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Summary of Approvals (Bills)

It would be ideal if Project Managers could have a dashboard with a summary of all approval requires. Currently, a project manager needs to browse each job to see all pending bills and approve individually. A dashboard on the homepage listing all ...
Guest 5 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Vendor Bills 0 Already exists

Bills - Purchase Order financial summary

Have a financial summary section for purchase order bills similar to what is on the subcontract invoice screen attached
Jack Speshock 5 months ago in Purchase Orders / Vendor Bills 2 Already exists

Add permanent notes in inclusion section for sub-contract

To add requirement for liability insurance and Work Compensation
Guest 11 months ago in Companies / Compliance 1 Already exists

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 11 months ago in Alerts and Calendars / Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

Map view of all leads.

It would be nice to have a map view of all leads to show geographical locations of all available opportunities. There is already a map of the lead location within each individual lead. If there could be an overall map showing all leads with a mark...
Colton Cooper 5 months ago in Lead Directory / Maps Geo Location 0 Future consideration

Payment Detail

When exporting payment detail through the accounting link other non accountant users have requested being able to see more payment details i.e. date paid, check number etc. it would be nice for users to be able to see more payment details.
Trina Lapena 11 months ago in Procurement 0 Future consideration

Access all Time Approval Access on employee Card

A employee may need access to all employee or new employees without manually adding each employee. Please see attachment.
Guest 6 months ago in HR, Time, and Expenses / Time & Expense Workflow / User Security Roles 0 Future consideration

Use same naming convention for photo folders automatically created via APP and WEB

For the setting in Feature Settings > Documentation "Automatically Link uploaded images to Photos" when you create Albums and use one of the Feature options and upload image from WEB vs APP the folders created for daily logs and work orders are...
Tim Smith 6 months ago in Photos 1 Unlikely to Implement

Automatically Link uploaded images to Photos extended to other modules outside Documentation

Currently this only works for the other modules within documentation. Daily Logs, Work Orders and Meetings. What would be great is if this could extend out to the other modules. Where it would be useful just on initial thoughts are things like goo...
Tim Smith 6 months ago in Linked Files (Projects) / Photos 0 Future consideration

Template modificatons

It would be nice if there was a simple way to modify the templates, rather than only being able to adjust the email forms. Simple things like living in Canada, our address shows zip codes (usa) etc. A previous program we used had a whole template ...
Guest 11 months ago in Email Templates (includes custom template) / UI User Interface Enhancements 0 Future consideration