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Submit Retention along with Progress billing

We are being told that a sub cannot bill progress and retention at the same time. The work around is we, the GC, has to click on complete contract. A sub should be allowed to bill both. If the GC does not want them to, they can reject the billing.
Guest 5 months ago in Subcontractor Billing 1

Allow amounts for Conditional Final to be changed.

Many times, a sub is owed for prior pay apps due to compliance or payment issues, but we would like the sub to bill their final billing. We should allow a sub to change the conditional final to include amounts owed to them to make them final.
Sandra Brown 7 months ago in Subcontractor Billing 0

Don't wait to populate a billing period on Payments until at least one sub billing is fully approved

Currently, a job and billing period will not populate in payments until at least one subs billing in that same period is fully approved. Change this to pop up as soon as the billing period opens or something less stringent
Guest 5 months ago in Payments 0

New Project Member Role for Read Only Access

We would like give access to higher-level management to view projects and run reports, but not have the ability to credit projects or edit information. Something similar to 'read-only' access.
Chad Warfel 8 months ago in User Roles & Permissions 0

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 8 months ago in Reports 0

Edit SOV Breakout Throughout Contract Lifecycle

On larger-scale projects, we often issue subcontracts where subcontractors need to bill quickly for initial costs, such as setting up temporary power or purchasing materials. At that stage, they may not yet know how they will fully break out their...
Guest 8 months ago in Subcontractor Billing 0

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...
Jenette Timmons 6 months ago in Subcontractor Billing 0

Templates for invoice approvers & approval levels

It is horrendously time consuming to change the approver sequence and approver members for all projects one by one when trying to implement a revised invoice review workflow. Please implement member configuration templates that can be set up in Co...
Angela A about 1 year ago in User Roles & Permissions 1

Add attachments to Change Orders

We would like to be able to attach a document to a change order. This allows GC and sub to see the details of the revised scope, or show the subcontractor the details of a backcharge.
Cindy DiCosola 9 months ago in Change Orders 0

Display change order post date on the change order

Display change order post date or import date on the change order in Trimble.
Becky Cannon about 1 year ago in Change Orders 0