Ideas

Please add ability to remove a joined member on a vendor. This happens a lot when roles change within subs companies or individuals leave or get accidentally added to wrong project.

Having the project marked funded by owner limits us from leveraging your payment portal to ensure subs are compliant for when an owner does actual pay us. You can only see invoices for periods that are marked paid. You don't want to mark it paid b...

Please advise if its possible to have the invoice date integrate with vouchers/image instead of the submission date. We always use the end of the month as the invoice date.

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.

Projects are automatically being archived in TP when we close them in VP, but in VP if a sub hasn't billed their commitment in full we can still put in their final invoice. When TP archives the jobs they are coming off the vendors dashboards and t...

ADD S-CORP OR INCORPORATION TO LIST OF BUSINESS TYPES UNDER COMPANY SETTINGS

We missed an opportunity to revise a rejected billing because we saw the message late, with a few hours to spare. Would like to have an email notification when we receive new messages.

Document Forwarding settings need to provide a way to specify what attachments are forwarded and in what format they should be forwarded. We have document forwarding set up to forward approved invoices to our semi-automated financial operations pl...