All ideas

Ability to have distinct permissions for each feature like add, edit, view/read only, delete, etc. (similar to Sage Intacct permissions) as we've had some clients already ask for this.

Update the digital payment for customers to resemble quickbooks. Currently digital payments options require too many steps. An email must be created manually with a link embedded in the email. Once clicked the link directs to a page where customer...

Currently any user in the role of Crew Chief cannot be included in another crew. This affects functionality for companies in two ways, if a user is a Crew Chief on one project but works temporarily or regularly under another Crew Chief on other Pr...

It would be nice for businesses that do small jobs frequently to have a more simplified process for signature integrated into Sage. For example, we use sub contractors on jobs that are frequent in occurrence. If the Team link could incorporate a d...

Have the ability to view and reply to anything within SCM through Outlook or Email without having to click into the Portal or SCM. Also consider an approval button that could act as a virtual signature/approval via email.

It has been requested from several clients to have the ability to directly print a PO CO. Can this please be considered for enhancement like other detail report templates exist today?

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...

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...

The ability to assign more than one PM would be useful, as we have both internal and external PM per project.