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Ability to Copy a Prime Contract

We use multiple prime contracts for service work and currently we have to add them manually and add markups to each one.
Annie Kendrick 2 months ago in Client Contract Admin 5 Needs review

Prime Contract Invoice Combine CO Items with matching SOV Items

On the Prime Contract Invoice Wizard - Select Add Item Details Method; it would be helpful to have an option that combines the CO item with the original SOV. Essentially just increasing the SOV line rather than billing separate or on separate lines.
Sondra Hall 7 days ago in Client Contract Admin 0 Needs review

AP pulling into AR billing automatically.

We are needing the subcontract invoices and bills to pull into the AR billing automatically.
Guest 13 days ago in Procurement 0 Needs review

Currency selected on the Project in SCM should warn if not the same as what is set in Intacct.

SCM can sync transactions in multiple currencies, however when it syncs to Intacct the currency changes to that of the of the base currency set on the entity tagged to the project. This has causes the purchasing and revenue transactions syncing to...
Matthew Carlisle 13 days ago in Accounting Link for Sage Intacct 0 Future consideration

Insurance Expiring Alert

An alert needs to be sent out to someone that can be set as an insurance manager letting them know that the subcontractors insurance is about to expire on their project.
Misty Toulouse about 2 months ago in Projects 3 Future consideration

Easier way to view linked file when approving bills in workflow

It would be nice if there was an eaiser way for the approver of a bill or sub invoice to be able to see the linked file of the bill image
Jack Speshock 26 days ago in Workflow 0 Future consideration

Estimated Percent Complete Entry Screen

From what I understand, when entering Estimated Percent Complete, this only impacts Labor and Equipment forecasting. It seems like the Estimated Percent Complete Details entry screen includes ALL cost codes, not just ones with labor or equipment h...
Adam Clark 26 days ago in Reporting / Analytics 0 Future consideration

More user-friendly Daily Logs/Field Reports

The feedback we receive the most from our field guys is that since switching platforms the daily logs/field reports are not nearly as user friendly as the previous software we used. Takes approx. twice as long to complete, have to input weather ma...
Guest 3 months ago in Documentation 0 Future consideration

Add Revenue Budget For Pending CPR to Financial API

Customer is requesting a report that gives them a financial summary overview of every project similar to the attached. Currently pending CPR's are not available to be used in the API v2
Jack Speshock 8 days ago in Reporting / Analytics 0 Needs review

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 8 days ago in HR, Time, and Expenses 0 Future consideration