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Equipment - New Equipment Module Calendar, Alerts and Notifications

Equipment Calendar: Purchase Date Sold Date Service Date Equipment Alert: Same as Equipment Calendar Equipment Notification: Service Date
Norman Wendl 11 months ago in Equipment Items 0 Future consideration

Option to automatically sync items

Option to automatically sync items between sCM and SIC rather than having to manually post the items
Guest over 1 year ago in Accounting Link for Sage Intacct 0 Future consideration

Auto Populate SubInvoices by cost code within New Prime Invoice

After entering all of my sub invoices for the current period. Having to 'manually' reenter these costs by cost code division with a new prime invoice is double work when all of this information exists. It would be nice to be able to have a drop do...
Guest over 1 year ago in Prime Invoices / Subcontract Invoices 0 Future consideration

Subcontractor Daily Report

Many requests for subs to be able to upload and/or submit their own daily reports to the GC. Upload through the portal maybe?
Sue Parker 4 months ago in Daily Log (Daily Report) / Teamlink Portal (General) 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 over 1 year ago in Prime Contracts / Tax / UI User Interface Enhancements 2 Future consideration

Project Directory to not Carry across Projects

I have a big company, and most of my subs are big companies. However, each project only uses about 3 people from each company. So right now I have to go through all these people, just because they and their company are on other projects. The proje...
Preston Sciarrillo 7 months ago in Contacts / Project Directory 2 Already exists

Automate the ERP JTD cost sync

Automate the sync where it runs at set intervals throughout the day. I would say hourly would be ok for most customers but there are going to be some who are going to want more "real time" data. Also leave the ability to click the button to retrie...
Jack Speshock about 1 year ago in Accounting Link for Sage Intacct 0 Planned

Make the Lead Stages sequence editable

If you want to add some additional stages you can't get them into the correct sequence as the stage number is used as key information (see attached) The sequence is important for display order and how analytics and last stages works. Main issue wo...
Tim Smith 11 months ago in Feature Settings / Lead Stages 2 Future consideration

Accounting Link Permissions

I wanted to bring up a point that I believe would enhance our team's efficiency and streamline our processes. Currently, only the 'Administrator' and 'Finance Administrator' roles have access to the Accounting Link module. It would be beneficial f...
Guest 7 months ago in Accounting Links / User Security Roles 3 Already exists

Allow bills to be entered in SCM without project

Currently all bills have to be entered within a project. It would streamline the process if we could enter bills without assigning them to a project OR be able to move them from one project to another. Sometimes we receive vendor invoices (bills) ...
Guest 7 months ago in Accounting Links / Vendor Bills 1 Unlikely to Implement