Sage Construction Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 637

prime invoice status bar color change

Change color of status bar once prime invoice has been paid to show percentage paid
Guest 7 months ago in Prime Invoices / UI User Interface Enhancements 0 Future consideration

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.
Norman Wendl about 1 year ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration

QuickBooks Sync - Be able to reduce Characters in Vendor name & Bill Link

Currently, when you sync bills and vendors between QuickBooks and Sage, if a vendor has more characters in Sage than QuickBooks, it won't sync, same with bill #'s. If it is more than 20 characters it won't sync. It would be nice if you could adjus...
Trina Lapena over 1 year ago in Accounting Link for QuickBooks Desktop 0 Future consideration

Update estimate within a Prime Contract without having to delete the Prime Contract

You create a Prime Contract, bring an estimate into it. Then the estimate changes and you CAN NOT bring it back into the same Prime Contract (does not refreshes the previous). The only solution is to delete the Prime Contract and do it all again. ...
Gilbert Sanchez 10 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts 0 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

Set up favorites by role

We have the ability to set up roles or user types in the settings. It would be helpful for us, as admins, to be able to set up a default list of favorites for each role so that they immediately have access to the shortcuts they will use from day 1.
Dario Tomic over 1 year ago in Favorites / User Security Roles 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

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 about 1 year ago in Detail Report Templates / eSign (including DocuSign) 0 Future consideration