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System default Tax codes

Could system default tax codes be added rather than relying on users remembering to set default JCC tax rates. In New Zealand and Australia primarily using Xero and QBO tax rates are needed to sync to the financial package and when this gets misse...
Tim Smith about 1 year ago in Prime Contracts / Tax / UI User Interface Enhancements 2 Future consideration

Add columns modifications to alerts

In the alerts landing page, alerts only list minimal information. There are somethings that could be modified like allowing users to show the project name, not just the project ID.
Sean Coffman 5 months ago in Alerts and Calendars / UI User Interface Enhancements 0 Future consideration

Multiple Cost Code Select in Bid Management RFP Packages

It would be extremely useful to be able to pick multiple cost codes when adding estimate items to bid RFP Pkg (see screenshot). It is very time-consuming and if someone isn't paying attention to what they already chose, they might duplicate entries.
Adam Clark 10 months ago in Estimate Cost Codes (WBS) / RFP for Estimating 0 Future consideration

Linked Files Section in Schedules Module

Can we add a Linked Files Section to our Schedules Module? For GC's they could save schedules as they modify, and for subcontractors they can attach GC schedules they receive for reference.
Guest 10 months ago in Linked Files (Projects) / Project To Do / Schedules (Gantt Chart) 0 Future consideration

Multiple Revenue GL Allocation

We have clients with multiple GL accounts and what to post to those separate accounts either on a project basis or a contract line item basis. Can we create a field in the Posting Wizard that allows for choice on what GL to post the contract to li...
Guest 10 months ago in Accounting Link for Sage Intacct 3 Future consideration

Add to the available docusign tags

Docusign tags available for custom report templates are limited to Signature, Date, and Initial. The person's name and position have to use a, regular static Sage tag. Often the person signing a subcontract is not the primary contact for the compa...
Marc Macialek 10 months ago in Detail Report Templates / eSign (including DocuSign) 0 Future consideration

Add Ability to export a complete submittal (including the actual submittal pages, not just the cover sheet

We would appreciate if a full submittal PDF could be generated from Sage including the content of the attached submittal file, not just the cover sheet
Guest about 1 year ago in Detail Report Templates / Submittals 0 Future consideration

allow correspondece to attach link w/o extra step

currently in order to link a journal, RFI or submittal record it would first have to be saved as a PDF/DOC linked file. If that record was auto saved as a linkable file it could remove this extra step
Guest 8 months ago in Journals / Linked Files (Projects) / RFI / Submittals 0 Future consideration

Sage CM Mobile - Tap on linked files should open the file instead of having to swipe to the right

In the sage cm mobile app when trying to view linked files you have to swipe the file name to the right and then click on the eyeball in order to view it. It would be much more intuitive to just click on the file name to open the file and save the...
Jack Speshock 8 months ago in Sage CM Mobile 0 Future consideration

Add project directory to favorites

Project directory is not available to be added as a favorite
Jack Speshock 8 months ago in Project Directory / User Properties 0 Future consideration