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Excel Imports to allow XLSX File Format

Allowing .xlsx file formats would greatly improve a user's capability within Excel when formatting files for import into the application. For example, there are new formulas like XLOOKUP and array formulas that could be used. Power Query Editor co...
Jason King over 1 year ago in Other / UI User Interface Enhancements 0 Future consideration

Ability to select Multiple Filters from The Projects List Screen.

We need to filter our projects by many different ways, team members, job status etc. Currently you are only able to select one at a time which makes the filter very inefficient.
Mike Just 12 months ago in Contacts / Project Classifications 3 Future consideration

Add an indicator to desktop clock in/clock out button on upper right menu that lets you know a timer is currently running

When you add a timer from the desktop, there is no indicator that a timer is currently running once you close it to free up desktop space...you can't minimize either, just exit. This can lead to exiting Sage without clocking out, and the timer con...
Guest over 1 year ago in HR, Time, and Expenses 0 Future consideration

Make Workers Comp Code Inactive

We add new workers comp codes for each year. Would be nice to be able to make prior year workers comp codes inactive so they no longer appear in the drop-down menu.
Guest over 1 year ago in HR, Time, and Expenses 0 Future consideration

Automatic COI Email Alerts

As intacct can now send out automatical compliance emails on COI, this feature will defintiely begin to be a push for many Intacct Clients.
Guest 4 months ago in Alerts and Calendars / Compliance / Notifications 0 Future consideration

Lead Enhancement

Need ability to add client as a lead column not just the description.
Guest 4 months ago in Leads 1 Future consideration

Ability to enter in one accounts payable invoice allocated to multiple projects.

Ability to enter in one invoice allocated to multiple projects. Eg. mobility cellular invoices, courier invoices, credit card transactions, etc.
Guest 12 months ago in Vendor Bills 0 Future consideration

Allow for multiple classification code selection instead of one at a time

Right now adding vendors to ITBs is painstakingly slow. One code at a time? Should be able to drill down to the minor level on all your contacts and select multiple classification codes to choose from your contacts to invite. Reduce the number of ...
Guest over 1 year ago in Estimate Cost Codes (WBS) / ITB (Invitation to Bid) / Job Cost Codes / Project Classifications 0 Future consideration

E-Sign Document signature info can only be seen by sender

I am sending out documents for signature and I can see what is open in my account, but the other users cannot see any of the info. Their Home page e-sign tab is empty. We need everyone to be able to track these documents. Not just the admin that s...
Sue Rich 4 months ago in eSign (including DocuSign) / User Security Roles 0 Future consideration

Customize automatic email subject line

Referencing the Project # and Not the Project Name in the email subject line is somewhat useless, since it is not immediately recognized by most parties and is only relevant to contractor. And why does it need to automatically say "communication f...
Aimee Boehm over 1 year ago in Email Templates (includes custom template) 1 Future consideration