Sage Construction Management Ideas Portal
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digital signing

Integration with PandaDoc for signing subcontracts would be great!
Paul Di Natale 12 months 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 12 months ago in Companies / Compliance 0 Future consideration

Excel import Bill status

Have a similar option to timecard import for import as pending or have a Status column for Approved/Pending in the import file Currently if import a Bill from Excel it imports as Approved unless you have workflow turned on. If you don't have a for...
Tim Smith 12 months ago in Importing Excel Templates 0 Future consideration

Multiple Currencies

Can we have the ability to choose if our vendors and/or clients are US $, CDN $ or otherwise? We deal with all and would like to be able to choose what currency we pay or invoice in!
Guest 12 months ago in Companies / Company Settings 0 Unlikely to Implement

Create a CPR, CO, or SCO from an Correspondence > Issue

Issues have an Financial Impact field that acts as an estimate or sorts. This could easily convert to a CPR, CO, or SCO. This would also provide a continuous connection to supporting correspondence and documentation for the CPR, CO or SCO.
David Holler about 1 year ago in Issues 0 Future consideration

Cost code filter

inquiring about a filtered cost code search for codes that have been specifically tagged to PO's, SCO, etc.. similarly to the way we can filter within a PO's to narrow a search from within that window.
Guest 6 months ago in Job Cost Codes 1 Future consideration

Add Option to Create SCO and Create Sub Invoice from Actions when in Subcontract

It would streamline the UI experience if when in a subcontract you can go to Actions and have the ability to Create SCO or Create Invoice from the dropdown. It would smooth the transition and eliminate unnecessary clicks.
Dawn Parents 6 months ago in UI User Interface Enhancements 0 Future consideration

Additions /Changes to Subcontract Status Types

It would be beneficial to either be able to customize or pick from preselected options that are more descriptive. For example, pending is very vague and doesn't give enough detail as to what is pending. A contract admin should be able to produce a...
Guest 6 months ago in Feature Settings / Log Style Reports 2 Future consideration

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 6 months ago in OCR / UI User Interface Enhancements 0 Future consideration

Setting for Labour role on timesheet only changes billable rate

When add a labour role to a timesheet could there be a setting so this only changes the timecards billable rate and therefore costs will only come from the employess HR settings. When someone can be billed out as different roles doesn't mean their...
Tim Smith 7 months ago in Feature Settings / Labor / Craft Codes / Labor Timecards 0 Future consideration