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Billable/Non Billable Toggle in Mobile

Inputting misc expenses in mobile would be better if there was a toggle button to mark the expense billable/non-billable. Most of the receipts we input are non-billable expenses. And the SCM default is "billable". The mobile interface doesn't have...
Marc Macialek over 1 year ago in Misc. Expenses / Mobile - Android / Mobile - Apple 0 Future consideration

Additions /Changes to Subcontract Status Types

It would be beneficial to either be able to customize or pick from preselected options that are more descriptive. For example, pending is very vague and doesn't give enough detail as to what is pending. A contract admin should be able to produce a...
Guest 11 months ago in Feature Settings / Log Style Reports 2 Future consideration

OCR tool scan lines link to existing PO items

Where this would be useful is if you want the specific detail from the supplier Bill in the Bill info in SageCM but the PO may have been less detailed or even a lump sum figure. Currently if scan a bill using OCR and its for an exiting PO and you ...
Tim Smith 11 months ago in OCR / UI User Interface Enhancements 0 Future consideration

Associate a Bill item to an existing PO item

This would be useful where someone has entered a bill directly not realising it was for a PO. This causes a double up of committed costs due to the PO and Bill no PO both being committed. If discovered during analytics the solution is to either de...
Tim Smith 11 months ago in Purchase Orders / Vendor Bills 0 Future consideration

Add ability to track Activity by Subcontractor to Daily Logs

The main thing we want to track in Daily Logs is subcontractor activity. I’m not interested in their hours, and we don’t have employees hours to track. But I would like a pull down menu of our Subs/Vendors so I can pick one and write a sentence ab...
Guest over 1 year ago in Daily Log (Daily Report) 1 Future consideration

Allow visibility of Target Cost Code, Location, etc when editing Estimate Assembly Items

When using estimate assembly items, it is necessary to edit the quantities of the assembly variables so that the assembly equation will populate the proper cost and price. While editing the assembly variables, the target cost code and location are...
Carl Lyles 11 months ago in Work Assemblies / Work Items 0 Future consideration

Easy way to print all linked files on a transaction

A quick and easy way to print out all the linked files on a transaction. Use case: Customer wants to print out submittal package that includes product documentation, product photos and design plan that was uploaded to linked files on submittal. In...
Jack Speshock 11 months ago in Linked Files (Projects) 0 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 over 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 over 1 year ago in Accounting Link for QuickBooks Online 1 Future consideration

Remove "CLOSE' Pop Up Window From All Applications

Remove the "close" pop up window from all applications as it doesn't provide any benefit. It only gives you the option to close the window and not do anything else. It serves not purpose, is not consistent across applications, is time consuming, a...
Isaura Clark 11 months ago in UI User Interface Navigation 0 Future consideration