I would like the ability to adjust the accounting period on a project level.
We only have the ability to change the billind period on a project level, but can't adjust the accounting period. Some jobs bill from 16th-15th of the month.
Under Payments and Waivers >Invoices it would be great if you could filter by locked unconditionals. We have some vendors that get behind and need reminders to log in and verify payments. It would be helpful to filter by locked/unlocked status....
The Accountant role should receive a notification when an invoice is submitted and/or approved. I do not see another way of monitoring the status of the invoice. Any notifications only go to the Approver. Currently I click on each job to see the s...
Would love to see the ease of accessibility to Trimble Pay through a mobile app. Request info: Company - Malitz Construction, Inc. Customer Contacts: Ryan Malitz ryan@malitzconstructioninc.com Robin Fisher robin@malitzconstructioninc.com Jessalyn ...
It would be very helpful to have the info of when an invoice was approved along with the PM that approved the invoice to export from TrimblePay into Vista. Even if that info could show on the invoice documents somewhere.
Heidi Berland
3 months ago
in Integrations
1
Already exists
It would be useful to regenerate a waiver from a past pay app in case something has happened with the attached PDF. Also, if something is attached mistakenly instead of the waiver and it slips through the approval process.
We would like the ability to connect multiple bank accounts to Trimble Pay as a general contractor (GC) to pay subcontractors for specific projects. Additionally, we’ve received feedback from our subcontractors who sometimes prefer to receive paym...
Add "Uncontrolled Requirements" as an option to reports (for example, our Certified Payroll reports)
We need to track all sub compliance, especially Certified Payroll reports. We request it be uploaded with each billing, and it would be nice if we could compile a report for each job or vendor (that lists the job) so we can view and print each one...
Track actual GC payments. Not just approved payments
I know I am just a lower tier and not a real software customer but what good is it to track approved GC payments, and not actual payments. It is like "The check is in the mail".
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