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Prime Contract Budget Revisions when integrating with Sage 300 CRE

It would be very useful to be able to revise a Budget prime contract in Sage CM and have those changes post to Sage 300 CRE.

Jesse Gordon 3 months ago in Accounting Link for Sage 300 CRE / Prime Contracts 0 Future consideration

2 VOTE

A Hyperlinks Module added to System?

Having a module or area in each module where clients can store links to outside websites, files, or documents would be very helpful. We have many Clients with Documents that they don't necessarily want to add to system but want to be able to link to.

Guest 3 months ago in Document Viewer / Documentation / UI User Interface Enhancements 0 Future consideration

2 VOTE

New CPR, CO and SCO Status Options

New Options in red. Revised CPR Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Revised CO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Acti...

Norman Wendl 3 months ago in BI Summary Dashboards / CO / CPR / Detail Financial Analytic Reports / SCO 2 Future consideration

2 VOTE

New Prime Contract and Subcontract Status Options

New Options in red. Revised Prime Contract Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Activity Complete Approved and Closed Revised Subcontract Status Options: Draft Pending Submiss...

Norman Wendl 3 months ago in BI Summary Dashboards / Detail Financial Analytic Reports / Prime Contracts / Subcontracts 4 Future consideration

2 VOTE

Sub invoice payment reference

When issuing payments to the sub, besides that payment amount, add the reference field that can be used to write down the check or transaction number.

Guest 3 months ago in Prime Invoices / Subcontract Invoices / Vendor Bills 2 Future consideration

2 VOTE

Scope Templates - Add "Scope of Work" field

Currently, Scope Templates include fields for Inclusions, Exclusions, and Clarifications. However, it would be nice to have Scope of Work as well when using templates for RFP Packages and Subcontracts.

Norman Wendl 3 months ago in Templates & Reports 0 Future consideration

4 VOTE

Delete multiple contacts/companies at the same time

Add the functionality to be able to delete multiple contacts/companies at the same time. Also maybe want to have this feature be controlled by security.

Jack Speshock 7 months ago in Contacts / UI User Interface Enhancements 0 Future consideration

7 VOTE

Vendors to see photos grouped together without creating their own Sage account.

When my vendors click on Teamlink they do not see the photos in groups/albums as we have uploaded them. They see them has individual files all together. We would like the albums to show when they click on Teamlink so the hundreds of photos do not ...

Guest 12 months ago in Photos / Teamlink Portal (General) 1 Future consideration

4 VOTE

Procurement OCR

Could you add an invoice view screen when someone is converting an invoice? I currently have to open up another tab to look at the image of the invoice. It would be nice if it already did that while converting.

Guest 7 months ago in OCR / UI User Interface Enhancements 0 Future consideration

5 VOTE

Add ability to view uploaded photos from Daily Log Report on mobile

When uploading photos through the mobile app in the Daily Log Report, you can see a list of photos but you can't actually open the photos from that screen. The user has to go to the main photos section to view photos so it can be a bit difficult t...

Dario Tomic 9 months ago in Linked Files (Projects) / Mobile - Android / Photos / Sage CM Mobile 1 Future consideration

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