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auto retainage bill entry

when entering a "regular" ap bill, it would be great if there was a box to check or something to have the system automatically enter a retainage bill instead of having to manually enter that.
Sue Kelly 2 days ago in Retention Retainage Holdback / Subcontract Invoices / Vendor Bills 0 Future consideration

Attachments - Default action 'View'

Can the default action when clicking linked files be 'view' instead of opening a properties page? The properties page can be moved to the 3-dot menu. The screenshot is from a bill, but this is equally applicable to other attachments/documents.
John Drinkwater 4 days ago in Document Viewer / Procurement / UI User Interface Enhancements 1 Future consideration

Attachments to transfer to Intacct

Please add integration for any attachments that are uploaded in SCM to download into Intacct. Having to upload them twice is redundant and causes a lot of extra work that can be automatized. Sage has other products that do this already like FYLE t...
Irina Sirotkina about 1 month ago in Accounting Link for Sage Intacct / Document Viewer / Linked Files (Projects) 1 Future consideration

When importing a multipage drawing without bursting, include page breaks between the pages.

We want to use the arrow buttons to move from page to page within one drawing file.
Guest 15 days ago in Document Viewer / Drawings / Drawings, Specifications & ITBs 0 Future consideration

Add reports and analytics to the favorites

Add reports and analytics to the favorites
Matthew Carlisle about 1 month ago in Detail Financial Analytic Reports / Favorites / Lead Analytics & Reports 0 Future consideration

Ticket Escalation/Weekend Support

Support outside standard business hours. As a 24/7/365 operation, this presents a significant risk. When issues arise over the weekend, we are unable to take corrective action until Monday at 9:00 AM EST, due to support hours being based in Pacifi...
Guest 16 days ago in Other 0 Future consideration

Adding Outlook calendar invites to the Meeting Invitation

When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.
Guest about 1 year ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

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 6 months ago in Other 3 Already exists

WORKFLOW EMAIL ALERT TO INITIATE

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...
Guest about 1 year ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

Link Cost Database to Sage Intacct Inventory Items

Link Cost Database to Sage Intacct Inventory Items so that items and Pricing updates maintained in Sage Intacct can be updated in SCM for estimating purposes.
Deborah Lastro over 1 year ago in Accounting Link for Sage Intacct / Cost Database / Inventory Query (Considering for Future) 0 Future consideration