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Misc Expenses - Export to bill

I would like the ability export misc expenses as a bill to quickbooks desktop through accounting link. This would allow the export to generate a bill to be paid (ie via expense report, or tied to the employee) instead of directly allocating agains...
Aaron Ho 5 months ago in Accounting Link for QuickBooks Desktop 1 Needs review

SCM - Add Column function to Project Directory page

Knowing what the trade does would be helpful when looking at the project directory page. This would be especially useful for new people coming on to the job.
Bruce Dutnall 12 months ago in Companies / Project Directory / UI User Interface Enhancements 2 Future consideration

Auto apply Prime markups to CPR and CO's

When a Prime includes markups, allow the markups to be automatically applied and visible for each CPR and CO's. Therefore the PM doesn't miss adding markups to the CPR's or CO's
Deb Kauffman 12 months ago in CO / CPR / Markups | Adds | Cuts 0 Future consideration

Add option to add vendors to ITB from Project Directory

If ITB is used outside of the leads module; inside of the Projects module, it will be helpful to be able to add Vendors to the ITB list from the existing Project Directory. ITB might be used after the project is created.
Guest 12 months ago in ITB (Invitation to Bid) / Project Directory / UI User Interface Enhancements 0 Future consideration

Add Impacted Companies Pricing to TeamLink Portal

Add Impacted Companies Pricing field to TeamLink Portal so Subcontractors and Vendors can upload Pricing data to CPRs that Prime Contractor can use in their CPR submittals to Clients, rather than have to add that data themselves in SCM.
Renee Thomas 2 months ago in CPR 0 Needs review

Add Location Reference as a Settings List Across system to Choose from for Reporting

Many clients have requested that 1location reference field be populated from an across system Settings list so they can run reporting by the field.
Renee Thomas 2 months ago in Custom definable Fields 0 Needs review

Add ITB Shortcut to Favorites Section

Invitation to Bid does not have a Shortcut Icon to use in Projects or Leads
Renee Thomas 2 months ago in ITB (Invitation to Bid) 0 Needs review

Sage 300 Contract and Billing interface-only interface with JC, eliminate contracts

The linking to the contracts in Sage 300 is very choppy and the Prime Invoice data that posts to one contract line item doesn't provide useful information. There is no need to link to the contract or contract items in S300, if SCM can just link to...
Guest 9 months ago in Accounting Link for Sage 300 CRE / Prime Invoices 1 Future consideration

Ability to send email notifications to subs within the app

When creating punchlist items in the mobile app we have the ability to assign to third party subs or vendors, but not the ability to send that notification to the vendor.
Guest 12 months ago in Sage CM Mobile 2 Already exists

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 over 2 years ago in Job Cost Codes / Prime Contracts / Schedules (Gantt Chart) 0 Future consideration