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Sync Bills from SIC to SCM making bills a bi-directional sync

Allow bills from SIC to sync into SCM. Bi-directional syncing
Diane Gennarelli 11 months ago in Accounting Link for Sage Intacct 0 Future consideration

Sync Description from Prime Contract Original Item to Intacct's Project Contract Line Name

I have a couple clients asking for this as the Cost Code/Owner Code name is not the best field to sync to the Contract Line Name in Intacct. Current workaround is to edit the line names in Intacct after sync which is not sustainable if the work is...
Adrianna Johnson almost 2 years ago in Accounting Link for Sage Intacct 3 Future consideration

Prime Invoices & Sub Invoices - Ability to Assign Retainage % to specific job cost codes

Currently, when creating a prime invoice, it assumes a specific retainage for each line item. We have items, like General Conditions, Contractor fee, Arizona TPT tax, where retainage is NOT held. This prevents us from using the Prime invoice featu...
Trina Lapena about 2 years ago in Prime Invoices / Subcontract Invoices 6 Planned

Change success modals to toast messages

There are several places in the application where performing an action opens a modal / dialog box that requires clicking the X to close it and this completely disrupts flow within the app. There is nothing special about the modals, no call to acti...
Andrew Langstone 18 days ago in UI User Interface Enhancements 0 Needs review

Assign Multiple PMs to Project

The ability to assign more than one PM would be useful, as we have both internal and external PM per project.
Guest 18 days ago in Contacts 0 Needs review

Change default templates to custom templates

When selecting the template on a PO, Subcontract, etc., many times this is customized to client specifications. It would be great if there was a way to change the default to these custom templates, so that when user selects the Report, their custo...
Jo Steiner over 1 year ago in Detail Report Templates / UI User Interface Navigation 6 Future consideration

Sage Estimating Integration

Create a way to import estimates from Sage Estimating to SCM either on the Lead or Project or both.
Adrianna Johnson about 1 year ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

Need a Percentage Paid Column for Subcontracts

On either the Subcontract tool or the Subcontract Status Summary tool we need a column to show total percentage paid
Guest 11 months ago in Subcontracts / UI User Interface Enhancements 3 Future consideration

Leads - ITB General Messages

When sending out a General Message to the bidders, we would require an option to attach files to that message to reference (Addendums)
Guest about 2 months ago in Leads 0 Needs review

Add folder structures to store files in Leads/Projects

It would be really useful to be able to organize linked files to a lead/project using folders. Having a view where we can create folders/subfolders and add files in those folders would be really useful from an organization standpoint. Right now, t...
Dario Tomic about 2 years ago in Projects 3 Future consideration