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Dates on Compliance Items

Add dates for: creation of compliance item, date compliance item is satisfied by sub, date compliance item is marked compliant by GC; This allows us to track timely submission of requirements from subcontractors.
Morgan Perry 5 months ago in Compliance 0

View only

We would like to give access to a few employees to only be able to view, and not have the capability to approved anything such as COI's in compliance. Once a member is added under company settings, regardless of not selecting any boxes, they are s...
Guest about 1 month ago in User Roles & Permissions 0

Reminders for subs to acknowledge payments/release unconditional

Right now, I’m going through and leaving individual comments for each one, but I feel like there should be a better way. We are essentially still having to chase these. I saw in an old payment training video in the help center that it would alert ...
Becky Cannon about 1 year ago in Unconditional Lien Waiver Collection 0

Consolidate Compliance info into one Line Item

I would like to be able to click into a project, click compliance, then see at a glance which vendors are completely in compliance. As it is I have to first sort by vendor, then check each individual line to verify. Visually its very clunky.
Guest 10 months ago in Compliance 0

Add project number to reports and filter windows

Please add the project number to reports, report filters, on screen displays and on screen filters.
Christine Schmidt 10 months ago in Project Setup 0

ERP Vendor number in the Vendor Information for Integrated Users

Having the vendor number in the vendor information makes it easier for the Payment Approver to research items when an issue occurs.
Hannah Grilliot about 1 year ago in Integrations 3 Planned

Exporting pay apps to Vista unapproved invoice entry for PM to approve

We would like to export unapproved pay apps to Vista unapproved invoice entry and have the PM's approve from there- The way it is now once they are exported to Vista we cant see them.
Kelly Reynolds about 1 month ago in Other 0

Ability for subs to electronically sign compliance docs

It would be helpful if subs could electronically sign compliance documents. For example, the ability to electronically sign a subcontract agreement in Trimble Pay. (Similar to how they can sign the billing requirements).
Guest 3 months ago in Compliance 0

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 about 1 year ago in Compliance 2

SOV History

In the Pay App History, please make the SOV sheet available for each pay app. As of now, we can only see the SOV for the current billing period. That gives us the ability to see what our total billing is for each item, but we can't see what we bil...
Guest about 1 month ago in Subcontractor Billing 1 Already exists