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Accounting link sync log payment detail

Currently it just shows payment added in the sync log with no information for what payments were sync so you have no idea what they relate to. Would be useful to see supplier and invoice number and if you search for it you can see when payment syn...
Tim Smith about 1 year ago in Accounting Link for Xero 0 Future consideration

Rename fields

Some companies do not use sales contacts and would like to repurpose the field as a way to track the superintendent on the job. Another use for this would be to rename a date field to have another use.
Jack Speshock about 1 year ago in Custom definable Fields / Feature Settings / Lead Directory / Leads (Active or Intactive) / Project Directory / Projects (Active and Inactive) 1 Future consideration

Submittal Importing from excel

Being more clear on what is needed for the import to work properly. Had to go back and forth a dozen times before i figured out what is all needed to be filled out as a baseline. I still can't get it to work because it's not recognizing some fields.
Guest 7 months ago in Importing Excel Templates / Submittals 0 Future consideration

Intacct Reference Default

It would be great to have a defaulted Reference number option in SCM for Prime invoices coming into Intacct. Currently it populates with "Sage CM Prime Invoice #004". For me it would be great if that pulled the job number and then the billing numb...
Guest 7 months ago in Accounting Link for Sage Intacct / Prime Invoices 0 Future consideration

Wizard Column View

Hello, It would be really great if due date could be added to the batch wizard columns for bills and sub invoices.
Guest 7 months ago in Accounting Link for Sage Intacct / Subcontract Invoices / UI User Interface Enhancements / Vendor Bills 2 Future consideration

Manual Data Entry For Reports

When creating a report it is frustrating to see empty fields and having to go back to that specific line item to enter the data then create the report. An example of this is dates for submittals, If there could be an user friendly data entry cater...
Guest 7 months ago in New Product Integration / Submittals 0 Future consideration

More import options for Transmittal Items

Currently you can only import Submittals and Drawings to Transmittals. There should be more options in here like SCO's
Jack Speshock about 1 year ago in Transmittals 0 Future consideration

Add Columns to Workflow Page

It would be nice to have the ability to sort by invoice due date on the workflow page. Currently, the invoice date and workflow due date are availble but the invoice payment due date is not.
adam rutledge about 1 year ago in Alerts and Calendars / Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

option for subcontractors to attach proof for subinvoice or bil

need an option for subcontractors to attach proof for subinvoice or bills
Blesson Mannil 7 months ago in TeamLink Portal 0 Future consideration

Remember sort settings that user used last

I have a customer who wants to have projects sort decending and does not want to have to select this every time
Jack Speshock about 1 year ago in Other 0 Future consideration