All ideas

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Reassign Approver on Workflow

We need the ability to reassign a workflow approver in the middle of a workflow. There are times people are out on vacation or sick and it is holding up our approvals.

Guest 7 months ago in Contracts and Procurement Workflow 2 Future consideration

4 VOTE

Sage Intacct GL Posting Date from SCM Bills

Currently when syncing an invoice to Sage Intacct from SCM, the GL Posting date field is populated with the Invoice Date. This can be an issue if a Client has closed that period already. It would be helpful to add a setting in posting preferences ...

Adam Clark 2 months ago in Prime Invoices / Purchase Orders / Subcontract Invoices / Vendor Bills 3 Future consideration

6 VOTE

Information Shown on PDF of Project Directory

Can email addresses be added to the pdf/"report" of the project directory?

Genevieve E 4 months ago in Log Style Reports / Project Directory 0 Future consideration

26 VOTE

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 over 1 year ago in Drawings 0 Future consideration

2 VOTE

When Adding Bills Should be Able to Link Files Right Away

When creating bills for invoices in order to add the document you have to save and link. You should be able to link or add the PDF document on the first page of adding the Bill... If I am entering more then one invoice for a Job i want to be able ...

Guest about 1 month ago in Linked Files (Projects) / Subcontract Invoices / Vendor Bills 0 Future consideration

2 VOTE

Ability to Add Cost Codes like New Companies

Should be able to add cost codes well adding Bills and/or Misc. Expenses the same way you can add a new company and come back to where you left off. You don't realize you are missing it until you go to add and having to leave the page and start al...

Guest about 1 month ago in Job Cost Codes 2 Future consideration

8 VOTE

Populate PO fields in Intacct form SCM import

It would be great of the PO from SCM going into Intacct would populate fields like the Schedule dates or the Internal Issued by field with the employee who created the project.

Brandon Dahn 5 months ago in Accounting Link for Sage Intacct / Purchase Orders 0 Future consideration

10 VOTE

Import project records

Ability to import project records into SCM to bring in historical projects.

Jo Steiner 6 months ago in Accounting Link for Sage Intacct / New Product Integration / Projects 3 Future consideration

8 VOTE

SCM Test Environment

I wanted to address an important issue we are facing with our current setup. We have successfully linked SCM with multiple systems, all of which have their own test environments. However, SCM itself does not offer a test environment, which renders...

Guest 5 months ago in User Interface 0 Future consideration

3 VOTE

Allow scheduled reports to be emailed

Clients should be able to select a contact/ user and have a report prebuilt/ filtered and then schedule that report to run and then send (via email) to the designated contact. This would help automate their reporting and communication standards.

Patrick Sheppard about 2 months ago in New Email Features & Email Browsing / Reporting / Analytics 0 Future consideration

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