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Analytics that include Labor Bill Rates

We mark up our labor. I like to review job cost report with our mark up. The "committed cost overview By resource type" used to let you run the report with labor mark up. It no longer allows that. Can you add back in the option to run reports with...
ron colindres over 1 year ago in Detail Financial Analytic Reports 0 Future consideration

Submittal Importing from excel

Being more clear on what is needed for the import to work properly. Had to go back and forth a dozen times before i figured out what is all needed to be filled out as a baseline. I still can't get it to work because it's not recognizing some fields.
Guest over 1 year ago in Importing Excel Templates / Submittals 0 Future consideration

Intacct Reference Default

It would be great to have a defaulted Reference number option in SCM for Prime invoices coming into Intacct. Currently it populates with "Sage CM Prime Invoice #004". For me it would be great if that pulled the job number and then the billing numb...
Guest over 1 year ago in Accounting Link for Sage Intacct / Prime Invoices 0 Future consideration

Wizard Column View

Hello, It would be really great if due date could be added to the batch wizard columns for bills and sub invoices.
Guest over 1 year ago in Accounting Link for Sage Intacct / Subcontract Invoices / UI User Interface Enhancements / Vendor Bills 2 Future consideration

Manual Data Entry For Reports

When creating a report it is frustrating to see empty fields and having to go back to that specific line item to enter the data then create the report. An example of this is dates for submittals, If there could be an user friendly data entry cater...
Guest over 1 year ago in New Product Integration / Submittals 0 Future consideration

Notifications pending Bills and Sub Invoices

Send a email push notification to Project Managers/Approvers that there are pending bills and subinvoices that need to be approved.
Guest over 1 year ago in New Email Features & Email Browsing / Notifications / Workflow 1 Already exists

option for subcontractors to attach proof for subinvoice or bil

need an option for subcontractors to attach proof for subinvoice or bills
Blesson Mannil over 1 year ago in TeamLink Portal 0 Future consideration

Enable Analytical Reports to round to the exact penny.

It would be extremely helpful for reports to run to the exact penny. Right now everything rounds to the nearest dollar.
Guest over 1 year ago in Detail Financial Analytic Reports 0 Future consideration

Have Cost Plus Prime Invoice Populate Sub Invoice at the Less Retainage Amount

Can we add an option for Cost Plus Prime Invoices to populate Sub Invoices at Net Totals (less retainage being held on them)? I have Clients who do not hold Retainage on Prime Invoices for the Clients, but they are holding retainage on Sub Invoice...
Guest over 1 year ago in Prime Invoices 2 Already exists

Project Analytics Filtering

We need the ability to look at project data over defined spectrums, for instance a PM for a team. This filter capability is vital to have in the project analytics module.
Mike Just over 1 year ago in Reporting / Analytics 1 Future consideration