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    Automate Retainage release

    The current process requires 4 steps to release retainage for each subcontractor. 1) Select job, 2) Select vendor, 3) Select Retainage, 4) Select Release retainage... Then repeate... When we have a large job with a ton of vendors, this process tak...
    Guest about 1 year ago in Other 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 about 1 year ago in Email Notifications 1

    Notification of failed invoice export

    When using an integration, there is potential for failed invoice exports due to various reasons. Currently, someone has to periodically check for export failures. Please consider adding a notification for failed invoice exports.
    Ann Youngberg 7 months ago in Integrations 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 7 months ago in Vendor Management 0

    Batch print page one of the approved billings when they are exported into our accounting system. Currently it takes too much time to individually print them as we pay outside of Trimble. I have asked for this d=feature for a couple of years now.

    It would cut my work load every month as currently I have to individually print every pay app when they exported into our accounting system.
    Guest 4 months ago in Other 0

    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 11 months ago in User Roles & Permissions 0

    Templates for invoice approvers & approval levels

    It is horrendously time consuming to change the approver sequence and approver members for all projects one by one when trying to implement a revised invoice review workflow. Please implement member configuration templates that can be set up in Co...
    Angela A over 1 year ago in User Roles & Permissions 1

    All monthly pay apps at a glance

    Where can i go to run a report to see for instance all of the Les Schwab July Pay apps- We need to see % paid and balance left at a glance.
    Kelly Reynolds 7 months ago in Reports 2

    Display change order post date on the change order

    Display change order post date or import date on the change order in Trimble.
    Becky Cannon over 1 year ago in Change Orders 0

    Separate Vendor Link Requests, allow Vendors to be 'unlinked'

    At the moment i have two 'link vendor' requests in Trimble, one of which I want to approve, the other one i do not want to approve as the vendor is not supposed to be synced with the account it is trying to sync to, but I can't accept one and reje...
    Scottie Branson 8 months ago in Vendor Management 0