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Subcontractor Billing

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The ability to release retainage for all subcontractors at the same time.

Instead of having to do 7-10 extra more clicks/steps for releasing retainage for each subcontractor on a job, there should be an option that can choose all and release at the same time to reduce our time in clicking x amount of times (depending on...
Bridget Jasso 3 months ago in Subcontractor Billing 0

Reporting Stored Materials per AIA Rules

When a subcontractor bills for stored materials on pay app#1, currently when pay app#2 is generated, stored materials are moved to previously drawn. However, there are instances when stored materials need to stay in the stored materials column unt...
Jessica Grigsby 3 months ago in Subcontractor Billing 1

Subcontractors Opt Out Of Billing For A Period

There needs to be an option for the subcontractor to decline billing for the month.
Guest 3 months ago in Subcontractor Billing 2

Display Paid Status for Subcontractor Pay Applications in Invoice History

There is currently no way for our operations teams to see in Trimble Pay whether or not a Subcontractor Pay Application has been paid from Vista. This forces them to go back to the ERP and run a report, defeating the 'one stop' Subcontractor invoi...
Scot Strickland 3 months ago in Subcontractor Billing 0 Planned

Add Description field for Uncontrolled Billing Requirements

The current automatic naming for uploaded Uncontrolled Billing Requirement documents does not allow for any way for Subcontractors to include their file name or document description which makes more challenging to know what documents have been sub...
Scot Strickland 3 months ago in Subcontractor Billing 0

Enable a billing requirement to be waived for one contract for the current invoice only

This would address the problem that there is no way to set up a billing requirement that is applicable to every single billing except for the first one. This would also help us use the 'Require' setting more often and more effectively. It is very ...
Angela A 3 months ago in Subcontractor Billing 0

Ability to print SOV

Many subcontractors download and print the Application for Payment AND at least 50% of them don't print and upload the SOV. When I bring this to their attention, they are very confused because the SOV is a separate tab. I am unable to print the SO...
Guest 3 months ago in Subcontractor Billing 1

Internal Notes for Each Contract

It would be nice to be able to maintain internal notes for each contract so that when multiple reviewers are involved, they can communicate to each other why an invoice hasn't been approved yet and keep tabs on updates.
Angela A 17 days ago in Subcontractor Billing 0

Unit Billing

Add unit billing capability to subcontractor billing, i.e., 100 SF (unit) @ $10 (rate).
Ashley Raineri 2 months ago in Integrations / Subcontractor Billing 0

Support for Adding Controlled Requirements

When we reach out for support through the Trimble Pay platform, we receive emails indicating when a support request # is generated and updated. These support requests seem to have an open/closed status that is carefully monitored because we have n...
Angela A 21 days ago in Subcontractor Billing 0