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Ability to pin Sort By in Bill/Sub Invoice List

Our PMs would like to have their Pending items show up at the top of the list when they flip between projects. The ability to sort is already there but it doesn't save the preference and resets everytime.
Rachel Betts 7 months ago in UI User Interface Navigation / Vendor Bills 0 Future consideration

Add locations to photos in daily logs

Ability to assign a location to photos that are added to daily logs. This would then have the photos group correctly in the photo feature.
Jack Speshock over 1 year ago in Daily Log (Daily Report) / Photos 2 Future consideration

Deleting photos from album

Currently, we are unable to delete a photo from an album without deleting it from the project. Please consider separating the delete photo from album from the delete photo from album and project.
Micah Will about 1 year ago in Photos 0 Future consideration

Allow for Photo Rotation Tool and Increase Size of Space to Upload Photos/Videos

If you take a picture with the camera held horizontally, and then upload the photo, the thumbnail of the photo will automatically rotate the image 90 degrees. Please fix this. It would also be great to have more size to upload pictures and videos....
Micah Will about 1 year ago in Photos 1 Already exists

Include Checklist Templates in Lead/Project Wizard

We have elected to utilize "Checklists" to assist with internal workflow. We have created a checklist template for leads and estimates which includes the steps of our internal workflow. In creating a Lead, we add the checklist template to the lead...

DATE FORMAT - USA

We just started using the program and didn't realize this was a foreign software. I'm told by support that the date format cannot be changed to MO-DAY-YEAR, as this is what we use in the USA. We have never received documentation with the format yo...
Sue Rich 11 months ago in Settings / UI User Interface Enhancements 3 Future consideration

Allow Equipment Service "Add Service" Feature from Mobile App

Regarding Equipment, the field manager needs to be able to view details and "Add Service" using the mobile app. This feature is already included in the desktop app but not the mobile app. Having the add service option on the desktop app is useless.
Guest 4 months ago in Equipment Items 0 Needs review

Add sent from filter to list views

Add columns for sent from and sent date to list views, have it populate from teh emails sections of transactions. This way clients can filter their list views by which items have been emailed out of the system.
Guest 7 months ago in UI User Interface Enhancements 1 Future consideration

Ability to reorder columns in List Views

As Intacct allows, can SCM have the Columns on list views able to be moved around for reordering by users so they can see data in the best way for their review.
Guest 7 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Making a detailed Audit Trail Report

This would allow me to see the exact changes that were made by each user that has access to certain steps in the billing process.
Guest almost 2 years ago in Reporting / Analytics 0 Future consideration