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Submit Retention along with Progress billing

We are being told that a sub cannot bill progress and retention at the same time. The work around is we, the GC, has to click on complete contract. A sub should be allowed to bill both. If the GC does not want them to, they can reject the billing.
Guest about 7 hours ago in Subcontractor Billing 0

Change Order # from Vista show on SOV in TrimblePay

The Change Order Number should be the description shown on the SOV, not the phase code description.
Jackie Allen about 2 months ago in Subcontractor Billing 0

export from TrimblePay to Vista as one line item

It causes issues within Vista to export all SOV line items into SL. It causes our Accounting Department when doing joint checks to pull values from individual line items imported as an SOV and not one lump sum. Causing them to have to hand calcula...
Jackie Allen about 2 months ago in Integrations 0

Allow the export of retainage billings to CMiC.

Currently, the integration with CMiC does not support the export of retainage billings. CMiC has provided the Body Parameter called ScschCurrHldbkAmt that should work for this application.
Jodene Vasquez 20 days ago in Integrations 1

Don't wait to populate a billing period on Payments until at least one sub billing is fully approved

Currently, a job and billing period will not populate in payments until at least one subs billing in that same period is fully approved. Change this to pop up as soon as the billing period opens or something less stringent
Guest 4 days ago in Payments 0

Invitation Report

A report that would show you which vendors have not received invitations to each project. At this time, you have to go into each one to check which ones are not invited.
Guest 4 days ago in Reports 0

Attachment too large error

Please add an "Attachment too large" error, or add a note that states "File cannot exceed 10MB" for attachments when adding necessary documents to pay app.
Guest 13 days ago in Subcontractor Billing 0

Compliance Document Download

Would be a great benefit if we could download all the compliance documents by type, specifically the COIs, for all vendors all projects at once so when we have to provide them to third parties (insurance audits) we can quickly and easily get all o...
Guest 27 days ago in Reports 0

Administrative Control over Member Assignments

We have different approvers on our jobs. Unfortunately, anyone can alter the assigned approvers. It would be beneficial to have an admin control that locked this in place where only a select few had the capability of changing. We have had problems...
Guest 12 days ago in User Roles & Permissions 0

Wrap line descriptions

Line descriptions on Schedule of Values currently only show a certain number of characters. After that the description disappears and you must hover over each line in order to read it. Wrap longer line descriptions so that they can be read in full...
Guest about 1 month ago in Project Setup 0