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prime invoice status bar color change

Change color of status bar once prime invoice has been paid to show percentage paid
Guest 3 months ago in Prime Invoices / UI User Interface Enhancements 0 Future consideration

Recognize date issues prior to accounting system sync

If the system can recognize when an issue date is after the payment due date and provide an error message, it will reduce the back and forth with the invoice approver. I found this error when I attempted to sync the invoice with Intacct. Now I hav...
Guest 6 months ago in Accounting Link for Sage Intacct / Prime Invoices / Subcontract Invoices / Vendor Bills 0 Future consideration

Project Number and name Display

When in a particular project, only the number of the project is visible at the top of the screen. It would be helpful for our field employees if they could see the project number and project name to confirm they are in the correct project.
Guest 9 months ago in Sage CM Mobile 0 Future consideration

Push Classifications to Intacct. Project Type on the Project Record for example.

Project type is extremely useful for filtering and reporting in Intacct and as the field is native in both systems can it be pushed. The other classifications would also be useful.
Matthew Carlisle 9 months ago in Accounting Link for Sage Intacct 1 Future consideration

Automatically Apply CPR markup

Automatically apply CPR/CO markup (rather than taking the step to import it).
Guest about 1 year ago in CO / CPR 0 Future consideration

Add "Status" Column to Submittal List

It allows for better tracking of outstanding submittals
Guest about 1 year ago in Submittals 1 Future consideration

Purchase Orders Details

It would be helpful it all fields appeared when first creating a PO rather than having to save and then edit to add to the comment field.
Sondra Hall 11 months ago in Purchase Orders / UI User Interface Navigation 1 Future consideration

Export RFI PDF with linked files (photos, plan sketches, etc)

We add linked photos with mark-ups to an RFI in Sage. It would be helpful if Sage could export the RFI document itself along with the linked files as one document. Some project partners don't want to have a Sage login, and it takes multiple steps ...
Marc Macialek 5 months ago in RFI 3 Already exists

Add "Internal Notes" section to Estimate Tabs

It is often useful to have some space for internal notes when building an estimate. Having a tab similar to "drawings" and "specs" where such notes may be added would be useful.
Carl Lyles 5 months ago in Estimate Cost Codes (WBS) / Estimating Items / Work Items 3 Already exists

DRAWINGS-Add field for hyperlinks

User would like to be able to insert a hyperlink into a field that can be used to store drawings in outside cloud storage, so drawings within this storage location would benefit from features within that outside storage including opening drawings ...
Chris Donatelli about 1 year ago in Drawings / UI User Interface Enhancements 1 Planned