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Cost Plus Invoicing using ERP cost records

This would be beneficial for those who dont process invoices within SCM but rather use the Accounting software. So the ability to bring in ERP costs into a Cost plus invoice would be great!
Guest about 1 month ago in Accounting Link for Sage Intacct / Prime Invoices 2 Future consideration

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

Would be nice if we have an option to send automatically email directly from sage when the project manager reject the invoice sent by subcontractor with an option to add the reason why was rejected

No description provided
Guest over 1 year ago in Contracts and Procurement Workflow / Lien Waiver / Subcontract Invoices 1 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 7 months ago in Accounting Link for Sage Intacct 0 Future consideration

Prime Invoice Payment Update Field

Prime Invoice - Accounting Status - Payment Updated Date field should be the date that the payment was actually received versus the date synced or date manually updated, i.e. deposit date in accounting system is 7/30/2024 but we didn't enter it in...
Guest 6 months ago in Prime Invoices / Subcontract Invoices / Vendor Bills 3 Future consideration

Restrict Cost Types to Cost Codes

Clients need the ability to restrict cost types to cost codes
Guest about 1 year ago in Job Cost Codes 0 Future consideration

Add an Outlook, Office 365 and/or Gsuite integration

Allow connection and sending from your own email server so you can see sent record in your own emails and receive bounce back notification when emails are incorrect. Also if someone does email you direct that you can take that email and either thr...
Tim Smith about 1 year ago in New Email Features & Email Browsing 0 Future consideration

Insurance for Architects & Engineers

Architects and Engineers are not required to provide insurance to us, but they will show up as "without insurance on active projects". Is it planned to create a check box to say someone does not require insurance, so they will not show up in that ...
Molly Toledo 12 months ago in Projects 1 Future consideration

Specification Burst

Prospects are looking to burst specifications into specific sections using a burst feature similar to the drawings.
Sue Parker about 1 year ago in Drawings, Specifications & ITBs 0 Future consideration

Sage CM Mobile - Sort drawings alphabetically

On the sage cm mobile app there is no sort to how the drawings are displayed, this makes it very challenging when trying to find a drawing.
Jack Speshock 8 months ago in Mobile - Android / Mobile - Apple 2 Future consideration