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.
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.
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...
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.
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.
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. ...
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"...
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
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.