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Edit SOV Breakout Throughout Contract Lifecycle

On larger-scale projects, we often issue subcontracts where subcontractors need to bill quickly for initial costs, such as setting up temporary power or purchasing materials. At that stage, they may not yet know how they will fully break out their...
Guest 8 months ago in Subcontractor Billing 0

Add attachments to Change Orders

We would like to be able to attach a document to a change order. This allows GC and sub to see the details of the revised scope, or show the subcontractor the details of a backcharge.
Cindy DiCosola 8 months ago in Change Orders 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 about 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 3 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 about 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 3 months ago in Vendor Management 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 12 months ago in Subcontractor Billing 1

Set a compliance requirement as compliant by default

We have a requirement that we mark as non compliant if a PM would like to put a contract on a payment hold or has a notice to cure out for any reason. This flags the payment team to hold payment. We have to go in each contract and mark this as com...
Becky Cannon 3 months ago in Compliance 0

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 12 months ago in Billing Periods 0

Generate Lower Tier Lien Waivers

We would like Trimble Pay to generate lower tier lien waivers for our team & and our subcontractors that could be sent to their lower subcontractors and suppliers for signature to reduce the likelihood of an error being made when filling out a...
Becky Cannon 6 months ago in Lower Tier Tracking 0