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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

Added Details to Checklist Reports

When running the report for a checklist, it leaves out details that are entered when creating the checklist (task assigned to _____, and due date). This would be great to include in the report because we could send our Owner's a report showing tas...
Guest 6 months ago in Checklists / Log Style Reports 1 Future consideration

Copy lead functionality

It has been requested to have the ability to copy leads for specific customers. It would be nice to also have the option to copy related records (eg. cost codes, prime contract, POs, subcontracts, etc)
Guest 9 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.
Norman Wendl 12 months ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration

Lien Waivers for DocuSign

Add Lien Waivers to available DocuSign list of documents
Sue Parker 6 months ago in Compliance / eSign (including DocuSign) / Lien Waiver 1 Future consideration

Add a PO Reference Column in the Bill List feature

Can we add a PO reference Column to the Bill List area of the system?
Guest 6 months ago in Purchase Orders / UI User Interface Enhancements / Vendor Bills 1 Future consideration

Add project name to invoice approval workflow

When I go to approve an invoice within a workflow, the job number shows up in the left hand side but not the project name.
Guest about 1 year ago in Procurement 0 Future consideration

Project Location Field - (Job Address, City...)

It is necessary for us to track the location of all of our projects for tax purposes as well as conducting analytics on our various markets. This would be a useful metric in the tool to feed over to the accounting system.
Guest about 1 year ago in Accounting Link for Sage Intacct 7 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 about 1 year ago in Estimate Cost Codes (WBS) / RFP for Estimating 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 about 1 year ago in Accounting Link for Sage Intacct 3 Future consideration