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Import Job cost codes and its cost budget from a prime contract into a sub contract

Option to Import selected job cost codes with its Cost Budget from a prime contract into a sub contract while creating a new sub contract.
Blesson Mannil over 1 year ago in Subcontracts 0 Future consideration

importing submittals there is no place for submittal type

For importing submittals there is no place for submittal type is there a way to add that without going in and changing all manually
tori McCullough over 1 year ago in Submittals 1 Future consideration

Timecards in Leads

It would be really nice to be able to track time our preconstruction team is spending during the lead phase.
Dario Tomic almost 2 years ago in Labor Timecards / Leads (Active or Intactive) 0 Future consideration

System default Tax codes

Could system default tax codes be added rather than relying on users remembering to set default JCC tax rates. In New Zealand and Australia primarily using Xero and QBO tax rates are needed to sync to the financial package and when this gets misse...
Tim Smith about 2 years ago in Prime Contracts / Tax / UI User Interface Enhancements 2 Future consideration

When Adding Bills Should be Able to Link Files Right Away

When creating bills for invoices in order to add the document you have to save and link. You should be able to link or add the PDF document on the first page of adding the Bill... If I am entering more then one invoice for a Job i want to be able ...
Guest about 1 year ago in Linked Files (Projects) / Subcontract Invoices / Vendor Bills 0 Future consideration

Ability to Add Cost Codes like New Companies

Should be able to add cost codes well adding Bills and/or Misc. Expenses the same way you can add a new company and come back to where you left off. You don't realize you are missing it until you go to add and having to leave the page and start al...
Guest about 1 year ago in Job Cost Codes 2 Future consideration

Prevent sync to Intacct if Vendor is out of compliance

No description provided
Matthew Carlisle 9 months ago in Accounting Link for Sage Intacct / Compliance / Contact Management / Vendor Bills 0 Future consideration

Add "responsible contacts" to checklist from internal/master contact list and auto-update lead/project directory

There are multiple potential solutions to the issue at hand here, I am merely presenting a solution that seems logical from an end-users perspective. As stated in SAGECM-I-553, we utilize checklists for many internal workflow related items. In doi...
Carl Lyles over 1 year ago in Checklists / Project Directory 0 Future consideration

Add a margin to individual items in an estimate

Would like to be able to select the Margin percentage from the drop down of an individual items cost type.
Stacey Leary about 1 year ago in Estimating Items 1 Future consideration

Viewing Submittals Organized By Originator In TeamLink Portal

Being able to view all of a projects submittals in the TeamLink Portal by originator would be useful for organizational purposes and ease of access for the users to see which submittals pertain to them as well as the submittal list as a whole. Thi...
Guest over 1 year ago in Submittals / Teamlink Portal (General) 2 Already exists