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Project Analytics Filtering

We need the ability to look at project data over defined spectrums, for instance a PM for a team. This filter capability is vital to have in the project analytics module.
Mike Just 11 months ago in Reporting / Analytics 1 Future consideration

Be able to transfer or journal a single amount from one contract to another, within a project.

Example: all the costs for fencing went into one contract to work out the cost per linear metre, then we wanted to allocate costs across several contracts according to the lengths of fencing on each. Example: we are billing multiple clients for on...
Guest 12 months ago in Prime Contracts 0 Future consideration

Project Name and Number need to be at the top of each and every page, especially when going into the reports. It makes navigating impossible otherwise

With many tabs and reports open, if you look away for a min. you have no idea which project you are even looking at anymore and have to start the process over, or sort through to find your originating tab.
Mike Just 12 months ago in UI User Interface Navigation 0 Future consideration

Date Filter on SCO Reports

Is it possible to add a date filter on the SCO reports, dates are really important which this would be a great add.
Guest 12 months ago in SCO 1 Future consideration

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 about 1 year ago in Linked Files (Projects) / Teamlink Portal (General) / Vendor Bills 2 Future consideration

Allow a PO to start off as a material/equipment request that does not require the superintendent to select a vendor. From there the PM can approve and the purchasing manager can assign vendors to the various line items and create multiple POs off of one request.

It is useful because it creates an actual purchasing system. It is not realistic to believe the person who starts the PO will be the one to select the vendor. Realistically, someone is going to request materials/equipment, it is going to be approv...
Norge Arnaiz Jr about 1 year ago in Mobile - Android / Mobile - Apple / Procurement / Purchase Orders 2 Future consideration

Reports that show linked vendors, customers, employees

Ability to run a report that shows which sage cm companies are linked to sage intacct vendors with sage intacct id. Similar to the linked vendor screen just in an exportable report
Jack Speshock about 1 year ago in Accounting Link for Sage Intacct / Log Style Reports 0 Future consideration

Access all Time Approval Access on employee Card

A employee may need access to all employee or new employees without manually adding each employee. Please see attachment.
Guest about 1 year ago in HR, Time, and Expenses / Time & Expense Workflow / User Security Roles 0 Future consideration

Automatically Link uploaded images to Photos extended to other modules outside Documentation

Currently this only works for the other modules within documentation. Daily Logs, Work Orders and Meetings. What would be great is if this could extend out to the other modules. Where it would be useful just on initial thoughts are things like goo...
Tim Smith about 1 year ago in Linked Files (Projects) / Photos 0 Future consideration

New Getting Started Tab on Home View that includes important links to Settings areas and functions

This could mimic the Getting Started Implementation Guide. See link below. https://help.sagecm.intacct.com/Content/GettingStarted/ResourceCenter_GettingStarted.htm
Norman Wendl about 1 year ago in UI User Interface Enhancements 0 Future consideration