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Company-Wide Monthly Billing Summary Report

I would like the ability to run the Monthly Billing Summary report across all projects in Trimble Pay. As a finance and accounting leader, it would be highly beneficial to have a company-wide view of which subcontractors have billed, which have no...
Guest 3 months ago in Reports 0

Sorting Complied Documents

It would be nice to be able to sort the complied document by either cost code, contract number or alphabetically. Currently the complied document is very random in its order and our project managers have to reorganize in a PDF to send to the owner.
Leigh White 6 months ago in Reports 0

Add "Uncontrolled Requirements" as an option to reports (for example, our Certified Payroll reports)

We need to track all sub compliance, especially Certified Payroll reports. We request it be uploaded with each billing, and it would be nice if we could compile a report for each job or vendor (that lists the job) so we can view and print each one...
Guest 6 months ago in Reports 2 Already exists

Ability to pull all Retainage applications on a project at once

We need to be able to pull just retainage pay applications through compiled documents at the end of a project since we have to manually enter them into our ERP. Pulling them one at a time makes this process take a lot longer. Thanks!
Becky Cannon 3 months ago in Reports 0

All subcontractor SOV's by project

I would like to be ablet to download all subcontractor SOV's into one spreadsheet so that I can combine it with our Microsoft Project download to forecast costs on a job.
Guest 9 months ago in Reports 0

Show ACH status on ready to pay invoice report

We run reports that have to be reviewed prior to paying invoices. It would be very helpful to see who is set up for ACH and who will need to be issued manual checks when selecting the "Download Invoices" option on Ready to Pay invoices.
Becky Cannon 5 months ago in Reports 0