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Mass Loading for Checklists on multi Prime Contracts?

We have several clients with many Prime Contracts under a Project and they use the same checklists for all Primes. If we could have the ability to check off multiple Primes to add checklists to, that would be super helpful.
Guest about 1 year ago in Checklists / UI User Interface Enhancements 0 Future consideration

Sync GOVT ID for vendor to QB

Customer is creating vendors in SCM along with the govt id. when sync with QB the vendor ID is not getting updated in to QB, which causes additonal work for end user. Would like to have the SCM update QB with govt id upon sync.
Blesson Mannil over 1 year ago in Accounting Link for QuickBooks Online 1 Future consideration

Date Filter on Analytics change

When choosing a custom date in analytics could there be an apply button after all settings are chosen. Currently you enter the From date and it goes and thinks about it and then you add the to date and it goes and thinks about it, then you click o...
Gaylene Underwood 7 months ago in BI Summary Dashboards / Detail Financial Analytic Reports 0 Future consideration

Project Directory - search should search all pages

When you are adding an existing company to a project and you search for that company the company should come up. EVEN if there is a 25 page Limit. Also, There shouldn't be a limit or if I choose 1000 it should remain that way ..
Guest 7 months ago in Contact Management 0 Future consideration

AP bills adjustable invoice date

Make a date change available on an AP bill so if a PM hold a bill for a long time before approving, the date can be change when it gets approved. This avoids having to unlock the bill, change the date, and re-initiate.
Sue Kelly about 1 year ago in Alerts and Calendars / Contracts and Procurement Workflow / Subcontract Invoices / Vendor Bills 1 Future consideration

Prime Contracts

Combine Lump Sump and Cost Plus items on the same Prime Contract
Gilbert Sanchez about 1 year ago in Prime Contracts 1 Future consideration

Add Option to Create CO and Create Prime Invoice from Actions when in Prime Contract

It would enhance the UI if when in the Prime Contract to have the ability to navigate to add change order (Add CO) or create prime invoice from the Actions drop down. This would streamline the flow and add a smoother flow and less navigation clicks.
Dawn Parents about 1 year ago in CO / Prime Contracts 0 Future consideration

Add To Dos to Active Projects Calendar

It would be really nice to be able to create new To Dos on the general/multi-project calendar. The calendar/to dos would be much more likely to be utilized and effective.
Kenani Brandon almost 2 years ago in Alerts and Calendars / Project To Do 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 about 1 year ago in Feature Settings / Log Style Reports 2 Future consideration

Provide Sage CM users a settings option to choose where emailed PO replies should go - to a business email address or to the inbound email inbox. This would be applicable for other modules that also send emails direct from Sage.

Currently, when responders to an emailed PO select reply, the email address that auto populates is for the inbound email inbox in Sage. It would be preferred if the email address that auto populated was our business email address. Since the inboun...
Emily Sutton almost 2 years ago in Emailing and Email Templates / Purchase Orders 0 Future consideration