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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

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Guest over 1 year ago in Contracts and Procurement Workflow / Lien Waiver / Subcontract Invoices 1 Future consideration

Drawings & Specs - Option to assign Prime Contract

Add a way to classify Drawings & Specs by Prime Contract
Jack Speshock about 2 months ago in Document Viewer / Drawings, Specifications & ITBs 1 Planned

Ability to "add from previous ITBs" from Inactive Projects

I can add vendors from previous ITBs (especially useful for past leads and projects from similar regions) but once a project has ended and is made inactive, I cannot add vendors from those ITBs without reactivating the project, which is a hassle.
Will Benhardt 4 months ago in ITB (Invitation to Bid) 0 Future consideration

Ability to save on the "Email Bid Invitation" Screen (ITB)

It would be helpful to be able to save and ITB email in progress. Once you select your vendors from the ITB page and click "Send Invitation", there is no way to save on the "Email Bid Invitation" screen. Just today, I was in the middle of sending ...
Marc Macialek 5 months ago in ITB (Invitation to Bid) / New Email Features & Email Browsing 0 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 11 months ago in Accounting Link for Sage Intacct 0 Future consideration

Remove MILEAGE from Timecard Entry

Employees need to enter mileage as an expense in order to be recorded correctly and reimbursed. Having MILEAGE in the Timecard Entry area causes confusion and really has no purpose. Please consider removing.
Stacey Yochim about 2 months ago in Labor Timecards 0 Future consideration

Remove WCB from Timecard entry

What is the purpose of the WCB spot on timecard entry? My employees are covered under our WCB no need to note it. Any subtrades that may enter timecards (rarely happens), would have a WCB Clearance check before working for us, so again it's not ne...
Stacey Yochim about 2 months ago in Labor Timecards 2 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 over 1 year ago in New Email Features & Email Browsing 0 Future consideration

Scheduling Functionality

Scheduling functionality that can associate budget line items/cost codes with schedule lines to make forecasts fluid as the schedule adjusts.
Sue Parker almost 2 years ago in Job Cost Codes / Prime Contracts / Schedules (Gantt Chart) 0 Future consideration

Scheduling auto-save

Please add an auto-save feature in the scheduling module.
Guest 7 months ago in Scheduling / UI User Interface Enhancements 0 Future consideration