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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 3 months ago in Reports 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...
Guest 3 months ago in Integrations 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 3 months ago in Subcontractor Billing 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 5 months ago in Email Notifications 1

Chat Icon

Please move the chat icon up to the top by the comments icon in the top right corner. The chat icon in the bottom right corner covers information that we need to see on multiple pages.
Guest 10 months ago in Other 0

Export Vendor List

I would like to export my vendor list with addresses, phone numbers, contacts, and contact emails.
Guest 10 months ago in Other 0

Headers for SOV to search line items

No description provided
Guest 3 months ago in Subcontractor Billing 0

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 10 months ago in Other 0

Add a customizable banner

It would be great to have a customizable banner or announcement as a companywide level, job level and sub level.
Guest 3 months ago in Other 2

Add controlled vendor compliance documents.

It would be useful to add such things as a subcontract to sign, or a request to sublet, or minority documentation and goals. As a compliance item when inviting vendors to a project. Making this program a full subcontract management application.
Kevin Brink 3 months ago in Compliance 2