All ideas

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...

We have seven companies processing subcontractor payment applications through Trimble Pay. Currently, the screen and related filters do not display the company number that the vendor, export, invoice, or task list is associated with. We’ve success...

Allow negative entry into line items so that subcontractors can back out incorrectly invoiced prior payments and adjust costs to the correct line items.

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...

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...

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...

It would be useful to have the SOV be approved before a subcontractor can submit their 1st pay application. This ensures that the SOV lines are correct the 1st time and the subcontractor doesn't have to delete and resubmit their pay application.

Customer would like to see compliance docs that need review in the task list - or at least somewhere in the app. Emails are noisy and easily lost and when you have a lot of projects, manually checking each one is too cumbersome.

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.

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...