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OCR tool scan lines link to existing PO items

Where this would be useful is if you want the specific detail from the supplier Bill in the Bill info in SageCM but the PO may have been less detailed or even a lump sum figure. Currently if scan a bill using OCR and its for an exiting PO and you ...

Tim Smith 9 months ago in OCR / UI User Interface Enhancements 0 Future consideration

2 VOTE

Associate a Bill item to an existing PO item

This would be useful where someone has entered a bill directly not realising it was for a PO. This causes a double up of committed costs due to the PO and Bill no PO both being committed. If discovered during analytics the solution is to either de...

Tim Smith 9 months ago in Purchase Orders / Vendor Bills 0 Future consideration

1 VOTE

Employee - Set default Labor code

Set a default labor code for the employee, when this employee is referenced on a labor timecard it should default to this code

Jack Speshock 5 months ago in Employees (Active or Inactive) / Labor / Craft Codes / Labor Timecards 3 Future consideration

3 VOTE

Add Option for Estimate Proposal Grouped by Location and Major

It would be helpful if you could also provide an option for Estimate Proposal Grouped by Location and Major, the same as you already have by Location and Division and Location and Job Cost Code

Audrey Peebles about 1 year ago in Detail Report Templates / Proposals, Reports, Logs, Exports 2 Future consideration

1 VOTE

Have project size be a bookmark in all detailed report templates OR have a size cost rate

I have some clients that like to display costs in cost per sf, which is possible only in the estimate detailed reports, due to the EstimateSize bookmark being present. Having the bookmark accessible in other reports or having a separate cost/sell ...

Sean Coffman 5 months ago in Detail Report Templates 1 Future consideration

3 VOTE

Add the Meetings module to Leads

For larger projects, there are are often many meetings with the client prior to us being awarded the job. It would be extremely helpful if the Meetings tools were also available under Leads the same way the are under Projects.

Audrey Peebles about 1 year ago in Leads (Active or Intactive) / Meetings 0 Future consideration

3 VOTE

AutoSave when working with Estimate Scope

It would be very helpful to have the Scope tab autosave in estimating, or at the very least, ask the user if they want to save when they navigate away from the page

Audrey Peebles about 1 year ago in Estimate Cost Codes (WBS) / UI User Interface Enhancements 0 Future consideration

3 VOTE

Sub invoices billable status export to QuickBooks Desktop

Currently the billable status for labor and bills export to QBD. Please allow the sub invoices to do the same.

Debbie Idzik about 1 year ago in Accounting Link for QuickBooks Desktop 0 Future consideration

2 VOTE

Allow visibility of Target Cost Code, Location, etc when editing Estimate Assembly Items

When using estimate assembly items, it is necessary to edit the quantities of the assembly variables so that the assembly equation will populate the proper cost and price. While editing the assembly variables, the target cost code and location are...

Carl Lyles 10 months ago in Work Assemblies / Work Items 0 Future consideration

3 VOTE

Cost plus without GMP Contract has Cost Summary Breakdown

The cost plus with GMP has a nice simple breakdown of cost budgets by resource. Hoping same thing could be added to cost plus without GMP

Tim Smith about 1 year ago in Cost Plus Without GMP / Prime Contracts / UI User Interface Enhancements 4 Future consideration

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