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Ability to Archive old payroll items on individual employees

Ability to Archive old payroll items on individual employees so you don't have to delete them and can keep the old record
Annie Kendrick about 1 year ago in HR, Time, and Expenses 0 Future consideration

Sage CM Mobile - Tap on linked files should open the file instead of having to swipe to the right

In the sage cm mobile app when trying to view linked files you have to swipe the file name to the right and then click on the eyeball in order to view it. It would be much more intuitive to just click on the file name to open the file and save the...
Jack Speshock about 1 year ago in Sage CM Mobile 0 Future consideration

Add project directory to favorites

Project directory is not available to be added as a favorite
Jack Speshock about 1 year ago in Project Directory / User Properties 0 Future consideration

Filter on Clock In out Data for outside geofence.

Add a filter on the clock in out data for entries outside of the geofence. This way we can review instead of going through all of them to check.
Guest about 1 year ago in HR, Time, and Expenses 0 Future consideration

Use Locations for Work Orders and Cost

Currently Locations are only available for use on the client side. It would be beneficial to be able to have the Locations field populate on the cost side such as work orders, subcontracts, reports, etc. The time it would save to pop in a location...
Dawn Parents about 1 year ago in Prime Contracts / Purchase Orders / Subcontracts / Work Orders 0 Future consideration

Add an action of SEND TO ERP

There are MANY times when the "workflow" has been approved, but then we send a subcontract, PO, Bill, Invoice, etc. for eSignature and we get a request for revisions or corrections. If the workflow was already approved, the item automatically send...
Saraya Kingsley 5 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) 0 Future consideration

Rearrange estimate codes

Please implement a feature that allows you to rearrange the estimate cost code by dragging; the method you have now is very inefficient.
Guest 5 months ago in Estimate Cost Codes (WBS) / Estimating Items 0 Future consideration

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 over 1 year ago in Issues 0 Future consideration

prime invoice status bar color change

Change color of status bar once prime invoice has been paid to show percentage paid
Guest 10 months ago in Prime Invoices / UI User Interface Enhancements 0 Future consideration

Journal recipients should not see files uploaded by other recipients

When you create a journal and send it to multiple subcontractors, subs don't see any reference to the other subs on the journal. However, if the sub uploads any files to the journal, those files ARE visible to all other recipients. This is a confi...
Guest over 1 year ago in Journals 0 Future consideration