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Change Order # from Vista show on SOV in TrimblePay

The Change Order Number should be the description shown on the SOV, not the phase code description.
Jackie Allen 4 months ago in Subcontractor Billing 1

PO Integration between Vista and TP

Need to have the ability to sync and integrate POs from Vista into Trimble Pay. We have Procore project management and with the limitation of one integration into a project we need to have this be Vista in order to allow automated syncing and curr...
Guest 23 days ago in Integrations 0

Ability to overbill a contract

I would like to have the option to allow subcontractors / vendors who work off of Purchase Orders, a way to bill over their contract sum without issuing a change order.
Guest 4 months ago in Change Orders / Subcontractor Billing 4

Give ability to control frequency of compliance notifications

For compliance notifications, it would be helpful to have the ability to control the frequency of notifications, specifically the Expiration Advanced Warning. Currently, a notification is sent each day beginning 30 days prior to expiration of a do...
Ann Youngberg about 1 month ago in Email Notifications 0

Turn off / control notices we want to see

It would be nice to be able to customize which notices we get as individual users. I get notices for every change, big or small, every compliance document expiring, etc. and it would be nice to be able to control what notices we get and don't get ...
Guest 25 days ago in Email Notifications 0

Need to ability to rotate documents

The subs keep uploading their requisitions in portrait, but we need to be able to rotate the document into landscape to stamp the approval so it's in the bottom right hand corner. We keep having to rejected the invoices and having them rescan beca...
Jenny Burriss 4 months ago in Subcontractor Billing 0

Ability to control email notifications by user or role

We have several team members that need to be part of a project, but do not need to handle the day-to-day management of the subcontracts/billings. Please add the ability to set email notifications by user (and/or by role) for more tasks. The amount...
Christine Schmidt 8 months ago in Email Notifications 0

Download Pay App as PDF for off system notarization

We require notarization on our billing documents from our subcontracts. When a subcontractor downloads a Pay App to notarize it off system it downloads as an excel copy which can be manipulated or changed by the subcontractor. I would like all doc...
Jessica Grigsby 8 months ago in Subcontractor Billing 1

Notification of failed invoice export

When using an integration, there is potential for failed invoice exports due to various reasons. Currently, someone has to periodically check for export failures. Please consider adding a notification for failed invoice exports.
Ann Youngberg 21 days ago in Integrations 0

Allow Subcontractor to reference their invoice number for a pay application

When submitting a pay application, we have subcontractors asking for a place for them to enter their ERP system's invoice number. When receiving payment from us, the payment references the invoice number/pay app number that is created by Trimble P...
Christine Schmidt 8 months ago in Subcontractor Billing 1