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Projects - Prime Invoice Screen add fields

Add a columns to show if the invoice has been paid, how much and what date.
Bruce Dutnall about 1 year ago in Prime Invoices / UI User Interface Enhancements 1 Future consideration

Access ITB subcontractor lists for archived leads

When you archive a lead, the subcontractor list for it is no longer accessible when setting up a new lead & ITB. We bid many similar projects for different chains of companies. We are not awarded every project, but we want to be able to repeat...
Marc Macialek 7 months ago in ITB (Invitation to Bid) 1 Future consideration

Printing reports for multiple projects in a single job format.

Hello! Can you guys add a feature for multi-project reporting that prints each job by open/closed and project field instead of automatically rolling them all together? It would save time from having our admin staff print the individual job reco...
Guest almost 2 years ago in Detail Financial Analytic Reports / Feature Settings / Log Style Reports 0 Future consideration

Remove "CLOSE' Pop Up Window From All Applications

Remove the "close" pop up window from all applications as it doesn't provide any benefit. It only gives you the option to close the window and not do anything else. It serves not purpose, is not consistent across applications, is time consuming, a...
Isaura Clark almost 2 years ago in UI User Interface Navigation 1 Future consideration

Ability to hide colums like materials, labor, sub, and create user fields

I would like you all to consider having the ability to hide colums on budgeting and estimating and the ability to create user defined ones.
Guest 7 months ago in Estimating Items / UI User Interface Enhancements 0 Future consideration

be able to import the estimate item comments- (RFP package Comments )into the RFP being

currently the RFP scope can only be imported from a generic template, or written manually in the RFP module. it would be better to clarify the particular items scope while in the estimating phase
Randy Warm about 1 year ago in Estimating, RFP, Proposals (Pre-Construction) 3 Already exists

Memo options on checks

It would be helpful to have the following as an option in the memo line that prints on checks "Project Number, Client, City and State" (no Subject Line)
Sue Kelly 7 months ago in Accounting Link for Sage Intacct / Procurement 2 Future consideration

allow correspondece to attach link w/o extra step

currently in order to link a journal, RFI or submittal record it would first have to be saved as a PDF/DOC linked file. If that record was auto saved as a linkable file it could remove this extra step
Guest almost 2 years ago in Journals / Linked Files (Projects) / RFI / Submittals 0 Future consideration

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 almost 2 years 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 almost 2 years ago in Sage CM Mobile 0 Future consideration