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CPR DUE DATE

Can we add a a CPR Response due date field. It Is really hard to get respondents to respond when there isn't a date required by.
Tamera Reckks 26 days ago in CPR 0 Needs review

Attachment Preview

We are moving our AP approval process from Paperless to SCM. Our PMs have expressed the one feature they miss is being able to see the invoice image pop up automatically when approving invoices. If there were some type of attachment preview they c...
Rachel Betts 7 months ago in OCR / UI User Interface Enhancements / Vendor Bills 0 Future consideration

Global Mark up Exclude line items

We would like the ability to create a global markup while also having the option to exclude certain line items from the estimate on this mark up during the creation process.
Victoria McCullough 10 months ago in Estimating Items / Markups | Adds | Cuts 2 Future consideration

Allow Linked Files to be added as attachments to emails

Instead of clients having to add files that were already uploaded into the system as attachments to the email manually, can there be a check box functionality that allows the system to add already linked files as attachments to emails at the discr...
Guest 7 months ago in New Email Features & Email Browsing / UI User Interface Enhancements 1 Future consideration

MWBE and SDVOB

Please put Checkbox fields on main info page for Companies to identify MBE, WBE or SDVOB- as almost all public work requires %s of each of these to be hired.
Guest 11 months ago in Companies / Compliance 3 Planned

Report that shows Unbillable Items on the project

It would be great if there was a simple report to run that shows a projects bills and if they were billable or unbillable to the client.
Guest 27 days ago in Reporting / Analytics 0 Needs review

Create Prime Invoice by Owner Code

It would be very helpful to be able to create a prime invoice by owner code instead of cost code. Sometimes there are several items within one owner code and it would be very helpful to see them all grouped together when creating the prime invoice...
Guest 11 months ago in Prime Invoices 4 Already exists

Add reports and analytics to the favorites

Add reports and analytics to the favorites
Matthew Carlisle 6 months ago in Detail Financial Analytic Reports / Favorites / Lead Analytics & Reports 0 Future consideration

Update Project Ship To address from Job Address in SCM

Currently, the Job Address does not sync over into Intacct. If there was a way to have the Ship To address updated on the Project record in Intacct, that solves a lot of manually work arounds.
Jo Steiner over 1 year ago in Accounting Link for Sage Intacct / Projects (Active and Inactive) 2 Future consideration

Drawings-Overlay for revisions

When a revision is uploaded the revision overlays the last revision. This way you can see what was changed
anthony henderson about 2 years ago in Drawings 0 Planned