Ideas

Currently our only option to verify changes to custom controlled Documents is to ask a Vendor to generate an invoice and send us a copy. It would be most helpful if GCs had the ability to preview controlled documents, to ensure the document is wha...

Customer would like to see compliance docs that need review in the task list - or at least somewhere in the app. Emails are noisy and easily lost and when you have a lot of projects, manually checking each one is too cumbersome.

Currently the Compiled Documents report nicely compiles all sub waivers, but misses all lower tier waivers from that same billing period. This causes the additional step of having to go in and out of each vendor file to find the lower tier waivers...

We have seven companies processing subcontractor payment applications through Trimble Pay. Currently, the screen and related filters do not display the company number that the vendor, export, invoice, or task list is associated with. We’ve success...

You won't be reminded over and over to bill when you don't have anything to bill that cycle.

If an error is made on the approvers end, there's no way to revert the status back to pending from approved without a re-upload from the subcontractor. This wastes time and effort on the subs end when a simple revert of the status back to pending ...

For compliance notifications, it would be helpful to have the ability to control the frequency of notifications, specifically the Expiration Advanced Warning. Currently, a notification is sent each day beginning 30 days prior to expiration of a do...

Certified payroll for example needs to be collected with each invoice, but it's cumbersome for users to create the same requirment each period.

On first level approvers, require all subcontractor uploaded documents to be opened, reviewed and approved before allowing the approval of the invoice. The next reviewer(s) can be assured that the documents have been reviewed for compliance before...

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?