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Purchase Orders
Create purchase orders from your phone, tablet, or desktop and create powerful, collaborative workflows for coding. Once coded, send seamlessly to Intacct purchasing transactions eliminating
Explore our ever-growing library of Sage Intacct workflow widgets that you can customize, use as-is or simply build your workflow from scratch. No-code required.
Create purchase orders from your phone, tablet, or desktop and create powerful, collaborative workflows for coding. Once coded, send seamlessly to Intacct purchasing transactions eliminating
Subcontracts are a great way to get your subcontractors participating in your business portal. Who doesn’t want to get paid? Creating a simple payment request
The customer setup widget allows companies to set up automated customer setup. Companies can also set up onboarding checklist workflows to update Intacct automatically.
Contract change orders allow customers to create contracts on-demand from templates and clauses approved by executive leadership. Then the change order is sent via the
The job change order is similar to the change request, this is a more formal document that introduces portal collaboration with signature acknowledgment by both
Changes happen on job sites and many companies are left sending texts, making phone calls, and giving verbal notices to proceed without proper documentation and
Job estimates widget allows field and manages to create estimates or quotes including labor, materials, equipment, and subcontracts from a single form. This form can
Job setup with resources allows end-users to create or pull from an estimate to create a job from a mobile, tablet, or desktop. Extending this
Measuring cost to complete requires mobile field visibility and collaboration with the back office. The cost to complete workflow widget allows for the seamless submission