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Link Sage Intacct Bills to Subcontracts / Purchase Orders

I have had a customer request that Sage CM be able to link / attach AP or Purchasing Bills from Sage Intacct to Purchase Orders/Subcontracts in Sage CM. Use case for this is the customer is currently using Sage Paperless Construction for entereing...

Jack Speshock over 1 year ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 0 Future consideration

3 VOTE

Asset Management

When scheduling and we are utilizing equipment and employees, it would be very beneficial if the system notifified of scheduling conflicts.

Guest 6 months ago in Scheduling / UI User Interface Enhancements 0 Future consideration

6 VOTE

Improved Project Status Functionality in the Integration with Sage Intacct

The posting preferences for the SCM > Sage Intacct integration currently only allow for setting a default "project status" upon creation of a project in Intacct. Ideally SCM would have some additional functionality (similar to intacct) that wou...

Carl Lyles 12 months ago in Accounting Link for Sage Intacct / Prime Contracts / Projects (Active and Inactive) 2 Future consideration

6 VOTE

Rename Feature within SCM

Be able to rename a work order to something else, for example my Masonry client receives Purchase Orders from the County which are really Work Orders. The client would like to rename work order to purchase order to not have confusion for their team.

Ariel Johannes 12 months ago in Feature Settings / UI User Interface Enhancements 1 Future consideration

9 VOTE

Multiple Revenue GL Allocation

We have clients with multiple GL accounts and what to post to those separate accounts either on a project basis or a contract line item basis. Can we create a field in the Posting Wizard that allows for choice on what GL to post the contract to li...

Guest over 1 year ago in Accounting Link for Sage Intacct 4 Future consideration

1 VOTE

Issues - add the company to the column selection

When a company or contact is associated with an issue you should be able to have the option to select the company/contact in the Column selection for viewing issues on screen.

Bruce Dutnall about 2 months ago in Issues / UI User Interface Enhancements 1 Future consideration

1 VOTE

Drawings - Link to SCM record

Add CPR to the drop down feature list for Link to SCM record on a drawing

Sue Parker about 2 months ago in Drawings / UI User Interface Enhancements 1 Planned

11 VOTE

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 over 1 year ago in Drawings / UI User Interface Enhancements 1 Planned

7 VOTE

Copy lead functionality

It has been requested to have the ability to copy leads for specific customers. It would be nice to also have the option to copy related records (eg. cost codes, prime contract, POs, subcontracts, etc)

Guest about 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration

3 VOTE

Option to turn off workflow emails

Some administrators are getting more emails than they would like from the workflows. It would be nice to have a way to turn off the automatic emails.

Guest 6 months ago in Contracts and Procurement Workflow / New Email Features & Email Browsing 0 Future consideration

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