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G702 & G703 Creation/ Custom Report Template

We use the G702 & G703. It would be nice to be able to create that in Sage CM for a specific prime invoice time period, not necessarily per prime invoice. Or be able in the custom report builder to have the G702 & G703 as a template to be ...
Trina Lapena over 1 year ago in Detail Report Templates / Prime Invoices 3 Already exists

Access PO's and Bills from Vendor/Company Profile

DISREGARD - I found out how to get there. From an overall perspective, it would be helpful when you're in a vendor's "Company Profile" to be able to see PO's and/or Bills that might apply to that vendor across all projects. Seems like it would be ...
Beverly McKay over 1 year ago in Contact Management 1 Already exists

Create a Bookmark for CPR Due Date

There is an area in the CPR module that you can enter the Proposal Completion Due Date. We need this to appear on the CPR report we send to our Owners. Please make a bookmark that would allow us to add this to our custom reports so Owners know whe...
Kenani Brandon over 1 year ago in CPR / Templates & Reports 0 Already exists

Add a Dropdown List for Location Dimension in Daily Reports

Currently the location needs to be manually typed in under the activity type: location. It would be helpful to have a pre-determined list of locations.
Guest 9 months ago in Daily Log (Daily Report) / Feature Settings - New Dimensions Considered 2 Future consideration

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 9 months ago in Detail Report Templates 1 Future consideration

labor hours report

Perhaps you can make it a standard report. I’m sure that it will be useful to all of your users that don’t have ADP or Sage (with the ability to export to those platforms). This report shoudl cum the PTO, Regular, Overtime etc hours by employee. s...
Guest over 1 year ago in Labor Timecards / Log Style Reports / New Product Integration 0 Future consideration

Do not allow TBD cost code to export to QBD

During the export process through Sage/QB link, do not export TBD cost code and show as an error to prevent incorrect cost coding.
Debbie Idzik over 1 year ago in Accounting Link for QuickBooks Desktop 0 Future consideration

digital signing

Integration with PandaDoc for signing subcontracts would be great!
Paul Di Natale over 1 year ago in eSign (including DocuSign) / New Product Integration 0 Future consideration

Add Additional Insurance Data Entry Options for Vendors

When adding insurance information for a vendor, there is only one amount field in there. It would be good to be able to fill out the limits within fields on that screen as well. Using the ACORD COI template, for example, General Liability Insuranc...
Dario Tomic over 1 year ago in Companies / Compliance 0 Future consideration

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