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Ideas

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Restricting specific functions for users

See the attached ticket for an example. Users have too much freedom to do anything in the platform and it's causing issues and confusion. I need the option to be able to "lock down" some users to only perform certain functions. Thank you!
Becky Cannon 7 months ago in User Roles & Permissions 0

Add authenticator app as an MFA option

Many businesses that don't provide work mobile phone numbers to their entire team need an alternative to SMS authentication. The unavailability of the option to authenticate via a common authenticator app (Google, Microsoft, Duo, etc.) is a signif...
Angela A 9 months ago in Other 0

I would like the ability to adjust the accounting period on a project level.

We only have the ability to change the billind period on a project level, but can't adjust the accounting period. Some jobs bill from 16th-15th of the month.
Heidi Berland 7 months ago in Billing Periods 0

Sub to edit pay apps

Subcontractors should be able to edit and revise their pay apps for the month up until the end of day on the due date-
Kelly Reynolds 2 months ago in Subcontractor Billing 1

Variable Retainage Amounts

Currently Trimble does not have the ability to generate a G703 with the retainage amounts specified in the system. If you have a subcontractor that has 0% retainage on materials and 10% retainage for labor the amount on the G703 is pulled from the...
Guest 10 months ago in Subcontractor Billing 0

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 10 months ago in Compliance 1

Option to override payment approvers

In the instance where a PM or other payment approver is out for whatever reason, and an invoice needs to be paid, It would be nice to have an option to override a payment approver like there is to override an invoice approver.
Guest 2 months ago in Payments 0

Automate Retainage release

The current process requires 4 steps to release retainage for each subcontractor. 1) Select job, 2) Select vendor, 3) Select Retainage, 4) Select Release retainage... Then repeate... When we have a large job with a ton of vendors, this process tak...
Guest 10 months ago in Other 0

Update Retainage Release notification

When Retainage is released, Triemble Pay automatically emails the subcontractor and states "Retainage has been released, please log in to submit your payment". This waste everyones time as the sub then logs onto Triemble Pay only to find out they ...
Guest 10 months ago in Email Notifications 1

More Options for Retainage Release

I would like to be able to release retainage based on how much was retained per month. Sometimes a sub will bill through August, but we have only been owner funded through June. I would like to be able to release retainage through June instead of ...
Guest about 1 year ago in Other 0