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Allow for bills being imported (from SIC) to be automatically approved

We frequently import bills (from SIC) to multiple projects at a time in order to upload payroll costs, credit card charges, etc to projects in SCM. In doing so, these bills default to a status of "pending". In reality, these bills have already gon...
Carl Lyles 27 days ago in Accounting Link for Sage Intacct / Contracts and Procurement Workflow 0 Future consideration

Enhancement for Security Roles

Ability to have distinct permissions for each feature like add, edit, view/read only, delete, etc. (similar to Sage Intacct permissions) as we've had some clients already ask for this.
Adrianna Johnson 4 months ago in User Properties / User Security Roles 7 Future consideration

Restrict sending of POs, Subcontracts, Prime Invoices, SCOs, etc prior to approval

With workflow enabled, it is still possible to download and/or send POs, Subcontracts, SCOs, etc prior to approval. Ideally, the ability to download and send these documents would be restricted until approved.
Carl Lyles 2 months ago in CO / Contracts and Procurement Workflow / CPR / Prime Contracts / Prime Invoices / Purchase Orders / SCO / Subcontracts 5 Future consideration

prime invoice status bar color change

Change color of status bar once prime invoice has been paid to show percentage paid
Guest 6 days ago in Prime Contracts 0 Needs review

Project Manager Sync

Have the project manager assigned in SageCM sync to the project manager field when exported/created in SageIntacct. Similar to how project type in SageCM syncs to SageIntacct.
Guest 20 days ago in Accounting Link for Sage Intacct 0 Future consideration

Cost Budgets & Budget Revisions Sage CM to Intacct

It would be very useful to be able to revise a Budget in CM and have it directly shared with Intacct and be able to track revisions made throughout the project without having to do this as a change order. If we were to need to share a change order...
Molly Toledo 5 months ago in Accounting Link for Sage Intacct / CO 0 Planned

Simplify and enhance the process of revising prime contracts when integrated with SIC

Ideally, the locking/unlocking of prime contracts would be permissions controlled. Once unlocked, the user should be able to edit the prime contract estimate, revenue, cost codes, etc. To best manage editing of prime contract estimates, cost codes...
Carl Lyles 27 days ago in Contracts and Procurement Workflow / Prime Contracts 0 Future consideration

Update Project Ship To address from Job Address in SCM

Currently, the Job Address does not sync over into Intacct. If there was a way to have the Ship To address updated on the Project record in Intacct, that solves a lot of manually work arounds.
Jo Steiner 3 months ago in Accounting Link for Sage Intacct / Projects (Active and Inactive) 2 Future consideration

Ability to create Change Orders of a different Contract Type than Prime Contract

It is very common in our industry for change orders to have a different contract type than the prime contract. For example, a project may be initiated from an estimate as a fixed lump sum contract. As the project progresses, a change order may ini...
Carl Lyles about 1 month ago in CO 9 Future consideration

OCR Scan Count (Remaining Scans Allowed for the Month)

It would be helpful for Clients to see where they stand on their allowable OCR scans in the settings area.
Adam Clark 29 days ago in Company Settings / OCR 0 Future consideration