We manage the accounting system (QBO) and AP processor for our client. When bills and sub invoices are added to SCM, we review and sync over to the accounting system and AP processor so that the bills can be paid. Since the client manages the proj...
Vendor hub to be more like a supplier directory not just hold info on Vendors who have transactions against
Would like to see the vendor hub set up more around the vendor directory to show all live vendors, transactions, activity, performance etc. Having a dashboard like in Intacct where you can select vendor and see its activity, analytics
Woudl be good to see more detail around contacts - type of contact ie Supplier/Vendor or Client also for supplier/Vendors the location they work and the type of works
Automatic notification when contract status changes
It would be helpful for the project manager of a project to get a notification when a prime contract goes from pending to active. This would trigger the PM to know that he project is now in their hands and can start working on it.
Accidently inactivated all of their workflows using this bulk actions option It would be helpful if when looking at the list of inactive workflows, we could click Bulk Actions and set them all Active again.
Bryan Shirota
27 days ago
in Workflow
0
Needs review
Add a Rating tag for companies in Contact Management
Add a field that would allow users to rate vendors. For the sake of the current Contact Management setup, the ratings would be: 1 2 3 4 5 N/A [N/A for companies who are only clients]
It would be nice if the break function could be used for paid and unpaid breaks so you can track hours fully in sage and use that for whichever way you pay employees. With reports showing worked hours, paid breaks, unpaid breaks, and total hours (...
Ability to "add from previous ITBs" from Inactive Projects
I can add vendors from previous ITBs (especially useful for past leads and projects from similar regions) but once a project has ended and is made inactive, I cannot add vendors from those ITBs without reactivating the project, which is a hassle.