We would like to give access to a few employees to only be able to view, and not have the capability to approved anything such as COI's in compliance. Once a member is added under company settings, regardless of not selecting any boxes, they are s...
Auto Generated Email Language for Invoices processing for Payment
The General contractor should be able to modify the wording of the email notification so that it is applicable for our policies and timeline to align with our subcontracts. The internal timeline of closing out the accounting month and issuing paym...
An additional column to the dashboard or a task list button where subs could be alerted and see what is outstanding for them to do such as complete the SOV, upload compliance documents, submit a bill. This would be a fast way for the sub to keep u...
On larger projects the SOV can get quite extensive, so it would be beneficial to be able to hide from view the line items that have been billed 100% to make reading the SOV simpler as the project progresses. Even if it hid those lines temporarily ...
As a GC, we sometimes pay a particular subcontractor before we are funded by the owner. This can be misleading to other subcontractors who are pending payment.
Exporting pay apps to Vista unapproved invoice entry for PM to approve
We would like to export unapproved pay apps to Vista unapproved invoice entry and have the PM's approve from there- The way it is now once they are exported to Vista we cant see them.
In the Pay App History, please make the SOV sheet available for each pay app. As of now, we can only see the SOV for the current billing period. That gives us the ability to see what our total billing is for each item, but we can't see what we bil...
Compliance items that are specific to the contract for instances with multiple contracts assigned to one vendor under one project
Daniel Traynor (Trimble Pay) At this time a compliance requirement can be applied at the vendor level, across all contracts and projects that vendor has within the entire system, by going to the Vendors tab and adding a compliance requirement ther...
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...
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