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Trimble Pay Suggestions Portal
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Ideas

Showing 175 of 175

Customer built documents

Customers would have the ability to build custom document templates when they have new projects
Jonah Walton over 1 year ago in Other 0

Project and Corporate Directory Bulk Messaging

Would be very helpful to have the ability to send a bulk message out to the directory at either the project or corporate level. Often times the billings contacts in TP differ from the Procore contacts due to accounting versus Project Management so...
Guest 3 months ago in Vendor Management 0

Increase Timeout Period Upon Sign-in

Is there a way to extend the timeout period on the sign-in? I feel like I have to log in 100 times a day.
Guest about 1 year ago in Other 2 Will not implement

Report showing verified payments and unverified payments

Easily pull a report that can show what subcontractors are verifying their payments and those who are not, including percentage of verified payments as a whole
Guest 7 months ago in Reports 0

Make the Finalized Application Downloaded into One Document

No description provided
Guest 3 months ago in Billing Periods 1

SOV - Section Headers/$0 Lines

There needs to be the ability to have a $0 line item in the SOV to allow for section Headers. For example some trades breakout by Section and Floor the various material and labor cost. Or you may have Building 1, Building 2 and then have floor 1, ...
Guest 6 months ago in Subcontractor Billing 0

Create an uncontrolled requirement at certain time periods during project

We would like to start collecting closeout documents at 50% completion and again before retainage is approved.
Guest 6 months ago in Compliance 0

Manage Retainage Release Timing in Vista Export

Currently, when we export a retainage invoice from Trimble Pay to Vista, it creates both a $0 AP invoice and a release retainage batch. However, since we’re not always ready to release the retainage for payment, we have to manually delete the rele...
Alexis Wenger 8 months ago in Integrations 0

Make Vendors List Sortable

Vendor details cannot be sorted by compliance or other fields, only shows up alphabetically
Taylor Schimbke 10 months ago in Vendor Management 0

Dedicated project permission for un-approving invoices.

The ability to unapprove a pay application should be limited to only one role of Admin or Curator. An approver should never have the ability to unapprove a pay application after has been approved, as the cost has likely already hit the job. This c...
Guest about 1 year ago in User Roles & Permissions 0