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Special Variable that Allows for use on "Quantity" input when adding Work Assembly Item to Estimate

There is currently no way to utilize the "quantity" that is input by the user when adding a work assembly item to an estimate. Ideally, there would be a special variable (similar to WAQty and EstQty) that would allow for the use of this quantity i...
Carl Lyles 9 months ago in Estimating Items / Work Assemblies 11 Shipped

More users can Abandon Workflow

Currently only Administrators or some who is currently in the initiated workflow can abandon workflow. This means if someone else notices an error they have to find someone to abandon to correct the issue which could either be time consuming or ev...
Tim Smith 12 months ago in Contracts and Procurement Workflow 0 Shipped

Being able to skip all estimates

Being able to skip estimates for example client that does not utilize estimates in Intacct and having the ability to skip in SCM when posting. Currently forces you to post estimate for inital posting.
Ariel Johannes 5 months ago in Accounting Link for Sage Intacct / Prime Contracts 6 Shipped

Photo "Uploaded By" & "Last Modified By" Fields

Currently, no one is able to see who uploaded photos to a project or lead. The only detail available, besides date of the upload, is "Mobile Upload" in the Comments section if the photo was uploaded through the app, and the this is left blank if t...
Jessica Whyde about 1 year ago in Photos 0 Shipped

Mobile App - Add CPR Option

Field personnel using the mobile app need the functionality to add this change request from their phones on the mobile app.
Sue Parker over 1 year ago in CPR / Mobile - Android / Mobile - Apple 0 Shipped

Deleting of multiple Owner Codes (Bulk Action option requested)

If you need to remove Owner Codes from a Project, there is no multiple-select option; it is a one-by-one deletion.
Adam Clark over 1 year ago in Job Cost Codes / UI User Interface Enhancements 9 Shipped

Allow for filtering/reorganization of Kanban style Lead View

We're excited to see the new Kanban view! Currently, the stages in KanBan style lead view are ordered alphabetically from right to left. Some users may prefer this ordering; however, I would prefer to have the stages in order of lead stage (ie. mi...
Carl Lyles 7 months ago in BI Summary Dashboards / Lead Stages / Leads (Active or Intactive) 3 Shipped

Ability to Unarchive Projects from Card View - Not Just List View

With the card view being the default view for the Project Lists, there is not an option to unarchive projects without switching to the list view, letting the project list populate again (which is slow if you have many archived projects), and then ...
Jessica Whyde about 1 year ago in Projects (Active and Inactive) 2 Shipped

Default CPR/CO Markups - New calculations based on resource costs

Add the option to assign CPR or CO markups at the cost resource (cost type) level instead of the cost code level. This option is available in Sage 300 CRE PJ module and customer could have different markups for the same cost code depending on if i...
Jack Speshock over 1 year ago in CO / CPR 2 Shipped

Display Sage Intacct Connection Information

It would be helpful if somewhere in the AccountingLink area, you could see what Sage Intacct Company ID you are connected to and what User ID you are using to login.
Adam Clark about 1 year ago in Accounting Link for Sage Intacct 0 Shipped