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Vendor Management

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Project and Corporate Directory Bulk Messaging

Would be very helpful to have the ability to send a bulk message out to the directory at either the project or corporate level. Often times the billings contacts in TP differ from the Procore contacts due to accounting versus Project Management so...
Guest 21 days ago in Vendor Management 0

Subcontractor Invitation Status Report

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...
Scot Strickland 12 months ago in Reports / Vendor Management 0

You need to create a way to merge duplicate vendors. The vendor data bases are becoming a mess

We keep getting duplicate vendors in our vendor database, but you can't do anything to clean it up because both duplicates are usually already assigned to at least one job, thus preventing us from deleting them. You guys really need to make a way ...
Guest 7 months ago in Vendor Management 0

Separate Vendor Link Requests, allow Vendors to be 'unlinked'

At the moment i have two 'link vendor' requests in Trimble, one of which I want to approve, the other one i do not want to approve as the vendor is not supposed to be synced with the account it is trying to sync to, but I can't accept one and reje...
Scottie Branson about 1 month ago in Vendor Management 0

Make Vendors List Sortable

Vendor details cannot be sorted by compliance or other fields, only shows up alphabetically
Taylor Schimbke 7 months ago in Vendor Management 0

Vendor Project List

Within a vendors profile in Trimble Pay, I’d like to have a tab that displays a list of all the jobs associated with that vendor. This view should include the job name, job number, contract name, contract number, and indicate whether the job is ac...
Guest 4 months ago in Vendor Management 0

Identification of Vendor Roles

It would be good when we see the Vendor Membors within a company if it would identify the roles of each member. This is helpful as we would know which member to reach out to when we need assistance. For example, only the Admin of the Vendor member...
Guest 7 months ago in Vendor Management 0

Have a report that will list on Vendors with address phone email

This would be useful so we can view to make sure any duplicate vendors are accurate and make sure address are updated correctly,
Guest 8 months ago in Vendor Management 0

Link Projects to Vendor Tab

Would be nice to be able to see what projects vendors are currently linked to from the vendor tab within Trimble Pay. This helps when issues arise with incomplete set ups (i.e. no bank account linked) and if duplicate vendors accidentally get set ...
Natalie Dienethal 10 months ago in Vendor Management 0

Export All Vendor Documents

Be able to export all vendor documents as needed, add filters to narrow down what needs to be exported.
Guest 9 months ago in Vendor Management 1