The expense report widget allows for mobile and web submission...
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.
Phones, tablets, and computers keep your employees productive. When their devices break, use the portal to gather IT requests for service that can get them
Work orders from the field can allow your field technicians to invoice customers on-site. The field invoicing feature doubles as a field quote, but also
The accounts payable bill history packet gives a full process history of an accounts payable bill which includes the initial purchase request, receiving a ticket,
Time collection can be embedded as part of a work order for equipment, small projects, and service requests from the portal. Individual or crew time
Allow field and back-office staff to clock in and clock out from their phone, tablet, or desktop computer which then routes to managers for approval.
Create a custom individual timecard that can be part of a daily report, work ticket, or stand-alone timecard for individuals. These timecards can be submitted
Crew timesheets can be managed by operation managers. The crew timesheets can also be generated directly from the field for the crew on a job
Similar to the see something say something form, this form is isolated purely to safety observations. With this distinction, it shortens the form without having
Many field services companies have language challenges with Spanish-speaking labor. This JSA is modified with the addition of the Spanish translation to aid the field
The job safety analysis widget is always an important piece to your safety process. Use the powerful form designer to create your JSA or modify
The expense report widget allows for mobile and web submission of GL and job coding reimbursable expenses. These expenses can be sent through a workflow
Do you have training videos that you want your employees to review and answer questions? Maybe even sign an acknowledgment that they have reviewed the
Documenting field events and activity is a great way to create confirmations of safety protocols being followed. In the field note with the GPS widget,