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Paid/Unpaid Counter

On the payment main page the column that shows total paid also shows paid invoice count out of total invoices. The paid count should include those invoices that are currently processing as well. This is more reflective of the invoices open to pay....
Guest 9 months ago in Payments 0

Fix the New Project settings to reduce accidental errors

When setting up a new project, all of the required fields are asterisked in red, which is fine and dandy but the system does not actually require the user to interact with any of the fields that Trimble pay pre-filled with values other than 'Requi...
Angela A 9 months ago in Project Setup 0

Enlarge the Aggregated Comments Preview

Regarding the red comments bubble, the text preview for each contract's latest comment is too small and does not provide enought context to determine which comments are high priority or can be resolved very quickly. Please make the preview window ...
Angela A 10 months ago in Subcontractor Billing 0

Invoice Date integrate with CMIC in lieu of Submission Date.

Please advise if its possible to have the invoice date integrate with vouchers/image instead of the submission date. We always use the end of the month as the invoice date.
Guest 5 months ago in Integrations 0

Show ACH status on ready to pay invoice report

We run reports that have to be reviewed prior to paying invoices. It would be very helpful to see who is set up for ACH and who will need to be issued manual checks when selecting the "Download Invoices" option on Ready to Pay invoices.
Becky Cannon 5 months ago in Reports 0

Auto Archive

Projects are automatically being archived in TP when we close them in VP, but in VP if a sub hasn't billed their commitment in full we can still put in their final invoice. When TP archives the jobs they are coming off the vendors dashboards and t...
Robin Fisher 6 months ago in Other 1 Already exists

Export All Vendor Documents

Be able to export all vendor documents as needed, add filters to narrow down what needs to be exported.
Guest 7 months ago in Vendor Management 1

ADD DESCRIPTION OF BUSINESS TYPE

ADD S-CORP OR INCORPORATION TO LIST OF BUSINESS TYPES UNDER COMPANY SETTINGS
Guest 7 months ago in Vendor Management 1 Will not implement

Notify Subcontractors When We Receive a New Message

We missed an opportunity to revise a rejected billing because we saw the message late, with a few hours to spare. Would like to have an email notification when we receive new messages.
Guest 8 months ago in Email Notifications 1 Already exists

Advanced Document Forwarding Setting

Document Forwarding settings need to provide a way to specify what attachments are forwarded and in what format they should be forwarded. We have document forwarding set up to forward approved invoices to our semi-automated financial operations pl...
Angela A 9 months ago in Project Setup 0