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Financial Report Toggle for Tax or No Tax

Not all reports can be generated without Tax. In Canada, we do not include tax in job cost reporting. So when tax is included in the revenue reports, but not in the cost reports, it causes confusion and/or lots of messing around in Excel to get al...
Guest 9 months ago in BI Summary Dashboards / Detail Financial Analytic Reports 0 Future consideration

Ability to create custom lead analytic reports

Need the ability to create Custom Lead Analytic Reports like the feature provided to customize Financial BI Summary Dashboards.
Jack Speshock 9 months ago in Estimating, RFP, Proposals (Pre-Construction) / Lead Analytics & Reports / Leads (Active or Intactive) 0 Future consideration

Excel Imports to allow XLSX File Format

Allowing .xlsx file formats would greatly improve a user's capability within Excel when formatting files for import into the application. For example, there are new formulas like XLOOKUP and array formulas that could be used. Power Query Editor co...
Jason King 9 months ago in Other / UI User Interface Enhancements 0 Future consideration

Would be nice if we have an option to send email directly from sage when payment is release to the subcontractor

No description provided
Guest 9 months ago in Lien Waiver / New Email Features & Email Browsing / Subcontract Invoices 0 Future consideration

Remove "CLOSE' Pop Up Window From All Applications

Remove the "close" pop up window from all applications as it doesn't provide any benefit. It only gives you the option to close the window and not do anything else. It serves not purpose, is not consistent across applications, is time consuming, a...
Isaura Clark 5 months ago in UI User Interface Navigation 0 Future consideration

Lien Release Filter on Sub Invoice View

There is not an easy way to see what releases you have for each sub invoice. There is a section in the sub invoice view to log the lien release information, and it would be helpful if there was a way to filter the releases you have and which you s...
Marc Macialek 9 months ago in Subcontract Invoices 0 Future consideration

Expand and Collapse Menu

Need to remember my preference to expand or collapse the menu. Now, you have to select it each time
Guest 7 months ago in Other 0 Future consideration

New Wizard to notify external team members about Drawing and Specification Revisions using the Journals feature

Wizard Steps: Enter Email Subject and select Journal Type (eg. Drawing Rev Notification) Select one or more drawing files (eg. PDFs) Select one or more specification files (eg. PDFs) Select one or more recipients using Lead Directory, ITB Director...
Norman Wendl 7 months ago in Alerts and Calendars / Drawings / Lead Directory / Notifications / Project Directory / Specifications 0 Future consideration

Biometric Time Tracking Capability

Similar to companies like Raken, BusyBusy, and Findd, Sage should have the buility to track time using facial recognition.
Norge Arnaiz Jr 5 months ago in Clock-In / Clock-Out / Labor Timecards / New Product Integration / User Properties 2 Future consideration

Assign Custom Submittal Number When Copying

The copy submittal feature only works if you are using the auto-numbering sequencing as defined in the company settings. If you are customizing each submittal number, the copy submittal feature will not work or will result in a duplicate numbering...
Adam Clark 10 months ago in Submittals 0 Future consideration