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Add controlled vendor compliance documents.

It would be useful to add such things as a subcontract to sign, or a request to sublet, or minority documentation and goals. As a compliance item when inviting vendors to a project. Making this program a full subcontract management application.
Kevin Brink 15 days ago in Compliance 2

Remove Owner funded check box

As a GC, we sometimes pay a particular subcontractor before we are funded by the owner. This can be misleading to other subcontractors who are pending payment.
Guest 22 days ago in Payments 0

Add Company Name column to Integrations Import page.

Because Vista does not require that Project numbers be unique between different companies, the lack of the company name column could easily lead to wrong projects being imported.
Scot Strickland 16 days ago in Integrations 0 Planned

Ability to pull all Retainage applications on a project at once

We need to be able to pull just retainage pay applications through compiled documents at the end of a project since we have to manually enter them into our ERP. Pulling them one at a time makes this process take a lot longer. Thanks!
Becky Cannon 9 days ago in Reports 0

Consolidate Compliance info into one Line Item

I would like to be able to click into a project, click compliance, then see at a glance which vendors are completely in compliance. As it is I have to first sort by vendor, then check each individual line to verify. Visually its very clunky.
Rachel Inscoe about 2 months ago in Compliance 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 about 2 months ago in Subcontractor Billing 1

Change status of an invoice back to pending

If an error is made on the approvers end, there's no way to revert the status back to pending from approved without a re-upload from the subcontractor. This wastes time and effort on the subs end when a simple revert of the status back to pending ...
Guest 4 months ago in Billing Periods 1

Lien waiver signatures need to be manual with audit trails

Lien waiver "signatures" are auto-generated, filling the name attached to the login. This creates several invalid waivers when: The member name is incomplete or incorrect (no last name or an email for a last name)_ vendors share login credentials ...
Cindy DiCosola about 2 months ago in Unconditional Lien Waiver Collection 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 7 months ago in Subcontractor Billing 0

Tier Subcontract Certified Payroll - Add Only on some bills

I want to be able to change Lower Tier Certified Payroll to some bills not all. Need to add a drop down just like we have to Stored materials where we are only requiring it when sub has lower tier sub billing that month.
Guest 10 days ago in Subcontractor Billing 2