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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 about 1 year ago in Subcontractor Billing 2 Shipped

Return the ability to delete uploaded documents

Previously there was the ability to delete uploaded documents in the compliance and vendor section. We have numerous companies that are using this software for the first time uploading nonrelated documents. It would be nice to be able to fix this....
Rachel King about 1 year ago in Compliance 5 Shipped

Company Setting For Declined Invoice Revision Days

Can we please have the Declined and unapproved revision days default to the days we choose? We always use 5 days. It would be nice if we didn't have to go in and fill this in for each and every job.
Robin Fisher about 1 year ago in Billing Periods 1 Shipped

Automatic System Emails

Automatic System Emails going to Subcontractors starts with "Hello, Compliance Manager!". These emails are being deleted or ignored by several Subs since they are not compliance managers. Recommend changing to "Action Needed" or "Action Needed In ...
Guest 7 months ago in Email Notifications 2 Shipped

Lower tiers tab needs to be visible/available while a subcontractor pay application is pending

Currently, the lower tier tab within a subcontract is not available if the subcontractor has a pending pay application. We need to be able to see the tab and related waivers as part of our approval process
Chad Warfel 3 months ago in Lower Tier Tracking 1 Shipped

Reports that show all invoices for a billing period

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
Kate Hopewell 12 months ago in Reports 1 Shipped

Invoice compiler- option to add 'pending' pay apps

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...
Christi Johns 12 months ago in Reports 0 Shipped

Ability to integrate multiple companies from Vista under one GC account.

We operate in a shared services model with multiple companies under our parent holding company and would like to be able to integrate more than one Vista company into Trimble Pay without having to create multiple GC accounts with multiple 'artific...
Scot Strickland about 1 year ago in Integrations 0 Shipped

Confusing Contract Status

The Contract Status field can be a bit confusing. We have the situation where for a current billing period for a sub it shows $0.00 approved this period when nothing has been submitted. On another project the status displays the declined amount fr...
Guest 6 months ago in Subcontractor Billing 4 Shipped

Selecting all pay periods in the compiled documents report

We need to be able to download documents from multiple or all pay periods as well as all contracts on a project.
Becky Cannon 8 months ago in Reports 2 Shipped