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Subcontractor Billing

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Arrow down to next line item and/or improve lag time between entries

When billing as a subcontractor there is a long lag time from when I enter a percentage to to when the amount populates. I will click down into the next line item and it won't enter because it is still populating the previous line item. Additional...
Guest 18 days ago in Subcontractor Billing 0

Drag and Drop Feature

Subcontractor billing section. There are multiple areas to upload a document and it is easy to grab the wrong file when you have to open and select. It would be much easier to drag and drop upload documents
Guest 18 days ago in Subcontractor Billing 2

Download Pay App as PDF for off system notarization

We require notarization on our billing documents from our subcontracts. When a subcontractor downloads a Pay App to notarize it off system it downloads as an excel copy which can be manipulated or changed by the subcontractor. I would like all doc...
Jessica Grigsby 5 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 9 months ago in Subcontractor Billing 3

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 9 months ago in Subcontractor Billing 1

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 9 months ago in Subcontractor Billing 1

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 9 months ago in Subcontractor Billing 0 Planned

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 10 months ago in Subcontractor Billing 0

Either/Or Invoice Approvers

We would like the ability to set up "either/or" approvers in Trimble Pay. Currently, if we set up two approvers, both are required to approve the invoice. This creates challenges on larger projects where certain project managers (PMs) are only res...
Guest 3 months ago in Subcontractor Billing / User Roles & Permissions 1

Bring the plus sign back to add lines on the SOV

My subs question regularly how to add a line when setting up the SOV. Tabbing is more convenient, but a lot of people do not understand this without a clear button to press. Any way to have both?
Becky Cannon 5 months ago in Subcontractor Billing 0