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    Restrict sending of POs, Subcontracts, Prime Invoices, SCOs, etc prior to approval

    With workflow enabled, it is still possible to download and/or send POs, Subcontracts, SCOs, etc prior to approval. Ideally, the ability to download and send these documents would be restricted until approved.
    Carl Lyles over 1 year ago in CO / Contracts and Procurement Workflow / CPR / Prime Contracts / Prime Invoices / Purchase Orders / SCO / Subcontracts 5 Future consideration

    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 over 1 year ago in Leads (Active or Intactive) 0 Future consideration

    Mergefield PrimeInvOriginalItems

    For Original Contract Items Retainage Total
    Matthew Carlisle about 1 year ago in Detail Report Templates 2 Future consideration

    Create project using an upload template

    Creating the project manually is time consuming to our clients. Being able to upload would provide a great solution to a regular request.
    Matthew Carlisle 4 months ago in Projects 0 Needs review

    Bulk Convert Clock-Ins to Labor Timecards

    A way to convert all clock-ins to labor timecards in one UI, rather than having to first select the individual project & project contract
    Shana Leader 10 months ago in Clock-In / Clock-Out / Labor Timecards 0 Future consideration

    Gov./Tax ID sync to QuickBooks Business ID No./Social Security No.

    When a new vendor/subcontractor is created in SCM, it would be nice if we add their Tax ID number in this area to have it sync into QuickBooks > Additional Info > Business ID No./Social Security No. with the rest of the companies information.
    Megan Zwart about 1 month ago in Accounting Link for QuickBooks Online 0 Needs review

    report for transactions that need to be sent into intacct

    A report you can pull that pulls everything in the accounting link that needs to be posted over by project
    Victoria McCullough 2 months ago in Log Style Reports 0 Needs review

    More Submittal Filter options on submittal list

    Would like to see more options to filter by subcontractor, ball in court, or Originator
    Matthew Carlisle 12 months ago in Submittals / UI User Interface Enhancements 1 Future consideration

    Job Set Up-Internal Stakeholders Customizable Roles

    It would be nice if you could customize or modify the roles under "Internal Stakeholders" when initially setting up a job. Current options are "Sales Contact", "Bid Contact", and "PM Contact". For some companies, this would all be the same person,...
    Molly Toledo over 1 year ago in Contracts and Procurement Workflow / Projects (Active and Inactive) 7 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 about 1 year ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontract Invoices 0 Future consideration