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If the ItemCostCode is a mergefield item, then CostCodeDescription ought to be too

As part of building reports, I find that something like with CO Items I can refer to the Cost Code of an item but not the description of the cost code - where as in a detailed report like the prime invoice the cost code and description are both pr...
Sean Coffman 4 months ago in Detail Report Templates 1 Already exists

Allow for more granular settings in controlling which fields sync to SCM from Intacct

In our scenario. this idea pertains specifically to employee information, but it could be broadened to a more general scope regarding the integration. When syncing employees from Intacct to SCM, there are certain fields that we would prefer not to...
Carl Lyles 8 months ago in Accounting Link for Sage Intacct 0 Future consideration

Recycle Bin for deleted items

Would be nice for us to be able to recover an accidentally deleted item such as estimate, subcontract, timesheet etc.
Aimee Boehm 8 months ago in Document Viewer / Drawings / Linked Files (Projects) / Photos / User Interface 2 Future consideration

Retainage adjustment

Have the ability to adjust the amount due to rounding differences. Currently, you can only adjust the percentage held on the total invoice but it then calculates and rounds per job cost code so you can end up with a rounding difference. This ideal...
Tim Smith over 1 year ago in Prime Contracts / Prime Invoices / Subcontract Invoices / Subcontracts 1 Future consideration

Retain rejected sub bills

After sub bills are entered and initiated which sends them to the Project Manager, It would be helpful if they are rejected by the PM that they can remain in Sage as rejected so there is a "paper trail". The funds initially allocated to that invoi...
Guest over 1 year ago in Subcontract Invoices / Vendor Bills 1 Future consideration

Adding Project Name To All Modules

Attached screenshot shows an area for improvement, adding the project name to all screens next to project #. Going in and out of modules and various office interruptions, sometimes if you forget which project you are in, you have to save where you...
Victoria Edenfield Hurd 6 months ago in Client Contract Admin / UI User Interface Enhancements 0 Future consideration

Converting Pending Clock In/Out By Employee Not Job

It would be very helpful to be able to convert Clock in/out by employee and not per job. Each employee is on a different site most of the time and when going through their week It's annoying to have to go back and forth to jobs when i could jsut d...
Guest 2 months ago in Clock-In / Clock-Out / Time & Expense Workflow 0 Future consideration

Rippling Integration with Sage Constuction Management

I would like to know if creating this integration is possible, as of right now, we use Rippling as our HRIS and QBD for accounting. Our goal is to have all invoicing completed in Rippling, and to do so, we do need a live sync/integration with Sage...
Guest 2 months ago in Accounting Links 1 Unlikely to Implement

Due Date on Submittal Page

Can you please add the 'Due Date' to the front page of each submittal? There isn't a location to find out the assigned due date after it has been created.
Jessica Carbone 6 months ago in Submittals 0 Future consideration

External User Audit Log

Create a log similar to the existing Audit log, but to track external users. Primary intent would be to see which external users have successfully got setup and accessed TeamLink Portal. Much more efficient way to know which contacts would need fo...
Logan Strouse 8 months ago in TeamLink Portal / UI User Interface Enhancements 0 Future consideration