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Reclass commitments & cost without unapproving everything linked

If someone books a commitment (subcontract or PO) to a cost code and then the cost is applied, this expense (and commitment) cannot be moved to a different cost code without unapproving all the linked steps. In some cases this can be many invoices...
Guest 7 months ago in Job Cost Codes / Purchase Orders / Subcontract Invoices / Subcontracts / Vendor Bills 1 Future consideration

Add option for Active project in Column listing

When under the project listings we need an option under the columns section to select if a project a prime contract or just a project.. Right now it just lists all projects.
Carlos Almeida 25 days ago in Project Directory 0 Needs review

AccountingLink: full detail of Items in Purchase Order syncing

When submitting Purchase Orders to vendors, it is more commonly needed to have full detail of items needed for the Purchase Order rather than a summary of items by cost code. It would also be beneficial for this information to sync to the ERP syst...
Guest 2 months ago in Accounting Link for Sage Intacct 1 Needs review

Permit Expiration added to Permit List Columns

Permit expiration is not a column that can be added to the Permits list inside Projects. This is the most important information regarding permits for clients, why would this not be a field to choose as a column.
Renee Thomas 3 months ago in Permits 0 Needs review

Photo Export to PDF & Letterhead

When exporting photos to PDF from an album, any photos taken in "Portrait" are automatically rotated 90 degrees to "Landscape." When trying to rotate the photo before exporting, I am forced to crop the image. This is an issue because sending photo...
Guest 26 days ago in Photos 0 Needs review

Specifications - Ability to zoom out

When viewing specifications there is no way to zoom out when viewing, only a zoom in option. The specs automatically zooms in when you open a document and you can only view a quarter of the page. I unstander you can click on download and have futh...
Jeff Wanous 26 days ago in Specifications 0 Needs review

Submittals - be able to add addtional text boxes/fields to submittal items and customize columns

The submittal module lacks the abillity to add new text boxes or fields to include additional information. Currently we use Smartsheet as our Submittal/Procurement log and track submittal status and procurment status on one sheet. There needs to b...
Jeff Wanous 26 days ago in Submittals 0 Needs review

Attachments to transfer to Intacct

Please add integration for any attachments that are uploaded in SCM to download into Intacct. Having to upload them twice is redundant and causes a lot of extra work that can be automatized. Sage has other products that do this already like FYLE t...
Irina Sirotkina 8 months ago in Accounting Link for Sage Intacct / Document Viewer / Linked Files (Projects) 2 Future consideration

Adding Outlook calendar invites to the Meeting Invitation

When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.
Guest over 1 year ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

Close project

There was an edit button that gave you the option to close an approved project. Now the workaround is to lock the project in approval and lock status section so in the project list it shows locked but not closed. We would like to be able to still ...
Guest 27 days ago in Projects (Active and Inactive) 0 Needs review