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Compliance

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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 4 months ago in Companies / Compliance 3 Planned

Add a field to subcontractor contracts to choose if contract is signed or pending

Add either a check mark or a drop down option with each subcontract that defaults to pending/unsigned and once we get a signed contract from the sub change it to signed. Add it as a column option to the sub invoice list so we can quickly scroll an...
Guest 3 months ago in Compliance / Subcontracts 1 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 4 months ago in Compliance / UI User Interface Enhancements 1 Future consideration

Prevent sync to Intacct if Vendor is out of compliance

No description provided
Matthew Carlisle about 2 months ago in Accounting Link for Sage Intacct / Compliance / Contact Management / Vendor Bills 0 Future consideration

Automatic emails/notifications

Many ask for auto notifications of an email. Example email sub that COI expires in 7 days. Auto notification that their bill is due the 25th of the month. Auto email that a document RFI/submittal is past due. Many, many requests for these type of ...
Sue Parker over 1 year ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 Future consideration

Sage Intacct - Compliance Integration

No description provided
Jack Speshock 12 months ago in Accounting Link for Sage Intacct / Companies / Compliance 0 Planned

Prequalification

The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal...
Sue Parker 12 months ago in Companies / Compliance / ITB (Invitation to Bid) 6 Future consideration

Automatic COI Email Alerts

As intacct can now send out automatical compliance emails on COI, this feature will defintiely begin to be a push for many Intacct Clients.
Guest 3 months ago in Alerts and Calendars / Compliance / Notifications 0 Future consideration

Insurance certificates bulk download

Before audits, we need to provide copies of the insurance certificates for a particular period. It would be great to have the ability to run a report and download a PDF version of the insurance certificates that are stored on Sage CM.
Guest 12 months ago in Companies / Compliance 1 Future consideration

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.
Norman Wendl over 1 year ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration