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Sync Description from Prime Contract Original Item to Intacct's Project Contract Line Name

I have a couple clients asking for this as the Cost Code/Owner Code name is not the best field to sync to the Contract Line Name in Intacct. Current workaround is to edit the line names in Intacct after sync which is not sustainable if the work is...
Adrianna Johnson over 1 year ago in Accounting Link for Sage Intacct 3 Future consideration

PO CO Detailed Reports

Currently, PO COs are able to be created, however, the Detailed Report to print and send to vendor for signature is not complete. Comments are pulling from original PO and not PO CO items. Also, there is no signature field. Is this something that ...
Victoria Edenfield Hurd 2 months ago in Log Style Reports / PO CO, POCO, Purchase Order Change Order / Purchase Orders 0 Future consideration

Create Prime Invoice by Owner Code

It would be very helpful to be able to create a prime invoice by owner code instead of cost code. Sometimes there are several items within one owner code and it would be very helpful to see them all grouped together when creating the prime invoice...
Guest 6 months ago in Prime Invoices 4 Already exists

Automatic Lead/Project Numbering

With our previous platform, we had the ability to have a sequenced project numbering for Leads/Projects but in SCM it all needs to be manually typed out. It would be really helpful to have this auto-sequenced somehow. In addition, it would be usef...
Dario Tomic over 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration

Better Insight into the PO Items and Daily Log Qty

They want better visibily on the PO of the daily log qty for the items. Right now you do not see that until creating a bill for the PO. Also, want better visibility on the Daily Log when entering in the delivery of how many items have already been...
Michelle Moffatt 3 months ago in Purchase Orders 1 Planned

Sync down the SCM SOV by line item to SIC

Posting the SCM, SOV down to Sage Intacct's project contract lines using the line items, and not grouping by cost/ owner/ division/ major codes, would benefit the client in the following ways. Client will be able to apply CO to the SOV task with...
Patrick Sheppard 30 days ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 1 Future consideration

Ability to pin Sort By in Bill/Sub Invoice List

Our PMs would like to have their Pending items show up at the top of the list when they flip between projects. The ability to sort is already there but it doesn't save the preference and resets everytime.
Rachel Betts 30 days ago in UI User Interface Navigation / Vendor Bills 0 Future consideration

Workflow templates for submittals

Workflow templates - for submittals the ability to create and apply custom project specific workflow templates to submittals would also save alot of time. Being able to create several templates for civil, structural, architect & MEP reviews w...
Matthew Carlisle 6 months ago in Submittals / Workflow 0 Future consideration

MWBE and SDVOB

Please put Checkbox fields on main info page for Companies to identify MBE, WBE or SDVOB- as almost all public work requires %s of each of these to be hired.
Guest 5 months ago in Companies / Compliance 3 Planned

Add a field to subcontractor contracts to choose if contract is signed or pending

Add either a check mark or a drop down option with each subcontract that defaults to pending/unsigned and once we get a signed contract from the sub change it to signed. Add it as a column option to the sub invoice list so we can quickly scroll an...
Guest 4 months ago in Compliance / Subcontracts 1 Future consideration