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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 5 months ago in Email Notifications 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 5 months ago in Subcontractor Billing 1

Don't wait to populate a billing period on Payments until at least one sub billing is fully approved

Currently, a job and billing period will not populate in payments until at least one subs billing in that same period is fully approved. Change this to pop up as soon as the billing period opens or something less stringent
Guest 9 days ago in Payments 0

Lower Tier Tracking accumulation

see comment
Jackie Allen 3 months ago in Lower Tier Tracking 1

SOV to be approved before 1st pay application submitted

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.
Guest 5 months ago in Subcontractor Billing 2

Pay Single Invoice Without Marking Entire Period Ready

There are times when we need to process a single invoice through the Trimble Pay payment system without marking the entire project and pay period as "ready to pay." This situation arises when a subcontractor needs to be paid before we receive fund...
Guest 3 months ago in Payments 0

The ability to release retainage for all subcontractors at the same time.

Instead of having to do 7-10 extra more clicks/steps for releasing retainage for each subcontractor on a job, there should be an option that can choose all and release at the same time to reduce our time in clicking x amount of times (depending on...
Bridget Jasso 10 months ago in Subcontractor Billing 0 Planned

Add compliance documents needing review to task list

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.
Guest 6 months ago in Compliance 0

It would be very helpful to add job titles for all the vendor members. This is especially helpful when you need to know who to email to address certain compliance needs.

Most software have this feature. It helps us end user communicate with our clients/customers.
Guest 23 days ago in Other 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 about 1 month ago in Subcontractor Billing 0