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Compliance

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Add Description field for uploaded compliance documents.

The current automatic naming for uploaded Compliance documents does not allow for any way for Subcontractors to include their file name or document description which makes more challenging to review compliance at a high level.
Scot Strickland 12 months ago in Compliance 2

Set a compliance requirement as compliant by default

We have a requirement that we mark as non compliant if a PM would like to put a contract on a payment hold or has a notice to cure out for any reason. This flags the payment team to hold payment. We have to go in each contract and mark this as com...
Becky Cannon about 1 month ago in Compliance 0

Only ask for contract date on the first invoice. autofill after the first invoice.

No description provided
Guest 4 months ago in Compliance 0

Compliance items that are specific to the contract for instances with multiple contracts assigned to one vendor under one project

Daniel Traynor (Trimble Pay) At this time a compliance requirement can be applied at the vendor level, across all contracts and projects that vendor has within the entire system, by going to the Vendors tab and adding a compliance requirement ther...
Becky Cannon about 2 months ago in Compliance 0

COI bulk download

Would be great for multiple vendors COI to be downloaded by bulk.
Guest 10 months ago in Compliance 2

Compliance transfer from Vista to Trimble Pay

We enter all the compliance items into Vista and it would be nice if it all transferred to Trimble Pay for the Subcontractor.
Kelly Reynolds 7 months ago in Compliance 1

Collect Compliance Requirements for Lower Tiers

We are looking to track and collect compliance requirements for all lower tier subcontractors on our job. If they will be stepping foot on our jobs we want to be sure they have insurance and I would like to track this inside Trimble Pay.
Becky Cannon 4 months ago in Compliance / Lower Tier Tracking 2

Add controlled vendor compliance documents.

It would be useful to add such things as a subcontract to sign, or a request to sublet, or minority documentation and goals. As a compliance item when inviting vendors to a project. Making this program a full subcontract management application.
Kevin Brink 6 months ago in Compliance 2