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
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.
Be able to transfer or journal a single amount from one contract to another, within a project.
Example: all the costs for fencing went into one contract to work out the cost per linear metre, then we wanted to allocate costs across several contracts according to the lengths of fencing on each. Example: we are billing multiple clients for on...
Guest
over 1 year ago
in Prime Contracts
0
Future consideration
Line out Subcontract Change orders beneath the Subcontract in reports.
It would be very beneficial to have any subcontract change orders visible with in the subcontract. Specifically in the Reports Module, and report "Subcontract items grouped by Prime, Status and Cost Code. then you are able to see the entire picture.
Project Name and Number need to be at the top of each and every page, especially when going into the reports. It makes navigating impossible otherwise
With many tabs and reports open, if you look away for a min. you have no idea which project you are even looking at anymore and have to start the process over, or sort through to find your originating tab.
Allow teamlink vendors to upload files after submitting the bills
Currently when our teamlink vendors upload sub invoices/Bills the only time you can upload an invoice file is while they make it. If they forget, then they have to send it ti us to manually upload on their behalf. This is not ideal, so we would gr...
Display warning if pdf attachment is larger than 20 mb
When users are emailing a daily log using the Default with linked files and images template, if the size of the pdf is over 20 MB the pdf is not attached to the email. It would be nice to get a warning saying the size is too big
Reports that show linked vendors, customers, employees
Ability to run a report that shows which sage cm companies are linked to sage intacct vendors with sage intacct id. Similar to the linked vendor screen just in an exportable report