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    Restricting specific functions for users

    See the attached ticket for an example. Users have too much freedom to do anything in the platform and it's causing issues and confusion. I need the option to be able to "lock down" some users to only perform certain functions. Thank you!
    Becky Cannon over 1 year ago in User Roles & Permissions 0

    Internal Notes for Each Contract

    It would be nice to be able to maintain internal notes for each contract so that when multiple reviewers are involved, they can communicate to each other why an invoice hasn't been approved yet and keep tabs on updates.
    Angela A over 1 year ago in Subcontractor Billing 1

    Move invoices to a different billing period

    It would be helpful to be able to move a billing period to a different period. When reopening the billing period recently the wrong period was selected, and several subcontractors were assigned to a previous period than the one that had just closed.
    Guest over 1 year ago in Billing Periods 0

    Link Projects to Vendor Tab

    Would be nice to be able to see what projects vendors are currently linked to from the vendor tab within Trimble Pay. This helps when issues arise with incomplete set ups (i.e. no bank account linked) and if duplicate vendors accidentally get set ...
    Natalie Dienethal almost 2 years ago in Vendor Management 0

    Project Specific Compliance Template assignable to project

    Trimble Pay lets you create a Project compliance template and then set it as the default for all projects. This is not a good setup. It needs to be assignable at the project level. We have multiple projects with their own project specific complian...
    Cindy DiCosola 5 months ago in Compliance 0

    Allow GC to download all Subcontractor Lower Tier Waivers

    It would be helpful to download all sub-tier waivers at once versus each page, some subcontractors have multiple suppliers & quick access is needed for reporting purposes.
    Jordan Devine 5 months ago in Lower Tier Tracking 0

    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 over 1 year ago in Subcontractor Billing 0

    Have a button for a subcontractor to request the contractor to archive old projects!

    Our Active projects list is getting huge because contractors haven't archived projects that have been over for years. PLEASE put a request button to click to send an email to request the contractor archive the old project, so it will come off our ...
    Wendy Dyer 11 months ago in Email Notifications 0

    Subcontract Change Order Numbers

    Is there a way for the change order number that we assign in ViewPoint/Spectrum to be transferred to TrimblePay. Instead of just seeing a Blue CO in the column.
    Guest 11 months ago in Change Orders 0

    mapping owner name to Sage so it pulls in at contract set up

    useful so we don't have to manually add owner name for it to populate on documents
    Guest 6 months ago in Project Setup 0