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Cell / Mobile Phone Column

Can we have a column in Project Directory for cell phone numbers? Can only see this on the Teamlink side.
Amanda Amason 7 months ago in Contact Management / Project Directory / UI User Interface Enhancements 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 about 1 year ago in Accounting Link for Sage Intacct / Projects (Active and Inactive) 2 Future consideration

Pull contact, PM, address information into intacct

It would be really helpful if we could pull over the following information from SCM into Intacct at the project level when sending a project to intacct from SCM since these areas are normally already filled within SCM: Primary Contact, Ship-To Con...
Victoria McCullough about 2 months ago in Accounting Link for Sage Intacct / Contacts / Projects 0 Future consideration

Ability to add note/reason for abandonment

No description provided
Lucille Dunn 4 months ago in Contracts and Procurement Workflow 1 Future consideration

Add a Change Order to Prior Months Billing

If a change order is dated May but it doesn't go through the workflow until June, we are unable to add it to the sub invoice. It would be helpful to be able to add it to the May sub invoice since that is when the work was completed and need to be ...
Guest 3 months ago in Contracts and Procurement Workflow / Subcontract Invoices 0 Future consideration

The Project Manager on the project should be automatically added to the project team.

The PM assigned to a project is not automatically part of the project team. That is odd. I created a project, made myself the PM, and when other employees wanted to copy me correspondence, they could not, because I wasn’t on the Project Team. The ...
Mark Cadman almost 2 years ago in Contacts / User Security Roles 0 Future consideration

Sage 300 Contract and Billing interface-only interface with JC, eliminate contracts

The linking to the contracts in Sage 300 is very choppy and the Prime Invoice data that posts to one contract line item doesn't provide useful information. There is no need to link to the contract or contract items in S300, if SCM can just link to...
Guest 3 months ago in Accounting Link for Sage 300 CRE / Prime Invoices 1 Future consideration

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 11 months ago in CO / Prime Contracts 0 Future consideration

Export PO lines separately

It would be very helpful if PO and Subcontract lines items would be exported to Intacct just the way they are entered into SCM. Currently any line items that have the same cost code all get lumped into one line. We constantly have multiple lines w...
Brandon Dahn 7 months ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontract Invoices 0 Future consideration

Audit Log Enhancement

It would be great if we could run a report that shows the audit log of changes or additions to records in the system. Currently, we have to drill down into the record to view who added it/changed it. I'd like the capability to run a report with al...
Jo Steiner about 1 year ago in Reporting / Analytics 1 Future consideration