Reports

Currently the Compiled Documents report nicely compiles all sub waivers, but misses all lower tier waivers from that same billing period. This causes the additional step of having to go in and out of each vendor file to find the lower tier waivers...

Customer would like a report that displays what subcontractors across all projects do and/or do not have lower tiers reported.

There is currently no way to review the invitation status of our Subcontractors without drilling into each and every project. This makes it difficult to see which Subcontractors have not yet been invited and which have not yet completed acceptance...

There is currently no way to review which team members/users are assigned to individual projects without drilling into each and every project. In addition, there is no way to see what projects a specific team member is assigned to. Both would be v...

Can more filters be added to the invoice compiler (ie pending pay apps waiting for approval)? Some of our PMs send a pencil copy to our owner with pending sub pay apps before being approved and right now the only option is to go into each contract...

I have the ability to add a before and after filter but not a particular month or billing period. For example Aug 1 2024- Aug 31 2024. Therefore looking at all invoices for the month at once across multiple projects

I would like to be ablet to download all subcontractor SOV's into one spreadsheet so that I can combine it with our Microsoft Project download to forecast costs on a job.