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Job Cost Code shown in its intended hierarchical structure

Cost codes are built out in Intacct in a parent child relationship (division/major). However when you go to add to the Job you have to add one by one in order to recreate the hierarchy. Being able to resort/add in sequence would really make this p...
Matthew Carlisle 4 days ago in Job Cost Codes 0 Needs review

Option to hide internal contacts on drop downs

When selecting Suppliers and Subcontractors on drop downs it would be nice to hide internal contacts from the list. Example ITB and RFPs.
Matthew Carlisle 7 days ago in Contact Management 0 Needs review

MWBE and SDVOB

Please put Checkbox fields on main info page for Companies to identify MBE, WBE or SDVOB- as almost all public work requires %s of each of these to be hired.
Guest 8 days ago in Companies 1 Needs review

Create Prime Invoice by Owner Code

It would be very helpful to be able to create a prime invoice by owner code instead of cost code. Sometimes there are several items within one owner code and it would be very helpful to see them all grouped together when creating the prime invoice...
Guest 11 days ago in Prime Invoices 2 Already exists

Create Prime Invoice by Item

When syncing to Intacct, clients would prefer to have their contract lines (SOVs) displayed by the item name rather than grouped by cost code.
Matthew Carlisle 7 days ago in Prime Contracts 0 Needs review

Update submittals in bulk in the UI

I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...
Matthew Carlisle 22 days ago in Submittals / UI User Interface Enhancements 0 Future consideration

Initiate Workflow for large amounts of items

It would be nice for the team to be able to initiate the workflow for multiple objects if they are loading a large amount of those transactions at any given moment. For example, we have a client that uploads hundreds of bills per month and has to ...
Patrick Sheppard 13 days ago in UI User Interface Enhancements / Workflow 0 Future consideration

Change Insurance Alerts to RED

It would be easier to see that insurance is out of compliance if it was red and in contrast to the rest of the system view.
Tamera Reckks 8 days ago in UI User Interface Enhancements 0 Needs review

Add a Rating tag for companies in Contact Management

Add a field that would allow users to rate vendors. For the sake of the current Contact Management setup, the ratings would be: 1 2 3 4 5 N/A [N/A for companies who are only clients]
Audrey Peebles 5 days ago in Contact Management 0 Needs review

Implementation Instance

An implementation instance of SCM to go with the implementation instance of SIC.
Sue Parker 5 days ago in Accounting Link for Sage Intacct 0 Needs review