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Tax on Gross Invoice

Sage Intacct taxes on gross invoice and specifically Washington it is Law to tax on the Gross Invoice amount. In order to have SCM invoices and Intacct Invoices match this needs to be updated.
Tamera Reckks about 2 months ago in  2 Planned

Downloading/viewing linked files from the app

In the app, you can see linked files (attachments) exist, but you cannot open them. Being able to review submittal/RFI comments on the app would be beneficial in the field.
Graham J 5 months ago in Linked Files (Projects) / Sage CM Mobile 4 Future consideration

WORKFLOW EMAIL ALERT TO INITIATE

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...
Guest 10 months ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

Enhancement for Security Roles

Ability to have distinct permissions for each feature like add, edit, view/read only, delete, etc. (similar to Sage Intacct permissions) as we've had some clients already ask for this.
Adrianna Johnson 10 months ago in User Properties / User Security Roles 8 Future consideration

Add Description to Daily Log Photos

Add a description next to the photo that is uploaded so the reviewer knows the area or what the picture is showing
RJ Delagarza 4 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements 3 Future consideration

SCM - Add Column function to Project Directory page

Knowing what the trade does would be helpful when looking at the project directory page. This would be especially useful for new people coming on to the job.
Bruce Dutnall about 1 month ago in Companies / Project Directory / UI User Interface Enhancements 2 Future consideration

To-Do List Reminder Emails

The To-Do List needs to have a notification system. If I have to-do's that are past due or coming due soon, there is no ALERT to tell me that. Adding a drop down in the To-Do creation that says "reminder" with a date would be a major improvement. ...
Chad Shaules 2 months ago in Alerts and Calendars / General To Do  / Notifications / Project To Do / UI User Interface Enhancements 0 Future consideration

Only allow estimates with an "approved" status to be added to prime contract

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...
Carl Lyles 9 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Auto apply Prime markups to CPR and CO's

When a Prime includes markups, allow the markups to be automatically applied and visible for each CPR and CO's. Therefore the PM doesn't miss adding markups to the CPR's or CO's
Guest about 1 month ago in CO / CPR / Markups | Adds | Cuts 0 Future consideration

Add option to add vendors to ITB from Project Directory

If ITB is used outside of the leads module; inside of the Projects module, it will be helpful to be able to add Vendors to the ITB list from the existing Project Directory. ITB might be used after the project is created.
Guest about 1 month ago in ITB (Invitation to Bid) / Project Directory / UI User Interface Enhancements 0 Future consideration