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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 2 months ago in Linked Files (Projects) / Subcontract Invoices / Vendor Bills 0 Future consideration

3 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 2 months ago in Job Cost Codes 2 Future consideration

18 VOTE

Auto generate a "Lead Number"

When creating a lead, it would be nice if the system autogenerated a lead number. It would be great if this were based maybe on a sequential series + date.

Guest 10 months ago in Leads (Active or Intactive) 0 Future consideration

5 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 3 months ago in Prime Invoices / Purchase Orders / Subcontract Invoices / Vendor Bills 3 Future consideration

5 VOTE

Workflow Flexibility for Minor Changes

Currently, if you have sent an item through a workflow, you cannot make any minor changes to that invoice (e.g., correct spelling error in subject, change payment terms, etc.). It would be helpful to allow for these minor changes without having to...

Adam Clark 3 months ago in Contracts and Procurement Workflow 0 Future consideration

9 VOTE

Submittal - Status comments on item

Currently when a respondent can only leave comments for the entire submittal package, it would be more helpful if they could leave the comments at the item level

Jack Speshock 5 months ago in Submittals 0 Future consideration

7 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

4 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 2 months ago in New Email Features & Email Browsing / Reporting / Analytics 0 Future consideration

27 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

4 VOTE

Time Expense & Misc .Expense Log View - add columns for Sub Total and Sale Tax

We track the Sales tax and the total would be nice to see the columns.

Guest 2 months ago in Misc. Expenses / UI User Interface Enhancements 1 Future consideration

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