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Populate PO fields in Intacct form SCM import

It would be great of the PO from SCM going into Intacct would populate fields like the Schedule dates or the Internal Issued by field with the employee who created the project.
Brandon Dahn 5 months ago in Accounting Link for Sage Intacct / Purchase Orders 0 Future consideration

Allow for filtering by "Sales Contact", "PM Contact" and other lead/project fields in setting a users access to active leads & projects.

The system currently only allows for filtering by classification when setting which active leads and projects that a user will have access to in the company settings. Ideally, native system fields like "sales contact", "PM contact" etc. would be a...
Carl Lyles 8 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 Future consideration

Import project records

Ability to import project records into SCM to bring in historical projects.
Jo Steiner 7 months ago in Accounting Link for Sage Intacct / New Product Integration / Projects 3 Future consideration

Combine or Merge Vendors/Subcontracto

Sometimes different users, not realizing a vendor/subcontractor/name is already in Contact Management creates another vendor/subcontractor even though they are the same vendor. Having a merge or combine function would help reduce duplicates and ot...
Trina Lapena about 1 year ago in Companies 0 Future consideration

Add Companies to Project from Company Profile Page

You should be able to select a company in the contact management page and manage the projects they are on. To have to go through each individual project they are on and add them to each one is tedious and inefficient.
Guest 21 days ago in Companies / Contacts / Project Directory / UI User Interface Enhancements 0 Future consideration

SCM Test Environment

I wanted to address an important issue we are facing with our current setup. We have successfully linked SCM with multiple systems, all of which have their own test environments. However, SCM itself does not offer a test environment, which renders...
Guest 5 months ago in User Interface 0 Future consideration

Drop Downs Need Parameters

When entering a sub invoice after selecting the subcontractor the menu does not limit the available job cost codes to the one that are only for that vendor. It has all available. This causes major accuracy issues when all job cost codes even outsi...
Guest 6 months ago in Job Cost Codes / Subcontract Invoices / UI User Interface Enhancements 0 Future consideration

Color option in PO's

It would help our estimators immensely as we have upwards of 40+ jobs going simultaneously and a color option is an easy identifier for us.
Guest 22 days ago in Purchase Orders / UI User Interface Enhancements 2 Future consideration

PO numbering

PO Numbering Never Works in Sequence. Should always work even if there is a slight change to one of the numbers
Guest 22 days ago in Feature Settings / Purchase Orders 0 Future consideration

DocuSign Alternative

Customers are often asking for a different electronic signature option than DocuSign such as Adobe Sign.
Sue Parker 22 days ago in eSign (including DocuSign) 0 Future consideration