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add Reimbursable expense items from Sage CMS to Sage 50 Canada

all the other accounting links allow Reimbursable Expenses to go from Sage CMS to QBO and XERO, just not Sage 50 Canada
Ian Broadfoot about 1 year ago in Accounting Link for Sage 50 0 Future consideration

Haul Tickets in the Daily Log

it would be nice to track haul tickets in the Daily Log by Vendor and those that self perform. Sage CMS would then be ideal for the small civil contractor. There is not any other product in the smaller sphere that offers this functionality and it ...
Ian Broadfoot about 1 year ago in Daily Log (Daily Report) / Purchase Orders 3 Future consideration

Sage CMS timecards to Sage 50 Canada

currently Sage CM timecards do not integrated with Sage 50 Canada
Ian Broadfoot about 1 year ago in Accounting Link for Sage 50 0 Future consideration

Default Email Signature - Individual's Business Phone, not Main Company Record Phone #

Currently, the default email template populates the Business Phone number field from the generic phone number listed in the company record, rather than from the Business Phone number field listed under the individual's record, in each signature li...
Jessica Whyde about 1 year ago in Companies / Contacts / Email Templates (includes custom template) 5 Future consideration

Popup reminder to save work

In Sage 100 Contractor, when you try to leave a function, you get a popup reminder asking if you want to save your work before you exit. As a new user of Sage CM, I find that I'm losing my work (usually in estimating) because I need to hop over to...
Beverly McKay about 1 year ago in Other 0 Future consideration

G702 & G703 Creation/ Custom Report Template

We use the G702 & G703. It would be nice to be able to create that in Sage CM for a specific prime invoice time period, not necessarily per prime invoice. Or be able in the custom report builder to have the G702 & G703 as a template to be ...
Trina Lapena about 1 year ago in Detail Report Templates / Prime Invoices 3 Already exists

Access PO's and Bills from Vendor/Company Profile

DISREGARD - I found out how to get there. From an overall perspective, it would be helpful when you're in a vendor's "Company Profile" to be able to see PO's and/or Bills that might apply to that vendor across all projects. Seems like it would be ...
Beverly McKay about 1 year ago in Contact Management 1 Already exists

Create a Bookmark for CPR Due Date

There is an area in the CPR module that you can enter the Proposal Completion Due Date. We need this to appear on the CPR report we send to our Owners. Please make a bookmark that would allow us to add this to our custom reports so Owners know whe...
Kenani Brandon about 1 year ago in CPR / Templates & Reports 0 Already exists

Allow teamlink vendors to upload files after submitting the bills

Currently when our teamlink vendors upload sub invoices/Bills the only time you can upload an invoice file is while they make it. If they forget, then they have to send it ti us to manually upload on their behalf. This is not ideal, so we would gr...
Guest 7 months ago in Linked Files (Projects) / Teamlink Portal (General) / Vendor Bills 2 Future consideration

Display warning if pdf attachment is larger than 20 mb

When users are emailing a daily log using the Default with linked files and images template, if the size of the pdf is over 20 MB the pdf is not attached to the email. It would be nice to get a warning saying the size is too big
Jack Speshock 7 months ago in Daily Log (Daily Report) 1 Already exists