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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 14 days ago in Accounting Link for Sage Intacct / Document Viewer / Linked Files (Projects) 1 Future consideration

Download an archived job and take it offline - Need Procore Extracts like tool

SCM needs a tool like this. Procore offers a free product called "Procore Extracts" and it allows you to fully export jobs into a very clean file folder structure. Basically, you'd have the job folder and then dozens of folders inside drawings, pi...
Sue Parker 18 days ago in New Product Integration / Projects 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

Export linked files for Bills and Sub Invoice to Accounting package

If someone wants to see a copy of the Bill or SubInvoice in their Financial system they have to add it there causing double handling when its already been added into SageCM. Its a very common feature where most other systems will attach copies of ...
Tim Smith about 1 month ago in Accounting Links / Document Viewer / Linked Files (Projects) 2 Future consideration

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 about 1 year ago in Accounting Link for Sage Intacct / Cost Database / Inventory Query (Considering for Future) 0 Future consideration

Insurance Certs

Would like to make expired Insurance Certs inactive, not deleted or overwritten. This way they no longer show in our Alerts as needing attention because they are expired - but they are retained with the dates that were on the original certs for fu...
Guest 2 months ago in Alerts and Calendars / Companies / Compliance 0 Future consideration

TeamLink Invoice Paid Status added

Currently the Lien Waiver Area on Invoices and Bills uploaded by Teamlink users, auto-populates when Bill/invoice gets added. Each invoice and bill needs an area that paid information gets pulled in when paid (via accounting link).
Guest about 2 months ago in Accounting Links / Lien Waiver / Teamlink Portal (General) 4 Future consideration

To-Do List Reminder Emails

The To-Do List needs to have a notification system. If I have to-do's that are past due or coming due soon, there is no ALERT to tell me that. Adding a drop down in the To-Do creation that says "reminder" with a date would be a major improvement. ...
Chad Shaules 6 months ago in Alerts and Calendars / General To Do  / Notifications / Project To Do / UI User Interface Enhancements 0 Future consideration

Need E-sign contact roles or titles, so we send to the correct person from e-sign screen

We need e-sign contact roles or titles to show in the drop down when selecting a signer, so we can send the document to the correct person from e-sign screen.
Guest 11 months ago in eSign (including DocuSign) 0 Future consideration