Sage Construction Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 573 of 573

Default Tax Codes

Default tax codes for a company overrule the tax code set for a job cost code. If a default tax code is set for the company then it should automatically be assigned and shown to the user that it is applying a default tax code. Currently set up so ...
Guest 6 months ago in Companies / Job Cost Codes / Tax 0 Future consideration

Under the Prime Contract Invoice Information in the Net Retainage Summary box it would be helpful to have a column that shows the Subcontractor Retainage amounts.

This would give you a snapshot of how much retainage is currently being held for the entire contract. There is currently not a view that shows this information.
Guest 6 months ago in Prime Invoices / Subcontract Invoices 0 Planned

Project Directory - Bulk action for TeamLink Role

It would be helpful to have the ability to assign teamlink roles in bulk action on the project directory list.
Guest 6 months ago in Project Directory / Teamlink User Roles / UI User Interface Enhancements 0 Future consideration

Project Directory Custom Columns

Add options in custom column drop down for Contact Name, Contact Ph, Contract Subject, Billing Address (instead of shipping address)
Guest 6 months ago in Project Directory 0 Future consideration

Contact Mgmt - Customize Colunm - Address Option

Currently you can select city/state but, not address in the custom column for contact management list.
Guest 6 months ago in Contacts 0 Future consideration

Punchlist - Subcontractor Teamlink Portal

Allow sub to edit and add completion date of the punchlist item, send back to browser version and add alert that update has been made so that a PM can review item. Then it would be a workflow that clients are looking to have.
Sue Parker 6 months ago in Punchlist / Teamlink Portal (General) 0 Future consideration

Automate the ERP payment sync

Automate the ERP retrieve payment sync. Be able to set intervals on when you need it to sync (how many hours) and still keep the button to manually pull the latest payment information.
Jack Speshock 6 months ago in Accounting Link for Sage Intacct 0 Planned

Set default screen when opening SCM

Currently when you open SCM it takes you to the home screen that lists your alerts. I have a customer who is requesting the ablility to change this to the project list.
Jack Speshock 6 months ago in Projects 2 Already exists

Edit 'Expense Type' and 'Expense Payment Type' Lists

We seem to have lost the ability to edit the 'Expense Type' and 'Expense Payment Type' lists in settings. Only 'Add' is available. Can this be added back? It would also be nice to archive or delete previous expense types (it won't allow deletion o...
John Drinkwater 6 months ago in HR, Time, and Expenses 2 Already exists

Time & Expense User - Ability to Add Photos (not through Daily Log)

Time & Expense Users seem to be able to add photos through a daily log. And I am aware of the "Automatically Link uploaded images to Photos" setting in Feature Settings. It would be helpful if they could add photos to the Project without using...
Adam Clark 7 months ago in Daily Log (Daily Report) / User Security Roles 0 Future consideration