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Sage CMS timecards to Sage 50 Canada

currently Sage CM timecards do not integrated with Sage 50 Canada
Ian Broadfoot about 1 year ago in Accounting Link for Sage 50 0 Future consideration

Default Email Signature - Individual's Business Phone, not Main Company Record Phone #

Currently, the default email template populates the Business Phone number field from the generic phone number listed in the company record, rather than from the Business Phone number field listed under the individual's record, in each signature li...
Jessica Whyde about 1 year ago in Companies / Contacts / Email Templates (includes custom template) 5 Future consideration

Popup reminder to save work

In Sage 100 Contractor, when you try to leave a function, you get a popup reminder asking if you want to save your work before you exit. As a new user of Sage CM, I find that I'm losing my work (usually in estimating) because I need to hop over to...
Beverly McKay about 1 year ago in Other 0 Future consideration

Allow teamlink vendors to upload files after submitting the bills

Currently when our teamlink vendors upload sub invoices/Bills the only time you can upload an invoice file is while they make it. If they forget, then they have to send it ti us to manually upload on their behalf. This is not ideal, so we would gr...
Guest 7 months ago in Linked Files (Projects) / Teamlink Portal (General) / Vendor Bills 2 Future consideration

Allow a PO to start off as a material/equipment request that does not require the superintendent to select a vendor. From there the PM can approve and the purchasing manager can assign vendors to the various line items and create multiple POs off of one request.

It is useful because it creates an actual purchasing system. It is not realistic to believe the person who starts the PO will be the one to select the vendor. Realistically, someone is going to request materials/equipment, it is going to be approv...
Norge Arnaiz Jr 7 months ago in Mobile - Android / Mobile - Apple / Procurement / Purchase Orders 2 Future consideration

Reports that show linked vendors, customers, employees

Ability to run a report that shows which sage cm companies are linked to sage intacct vendors with sage intacct id. Similar to the linked vendor screen just in an exportable report
Jack Speshock 7 months ago in Accounting Link for Sage Intacct / Log Style Reports 0 Future consideration

labor hours report

Perhaps you can make it a standard report. I’m sure that it will be useful to all of your users that don’t have ADP or Sage (with the ability to export to those platforms). This report shoudl cum the PTO, Regular, Overtime etc hours by employee. s...
Guest about 1 year ago in Labor Timecards / Log Style Reports / New Product Integration 0 Future consideration

Do not allow TBD cost code to export to QBD

During the export process through Sage/QB link, do not export TBD cost code and show as an error to prevent incorrect cost coding.
Debbie Idzik about 1 year ago in Accounting Link for QuickBooks Desktop 0 Future consideration

digital signing

Integration with PandaDoc for signing subcontracts would be great!
Paul Di Natale about 1 year ago in eSign (including DocuSign) / New Product Integration 0 Future consideration

Add Additional Insurance Data Entry Options for Vendors

When adding insurance information for a vendor, there is only one amount field in there. It would be good to be able to fill out the limits within fields on that screen as well. Using the ACORD COI template, for example, General Liability Insuranc...
Dario Tomic about 1 year ago in Companies / Compliance 0 Future consideration