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Preference to Import Bills as Pending

We import a large amount of bills to a cost code called Need to code so that the PM can choose which portion of budget to code it to. We would like imported bills to be pending and not approved or have the option of choosing approved or pending li...
Annie Kendrick 12 months ago in Importing Excel Templates / Vendor Bills 0 Future consideration

Additional Fields in Leads for "Lead To Do" assignable to External Collaborators

Can we add "Lead To Do" items so we can require input from Customers/Vendors/other Employees. Having a field where the user can specify another party involved (i.e. other than assigned to) would be helpful. Not looking for Teamlink functionality. ...
Carl Lyles 2 months ago in Leads / Project To Do 4 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 9 months ago in ITB (Invitation to Bid) 0 Future consideration

Ability to "favorite" projects

On the project overview page it would be nice to be able to favorite projects and have them appear in the "jump to" drop down. As an admin I need access to all projects but there are certain ones our admins oversee regularly and faster access woul...
Kenani Brandon about 1 year ago in Favorites / Projects (Active and Inactive) 0 Future consideration

Fields to access files or folders outside of Sage using hyperlinks

This request is for Sage to add fields within all features to allow users to store hyperlinks to cloud storage drives or other locations outside of the built-in storage system with one click.
Chris Donatelli about 1 year ago in Custom definable Fields / Linked Files (Projects) 0 Future consideration

RFI - Make RFI Respondent Default Responsible Party

We would love to see the RFI Respondent become the responsible party as soon as an RFI is generated. This just seems the natural chain of events and would save time.
Terry Buchanan 10 months ago in RFI 0 Future consideration

Clock in/out see all unconverted in HR

Currently in the HR module you can only see clock in/out records for the current and previous weeks so if for any reason you missed converting anything prior to that you have to know which projects to go to to find anything missed. Could an "All" ...
Tim Smith 10 months ago in HR, Time, and Expenses 0 Future consideration

Add Balance to Complete in Prime Invoice Generation Screen

Instead of receiving an error message that I'm trying to bill more than the balance to bill, it would be wonderful to know what my balance to bill is. I shouldn't have to do a calculation with the value and previous invoices, it should be a standa...
Guest 5 months ago in Prime Invoices 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 almost 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 almost 1 year ago in HR, Time, and Expenses 0 Future consideration