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Prime Invoices

Report showing overall prime contract value, prime invoices to date, paid to date and balance to bill

We need a report for single project and multiple projects report that shows the total contract value, the prime invoices to date, the amount paid to date and the balance to bill.
Guest 14 days ago in Log Style Reports / Prime Contracts / Prime Invoices Already exists

Purchase order on Prime invoice

Add a purchase order number field to the prime invoice. We have many clients requesting their purchase order number on the invoice
Gaylene Underwood about 1 month ago in Prime Invoices Future consideration

Prime Invoices & Sub Invoices - Ability to Assign Retainage % to specific job cost codes

Currently, when creating a prime invoice, it assumes a specific retainage for each line item. We have items, like General Conditions, Contractor fee, Arizona TPT tax, where retainage is NOT held. This prevents us from using the Prime invoice featu...
Trina Lapena over 2 years ago in Prime Invoices / Subcontract Invoices Planned

Format Prime Invoice to AIA G702 format entry to allow for Period To Date

Add entry of the period to date as is standard on the AIA G702 Document
Joey Gross 3 months ago in Prime Invoices Needs review

Prime Invoice Grouped by Owner Code

For both Cost plus contract types types could another option be added for grouping Cost plus Prime Invoices by Owner Code After the planned Feb2025 update it would be the only summing/grouping type that wouldn't have both options. Merge table/fiel...
Tim Smith over 1 year ago in Cost Plus With GMP / Cost Plus Without GMP / Prime Invoices Future consideration

'Prime Contract Invoice Wizard' - view by Owner Code

It would be great to have the feature within the 'prime contract invoice wizard' to be able to fill out the 'Current Work' or 'Current Stored' or 'Complete' percentage by Owner Code, Currently on the "add prime contract original items and COs" you...
Joe Corcoran about 1 year ago in Prime Invoices Future consideration

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 over 1 year ago in Prime Invoices Already exists

Sync down the SCM SOV by line item to SIC

Posting the SCM, SOV down to Sage Intacct's project contract lines using the line items, and not grouping by cost/ owner/ division/ major codes, would benefit the client in the following ways. Client will be able to apply CO to the SOV task with...
Patrick Sheppard 12 months ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices Future consideration

Restrict sending of POs, Subcontracts, Prime Invoices, SCOs, etc prior to approval

With workflow enabled, it is still possible to download and/or send POs, Subcontracts, SCOs, etc prior to approval. Ideally, the ability to download and send these documents would be restricted until approved.
Carl Lyles almost 2 years ago in CO / Contracts and Procurement Workflow / CPR / Prime Contracts / Prime Invoices / Purchase Orders / SCO / Subcontracts Future consideration

Emailing pay applications

Emailing pay applications needs to have a section where we decide who that pay application will be sent to. Currently it always has to go to the owner with the way projects are created. Most of the time it will never be sent by us the contractor t...
Guest 3 months ago in Prime Invoices Needs review