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Ability to Archive old payroll items on individual employees

Ability to Archive old payroll items on individual employees so you don't have to delete them and can keep the old record
Annie Kendrick 10 months ago in HR, Time, and Expenses 0 Future consideration

Add comments to Major Equipment section of daily logs

Add a comments field to Major Equipment on daily logs. A comment field is available in both the workforce and major material deliveries section but not major equipment
Jack Speshock 10 months ago in Documentation 0 Future consideration

Use Locations for Work Orders and Cost

Currently Locations are only available for use on the client side. It would be beneficial to be able to have the Locations field populate on the cost side such as work orders, subcontracts, reports, etc. The time it would save to pop in a location...
Dawn Parents 10 months ago in Prime Contracts / Purchase Orders / Subcontracts / Work Orders 0 Future consideration

cross project reports that total by cost code

I would love to be able to view reports of specific cost codes that total across all cost codes for a certain amount of time, such as a calendar year. It would be nice to know how much we spent/billed out on a certain item, etc.
Guest 10 months ago in Log Style Reports 1 Future consideration

Create a CPR, CO, or SCO from an Correspondence > Issue

Issues have an Financial Impact field that acts as an estimate or sorts. This could easily convert to a CPR, CO, or SCO. This would also provide a continuous connection to supporting correspondence and documentation for the CPR, CO or SCO.
David Holler about 1 year ago in Issues 0 Future consideration

Sync GOVT ID for vendor to QB

Customer is creating vendors in SCM along with the govt id. when sync with QB the vendor ID is not getting updated in to QB, which causes additonal work for end user. Would like to have the SCM update QB with govt id upon sync.
Blesson Mannil about 1 year ago in Accounting Link for QuickBooks Online 1 Future consideration

Analytics that include Labor Bill Rates

We mark up our labor. I like to review job cost report with our mark up. The "committed cost overview By resource type" used to let you run the report with labor mark up. It no longer allows that. Can you add back in the option to run reports with...
ron colindres 5 months ago in Detail Financial Analytic Reports 0 Future consideration

Separate/Itemize Burden Types in Custom Reports

Currently, all types of burden are lumped together and reported as one number. It would be great to be able to report various burden types (e.g. Workers Comp) with separate accumulators for each type of account-specific burden created in Feature S...
Matt Evers 10 months ago in Feature Settings / Labor / Craft Codes / Labor Timecards / Log Style Reports 0 Future consideration

Notes section in Leads/Projects with User Tagging Capability

Communication amongst team members is vital when it comes to managing a project/lead. Being able to house that in a centralized location in the lead/project would be really nice. Also, being able to tag one or more team members to the note so they...
Dario Tomic over 1 year ago in Journals / Leads (Active or Intactive) / Projects (Active and Inactive) 3 Future consideration

Expand Webhook Triggers

It would be really nice if there were more webhook triggers added to the developer space. Right now, we only have Company, Contact, Lead and Projects being created triggering webhooks. It would be nice to have this added to other parts of Sage CM ...
Dario Tomic 10 months ago in UI User Interface Enhancements 0 Future consideration