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Automatic COI Email Alerts

As intacct can now send out automatical compliance emails on COI, this feature will defintiely begin to be a push for many Intacct Clients.
Guest about 19 hours ago in Notifications 0 Needs review

Lead Enhancement

Need ability to add client as a lead column not just the description.
Guest 1 day ago in Leads 0 Needs review

E-Sign Document signature info can only be seen by sender

I am sending out documents for signature and I can see what is open in my account, but the other users cannot see any of the info. Their Home page e-sign tab is empty. We need everyone to be able to track these documents. Not just the admin that s...
Sue Rich 2 days ago in eSign (including DocuSign) 0 Needs review

Automatic deduction for time entry

We would like an option to automatically deduct a set time for breaks. Our current system takes off 30 minutes for lunch. Our sites can have poor cell service and having the employees track the start and stopping time for breaks will lead to many ...
Guest 8 days ago in Labor Timecards 2 Needs review

Limit Delete Permissions to Admin Users Only

Add more detailed user permission settings so that only Admin users can delete items. Regular users should not have the ability to delete drawings, files, or other important data.
Amery Scott 17 days ago in Settings 0 Needs review

Mobile App Add a Contact Management Module in the bottom Navigation Bar

So the user can search for companies or add contacts in the system.
Guest 3 days ago in Sage CM Mobile 0 Needs review

"Estimate Title" Bookmark for Detail Report Templates

We have clients who build out multiple Estimates on Leads and right now they would like to use "Estimate Title" as a bookmark for identifying the estimate used in the Detail Report Template because "Project Title" is the same for all the Estimates.
Guest 3 days ago in Proposals, Reports, Logs, Exports 0 Needs review

Global Mark up Exclude line items

We would like the ability to create a global markup while also having the option to exclude certain line items from the estimate on this mark up during the creation process.
Victoria McCullough 23 days ago in Estimating Items / Markups | Adds | Cuts 2 Future consideration

Add a field to subcontractor contracts to choose if contract is signed or pending

Add either a check mark or a drop down option with each subcontract that defaults to pending/unsigned and once we get a signed contract from the sub change it to signed. Add it as a column option to the sub invoice list so we can quickly scroll an...
Guest 10 days ago in Subcontracts 0 Needs review

Issuing release notes earlier for transparency

It would be nice to have the release notes issued at least a week or so earlier for VAR's and clients. This will create more transparency and ease for the VARs and their clients.
Patrick Sheppard about 1 month ago in Other 3 Already exists