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Financial Report Toggle for Tax or No Tax

Not all reports can be generated without Tax. In Canada, we do not include tax in job cost reporting. So when tax is included in the revenue reports, but not in the cost reports, it causes confusion and/or lots of messing around in Excel to get al...
Guest over 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports 0 Future consideration

Ability to create custom lead analytic reports

Need the ability to create Custom Lead Analytic Reports like the feature provided to customize Financial BI Summary Dashboards.
Jack Speshock over 1 year ago in Estimating, RFP, Proposals (Pre-Construction) / Lead Analytics & Reports / Leads (Active or Intactive) 0 Future consideration

Journal recipients should not see files uploaded by other recipients

When you create a journal and send it to multiple subcontractors, subs don't see any reference to the other subs on the journal. However, if the sub uploads any files to the journal, those files ARE visible to all other recipients. This is a confi...
Guest 12 months ago in Journals 0 Future consideration

Would be nice if we have an option to send email directly from sage when payment is release to the subcontractor

No description provided
Guest over 1 year ago in Lien Waiver / New Email Features & Email Browsing / Subcontract Invoices 0 Future consideration

Contacts [Vendor and customer] not being imported into SCM using intergration link

When importing vendors and customers from Sage 100 CONT using the interface, no contacts are imported in – customer will have to manually extract all contacts from Accounting software into excel and then import it manually into SCM
Blesson Mannil 12 months ago in Accounting Link for Sage 100 Contractor 1 Future consideration

Bring RFI pricing into CPR or CO

Can we add the option to import pricing/budget from an RFI to a CPR or CO?
Guest 4 months ago in CO 1 Already exists

Open fly out of photos & documents when clicking the document hyperlink

When you click the link of "Photo 1" or "Document 1" it would open a flyout window of the item. Complete with buttons to download, print, rename, etc. Clicking on the link now goes to a file information window. To access the document, you have to ...
Marc Macialek over 1 year ago in Documentation 1 Future consideration

Lien Release Filter on Sub Invoice View

There is not an easy way to see what releases you have for each sub invoice. There is a section in the sub invoice view to log the lien release information, and it would be helpful if there was a way to filter the releases you have and which you s...
Marc Macialek over 1 year ago in Subcontract Invoices 0 Future consideration

JCC import error if the ID & Description for CC do not match master list ID & Description

This would come in handy in the given scenario: If the client is trying to import cost codes via the Excel import onto a prime contract (the job cost codes) or trying to manually add an item to the contract, it would be nice to have an error or me...
Patrick Sheppard 4 months ago in Importing Excel Templates / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts 0 Future consideration

Bulk action to change PRIME CONTRACT

We are all humans some times we make mistakes, so in order to correct this mistakes and keep the work flow we need a BULK option to change PRIME CONTRACTS whiting the same project because now we have to do it ONE BY ONE! If we uploaded 1000 wrong ...
Guest 4 months ago in Prime Contracts / UI User Interface Enhancements 1 Future consideration