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Emailing Purchase Orders to our employees

Currently you can email a purchase order to a vendor. What is lacking is the ability to be able to email the approved purchase order to our Superintendents so that they can either pick up goods or order the materials etc.
Guest over 1 year ago in Email Templates (includes custom template) / Emailing and Email Templates / Purchase Orders / UI User Interface Enhancements 1 Future consideration

Lien Waiver Status Reports

Can we add a reporting section for Lien Waivers, inclusive of Subcontract/Vendor, amount, whether signed or not, amount of payment.
Guest 8 months ago in Compliance / Detail Report Templates 0 Future consideration

Add ability to view esign file on mobile

On the mobile app under linked files you only see the original document, you do not see the version that has been signed through docusign
Jack Speshock 8 months ago in eSign (including DocuSign) / Mobile - Android / Mobile - Apple 0 Future consideration

Add an indicator to desktop clock in/clock out button on upper right menu that lets you know a timer is currently running

When you add a timer from the desktop, there is no indicator that a timer is currently running once you close it to free up desktop space...you can't minimize either, just exit. This can lead to exiting Sage without clocking out, and the timer con...
Guest about 1 year ago in HR, Time, and Expenses 0 Future consideration

Make Workers Comp Code Inactive

We add new workers comp codes for each year. Would be nice to be able to make prior year workers comp codes inactive so they no longer appear in the drop-down menu.
Guest about 1 year ago in HR, Time, and Expenses 0 Future consideration

Allow for installing of stored materials

Currently, you can invoice for stored materials, but there is no way to signify on a future invoice that the material was then installed.
Adam Clark over 1 year ago in Prime Invoices 0 Future consideration

Download All Sub Invoice Pencil Draws At One Time

We are needing the ability to download all sub invoice pencil draws that the GC created at one time in order to genterate a pay app package for the bank. It is currently taking to long to go into each sub invoice and generate report and download t...
Guest 9 months ago in Drawings / Linked Files (Projects) / Subcontract Invoices / Teamlink Portal (General) 0 Future consideration

be able to upload HEIC file format of job photos

No description provided
Guest over 1 year ago in Linked Files (Projects) / Photos 0 Future consideration

ITB Vendor Messages - Default View To Show ALL messages

It would be helpful to have ALL (read and unread) messages display in the default view on the ITB Vendor Messages tab. You have to check the Show Only Unread Messages checkbox to display the unread ones.
Adam Clark 11 months ago in ITB (Invitation to Bid) 0 Future consideration

User Permissions based on Tags

Enhance user project permissions to be able to view only projects they are tagged on (i.e. sales contact, bid contact, PM contact). Or use a classification to automatically update project access as new projects are created. Currently when filterin...
Guest 3 months ago in Employees (Active or Inactive) / User Properties / User Security Roles 0 Future consideration