intacct to Purchase Orders/Subcontracts in Sage CM. Use case for this is the customer is currently using Sage Paperless Construction for entereing...
    Jack Speshock about 2 years ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 0 Future consideration

    Drop Downs Need Parameters

    When entering a sub invoice after selecting the subcontractor the menu does not limit the available job cost codes to the one that are only for that vendor. It has all available. This causes major accuracy issues when all job cost codes even outsi...
    Guest over 1 year ago in Job Cost Codes / Subcontract Invoices / UI User Interface Enhancements 0 Future consideration

    Job Address and Email Address Visibility in Prime Contracts

    Currently you have to go into "Edit" mode to see the job site address for a Prime Contract. For those who need to see it and may not have access to edit records, it would be helpful to have it visible in the Prime Contract Information Screen at th...
    Dawn Parents about 2 years ago in Prime Contracts 2 Future consideration

    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 over 1 year ago in Accounting Link for Sage Intacct 0 Future consideration