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Internal Response Emails

Currently the originator on the correspondence features will only get and email that a respondent has entered in a response if that respondent is an external contact. When the respondent is an employee in the system and they add a response, not em...
Michelle Moffatt about 1 month ago in Correspondence 0 Needs review

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 6 months ago in Job Cost Codes / Purchase Orders / Subcontract Invoices / Subcontracts / Vendor Bills 1 Future consideration

Submittals from Spec Book

Most softwares, like procore and expedition, have the capability to generate submittal logs from a spec book, sage should have this too. In sage's case, we should be able to upload the spec book and the software should generate submittal packages ...
Cali Huys DS Constructors, LLC about 2 months 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 7 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

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 about 2 months ago in Accounting Link for Sage Intacct 1 Needs review

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 over 1 year ago in User Properties / User Security Roles 8 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 14 days ago in Project Directory 0 Needs review

Equipment Resources

It would be great to have a piece equipment that is already scheduled, be grayed out so that it can not be double booked on two different schedules for the same days. Visibility into who has it booked for what job would be fantastic.
Sue Parker 28 days ago in Schedules (Gantt Chart) 0 Needs review

Simplified and Integrated Digital Signature for clients

It would be nice for businesses that do small jobs frequently to have a more simplified process for signature integrated into Sage. For example, we use sub contractors on jobs that are frequent in occurrence. If the Team link could incorporate a d...
Guest about 2 months ago in  0 Needs review