It would be great to have a defaulted Reference number option in SCM for Prime invoices coming into Intacct. Currently it populates with "Sage CM Prime Invoice #004". For me it would be great if that pulled the job number and then the billing numb...
Import Multiple Change Orders simultaneously from a single Excel Import Template
Please allow for an option to import from excel under the "Change Order" Module. This would save us significant amount of time instead of manually adding each item. The import file could be identical to a Prime Contract Import from excel.
When creating a report it is frustrating to see empty fields and having to go back to that specific line item to enter the data then create the report. An example of this is dates for submittals, If there could be an user friendly data entry cater...
Make a date change available on an AP bill so if a PM hold a bill for a long time before approving, the date can be change when it gets approved. This avoids having to unlock the bill, change the date, and re-initiate.
Add Approver/Rejector Name and Date to stamp in drawings
Currently, the stamp in drawings is just a box with text that says "Approved","Rejected", etc. Can we also have it show the details of who approved/rejected as well as a timestamp?
Automatically separate drawing PDF into separate sheets with hyperlinked log
Hello. It is important to track changes to each drawing as they may get changed one at a time or several at a time, or all so history and the current version are both accessible. A self-generating log with hyperlinks would be a great accompaniment...