• Votes

    1

    Ability to change the date prior to posting budget changes and Prime ...

    Currently the date the import is completed is how Sage recognizes and stamps the Budget or Prime Contract being imported. The ability to change this date to the date of ...
  • Votes

    3

    Schedule of Values input

    To be able to insert a line when typing in a new Schedule of Values in Contracts or Job Central. The system won't let you go back up and insert a line if you ...
  • Votes

    1

    Customize Job set-up with optional dropdown menu for jobs with more ...

    It would be useful to have the option to track jobs within a job. For example, let's say job # 30-0001 is set up in the system. This job has 3 different ...
  • Votes

    1

    Project Management, Change Request find window, need a way to sort the ...

    Would make finding/editing change requests quicker. Example: Have to look up in inquiry pending change requests to find the numbers of the pending changes, then go into ...
  • Votes

    1

    Pretax Amount- Commitments

    When track taxes is turned on in AP, a new field shows up in the Commitment screen called "PreTax Amt". This field is not stored anywhere so I can not use document ...
  • Votes

    1

    Contract Billing Items: change contract status back to approve ...

    When you close the Contract in Contracts, it closes all subsequent contract billing items. However, if you re-approve the Contract, it does NOT re-approve all subsequent ...
  • Votes

    2

    Default Mark-up/ Add-on Lines Applicable for Change Quotes

    Currently users have to set-up mark-ups / add-ons for each job, there is no option to apply a standard markup of burden rate for every job. It would be nice to have the ...
  • Votes

    2

    Vendor Name not available as a column Item

    In Subcontract Compliance module you can select compliance status for Job and Vendor combinations. If you select just the job it will populate all the vendors input ...
  • Votes

    3

    In PJ we need to be able to edit the contract item. You can edit ...

    When entering change orders in PJ, if you made a mistake on the contract item # you cannot go back and edit it. You have to retype everything. This is a real pain and ...
  • Votes

    3

    Make AR Customer on Job setup a required field

    Make the AR Customer field on the JC Job Setup/Billing Info field a required field. This field can be used by 3rd party partners to import or export information from the ...
  • Votes

    2

    Import in PJ

    Ability to import entries into PJ change request. We currently have to manually enter each item in Change Request. It would be nice to have the tool to import entries ...
  • Votes

    5

    In Job Setup on the General tab, increase the size of the email ...

    Email address fields need to be larger than 30 characters. Please increase these fileds hold 60 characters.
  • Votes

    3

    Job Cost should not list Inactive Customers when setting up new jobs

    Jobs are being setup with duplicate/similarly named inactive customers. I would like them hidden. There should at least be a setting somewhere to hide the inactive ones
  • Votes

    7

    Sage Estimating SQL should create a estimate file for PJ Change ...

    Sage Estimating SQL v16.11 does not create a .pee file. The .pee file is needed for a PJ Change Request when you want to import an estimate that is already created. The ...
  • Votes

    2

    How about simplifying the process of cutting joint checks so you don't ...

    Also, linking the joint payees and amounts against the filed preliminary notices would be awesome! Don't ya think?
  • Votes

    2

    Ability to stop people from entering commitments over the estimate ...

    The ability to stop people from creating a Commitment for more than the Total Estimate. Make them get a change request approved first would make sense. Not sure why there ...
  • Votes

    4

    Invoice Register report with ALL invoices with check numbers that can ...

    Combine the invoices by job, paid invoice report and the paid invoice register to have 1 report that shows all invoices, if they have been paid or not, if they are owed ...
  • Votes

    1

    If a commitment has not been approved, please let us renumber the ...

    Sometimes after a commitment has been created, we realize there was a mistake in the commitment number. If the commitment has not yet been approved, please let us ...
  • Votes

    1

    Document Designer Add's

    1st let me say that whoever came up with document designer is a genius! We love it and once I played around in it a bit, I found it very user friendly and is a major ...
  • Votes

    3

    In Project Management, when entering Change Requests, after I enter a ...

    If I've entered 10 lines and realize I have the incorrect Contract Item on each of the lines, I am unable to just change the contract item on each line. I have to delete ...