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Cost Code level contacts

Need further breakdown of contacts for leads...by the minor level of cost code. The classification codes allow us to choose from Division and Major level only.

Guest over 1 year ago in Companies / ITB (Invitation to Bid) 0 Future consideration

1 VOTE

Have project size be a bookmark in all detailed report templates OR have a size cost rate

I have some clients that like to display costs in cost per sf, which is possible only in the estimate detailed reports, due to the EstimateSize bookmark being present. Having the bookmark accessible in other reports or having a separate cost/sell ...

Sean Coffman 10 months ago in Detail Report Templates 1 Future consideration

2 VOTE

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 over 1 year ago in Importing Excel Templates 1 Future consideration

1 VOTE

Analytics that include Labor Bill Rates

We mark up our labor. I like to review job cost report with our mark up. The "committed cost overview By resource type" used to let you run the report with labor mark up. It no longer allows that. Can you add back in the option to run reports with...

ron colindres 10 months ago in Detail Financial Analytic Reports 0 Future consideration

1 VOTE

Submittal Importing from excel

Being more clear on what is needed for the import to work properly. Had to go back and forth a dozen times before i figured out what is all needed to be filled out as a baseline. I still can't get it to work because it's not recognizing some fields.

Guest 11 months ago in Importing Excel Templates / Submittals 0 Future consideration

1 VOTE

Intacct Reference Default

It would be great to have a defaulted Reference number option in SCM for Prime invoices coming into Intacct. Currently it populates with "Sage CM Prime Invoice #004". For me it would be great if that pulled the job number and then the billing numb...

Guest 11 months ago in Accounting Link for Sage Intacct / Prime Invoices 0 Future consideration

1 VOTE

Wizard Column View

Hello, It would be really great if due date could be added to the batch wizard columns for bills and sub invoices.

Guest 11 months ago in Accounting Link for Sage Intacct / Subcontract Invoices / UI User Interface Enhancements / Vendor Bills 2 Future consideration

1 VOTE

Manual Data Entry For Reports

When creating a report it is frustrating to see empty fields and having to go back to that specific line item to enter the data then create the report. An example of this is dates for submittals, If there could be an user friendly data entry cater...

Guest 11 months ago in New Product Integration / Submittals 0 Future consideration

1 VOTE

option for subcontractors to attach proof for subinvoice or bil

need an option for subcontractors to attach proof for subinvoice or bills

Blesson Mannil 11 months ago in TeamLink Portal 0 Future consideration

1 VOTE

Enable Analytical Reports to round to the exact penny.

It would be extremely helpful for reports to run to the exact penny. Right now everything rounds to the nearest dollar.

Guest 11 months ago in Detail Financial Analytic Reports 0 Future consideration

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