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Import Job cost codes and its cost budget from a prime contract into a sub contract

Option to Import selected job cost codes with its Cost Budget from a prime contract into a sub contract while creating a new sub contract.
Blesson Mannil 6 months ago in Subcontracts 0 Future consideration

importing submittals there is no place for submittal type

For importing submittals there is no place for submittal type is there a way to add that without going in and changing all manually
tori McCullough 6 months ago in Submittals 1 Future consideration

Hyperlink in Sage Intacct that goes to Sage CM record

Create a field in sage intacct, that field gets populated with record specific url for the sage cm record. This would allow someone who is in sage intacct to open up the record in sage cm to see any linked files or additional information.
Jack Speshock 8 months ago in Accounting Link for Sage Intacct / Linked Files (Projects) 2 Future consideration

Link Sage Intacct Bills to Subcontracts / Purchase Orders

I have had a customer request that Sage CM be able to link / attach AP or Purchasing Bills from Sage Intacct to Purchase Orders/Subcontracts in Sage CM. Use case for this is the customer is currently using Sage Paperless Construction for entereing...
Jack Speshock about 1 year ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 0 Future consideration

Project "Financials" Tab on the Project Home Screen

In the old Corecon, on the Project Home screen, there was a "Financials" tab where you could quickly see the contract value, amount invoiced, etc. This disappeared when Corecon went to Sage and it would be very useful to have this back.
Justin Whitaker about 1 year ago in Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

Adding Read-Only Permissions For Internal Security Roles

It would be helpful to be able to assign read only for internal security roles. Having wither full access to add, edit, etc: or having 0 access does not work for alot of muy clients. For example PE's and Supers need to view alot fo things that the...
Grant Shields 10 months ago in User Security Roles 0 Future consideration

Login

During log in attempts, it will indicate the password is incorrect when the username is incorrect. Is there a way to differentiate between incorrect password and incorrect username?
Micah Will 2 months ago in UI User Interface Enhancements / User Properties 0 Future consideration

Accounting Link Permissions

I wanted to bring up a point that I believe would enhance our team's efficiency and streamline our processes. Currently, only the 'Administrator' and 'Finance Administrator' roles have access to the Accounting Link module. It would be beneficial f...
Guest 4 months ago in Accounting Links / User Security Roles 3 Already exists

Email Recipient List

Allow more flexibility with the recipient list of features like prime invoicing. We should be able to send a prime invoice to a Architect for approval before we send it to the owner. And when we send a document for E-Sign, the system should allow ...
Norge Arnaiz Jr 6 months ago in eSign (including DocuSign) / Linked Files (Projects) / Prime Invoices 2 Future consideration

Time Card Questions before clocking out

Our other timeclock app allows us to add customized questions before the employee can clock out. "Were you injured today" "Did you witness anyone else get injured today" "Did you arrive at work sober from alcohol and drugs". etc. These have proved...
Wayne Martin 10 months ago in HR, Time, and Expenses 0 Future consideration