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Revenue Forecasting

Clients have expressed wanting better revenue forecasting within SCM. They would like to see the expected revenue for future months, pull in the expected revenue from active projects and the expected revenue from active leads based on the estimate...
Michelle Moffatt 1 day ago in Reporting / Analytics 0 Needs review

Create ability to select Phase for commitments sent to Sage 100/300

I have clients who use the phase function in 100 (and I heard this is similar in 300) to track their costs more narrowly and they indicate that not being able to track costs like this is a potential deal breaker. I could see globally-created categ...
Sean Coffman 1 day ago in Accounting Link for Sage 100 Contractor 0 Needs review

Submittal Follow Up

Sage removed the Create Follow Up Submittal button in submittal details. They also removed the link attached files button on follow up submittals. Submittals had more functionality with these features and should be brought back.
Guest about 3 hours ago in Submittals 0 Needs review

Autofill In Contact Management

The Teamlink Information User Name autofills to the name of the person that puts in the contact into Sage. It should either remain blank or put the the name or email of the contact (not the person entering the contact into Sage). I do not want to ...
Guest about 3 hours ago in Contacts 0 Needs review

labor time cards with no billable information

Could you please bring back the “Labor Timecards Grouped by Prime Contract, Job Cost Code, and Employee” report — the version that does not include employees’ billable information? I used this report frequently, and it was very helpful for trackin...
Guest 1 day ago in Labor Timecards 0 Needs review

Submittal item status date update automatically

If the status date for the item could be updated to the current date when the status is changed would be ideal for an audit trail.
Guest 1 day ago in Submittals 0 Needs review

Make the calendars able to be synced to something like google calendars

Implement functionality that allows Sage calendars (Bids due and Projects) to sync with external calendar platforms, such as Google Calendar, Outlook, or Apple Calendar.
Guest 1 day ago in Scheduling 0 Needs review

Add a Change Order to Prior Months Billing

If a change order is dated May but it doesn't go through the workflow until June, we are unable to add it to the sub invoice. It would be helpful to be able to add it to the May sub invoice since that is when the work was completed and need to be ...
Guest 5 days ago in Subcontract Invoices 0 Needs review

Photo Albums Added without needing to Attach Photos

This would allow PMs to build albums ahead of field work so field employee could upload to albums already prepopulated.
Guest 5 days ago in Photos 0 Needs review

Procurement Push Notifications for other users

We manage the accounting system (QBO) and AP processor for our client. When bills and sub invoices are added to SCM, we review and sync over to the accounting system and AP processor so that the bills can be paid. Since the client manages the proj...
Guest 4 days ago in Notifications 0 Needs review