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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 over 1 year ago in Other 0

View only

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...
Guest 3 months ago in User Roles & Permissions 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 8 months ago in User Roles & Permissions 0

Variable Retainage Amounts

Currently Trimble does not have the ability to generate a G703 with the retainage amounts specified in the system. If you have a subcontractor that has 0% retainage on materials and 10% retainage for labor the amount on the G703 is pulled from the...
Guest 11 months ago in Subcontractor Billing 0

Compliance transfer from Vista to Trimble Pay

We enter all the compliance items into Vista and it would be nice if it all transferred to Trimble Pay for the Subcontractor.
Kelly Reynolds 11 months ago in Compliance 1

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.
Kelly Reynolds 3 months ago in Other 0

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 11 months 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 11 months ago in Email Notifications 1

SOV History

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...
Guest 3 months ago in Subcontractor Billing 1 Already exists

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 9 months ago in Subcontractor Billing 0