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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 9 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 9 months ago in Compliance 1

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 7 months ago in Subcontractor Billing 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 9 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 9 months ago in Email Notifications 1

Chat Icon

Please move the chat icon up to the top by the comments icon in the top right corner. The chat icon in the bottom right corner covers information that we need to see on multiple pages.
Guest about 1 year ago in Other 0

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 about 1 year ago in Other 0

New Project Member Role for Read Only Access

We would like give access to higher-level management to view projects and run reports, but not have the ability to credit projects or edit information. Something similar to 'read-only' access.
Chad Warfel 7 months ago in User Roles & Permissions 0

Arrow down to next line item and/or improve lag time between entries

When billing as a subcontractor there is a long lag time from when I enter a percentage to to when the amount populates. I will click down into the next line item and it won't enter because it is still populating the previous line item. Additional...
Jenette Timmons 5 months ago in Subcontractor Billing 0

Company-Wide Monthly Billing Summary Report

I would like the ability to run the Monthly Billing Summary report across all projects in Trimble Pay. As a finance and accounting leader, it would be highly beneficial to have a company-wide view of which subcontractors have billed, which have no...
Guest 8 months ago in Reports 0