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Sync Description from Prime Contract Original Item to Intacct's Project Contract Line Name

I have a couple clients asking for this as the Cost Code/Owner Code name is not the best field to sync to the Contract Line Name in Intacct. Current workaround is to edit the line names in Intacct after sync which is not sustainable if the work is...
Adrianna Johnson 12 months ago in Accounting Link for Sage Intacct 3 Future consideration

Change default templates to custom templates

When selecting the template on a PO, Subcontract, etc., many times this is customized to client specifications. It would be great if there was a way to change the default to these custom templates, so that when user selects the Report, their custo...
Jo Steiner 10 months ago in Detail Report Templates / UI User Interface Navigation 6 Future consideration

Add ability to upload more than 10 photos on mobile

We have superintendents that are using the mobile app and are taking more than 10 photos of the site on most days. Can we increase the limit to allow more photos to be uploaded at a time. It can be annoying for them to have to do 5-6 separate uplo...
Dario Tomic about 1 year ago in Mobile - Android / Mobile - Apple / Photos 0 Future consideration

AccountingLink Posting Preferences Export/Import Function (Backup)

It would be helpful if there were a way to import/export your AccountingLink posting preferences. For implementers, this is especially helpful if you have connected to Intacct implementation environment and are planning on disconnecting and then c...
Adam Clark 3 months ago in Accounting Links 0 Future consideration

Add purchase order field to Prime Contract wizard

Thank you for adding the Owner PO field to the prime contract - very helpful! Can you also add it to the wizard so that we don't have to go back and Edit to add it later?
Audrey Peebles 25 days ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / UI User Interface Enhancements 1 Future consideration

Implementation Instance

An implementation instance of SCM to go with the implementation instance of SIC.
Sue Parker about 2 months ago in Accounting Link for Sage Intacct 0 Needs review

Additional fields for anticipated cost

it would be really helpful if there were a few more field on each line for anticipated cost entry, like vendor name and date anticipated for the cost.
Brandon Dahn 3 months ago in Anticipated Costs / Feature Settings 2 Future consideration

Automatic Lead/Project Numbering

With our previous platform, we had the ability to have a sequenced project numbering for Leads/Projects but in SCM it all needs to be manually typed out. It would be really helpful to have this auto-sequenced somehow. In addition, it would be usef...
Dario Tomic over 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 1 Future consideration

Simplification of Reporting vs Analytics

Are there any plans to simplify Reporting vs Analytics? It is very cumbersome and not very friendly. There currently is not resource available (that I have found) from a training perspective or webinar to build reports. There are features availabl...
Dawn Parents about 1 month ago in Reporting / Analytics 2 Unlikely to Implement

Make budget modification button

Instead of creating a change order to move money around within a budget. Can you create a budget modification much like procore to move the money easier within cost codes.
Guest 7 months ago in CO / Prime Contracts 0 Future consideration