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.
We have some subcontractors that need to be paid weekly. As Trimble Pay applies hold codes to all invoice regardless of the set up in PM we have to babysit this process manually. We would prefer to control this aspect through PM subcontractors. Tr...
Consolidate Change Orders into Original SOV lines when CO is created against existing item.
The current display of Change Orders in the Contract SOV is very unmanageable on contracts with multiple change orders. When a Change Order is created in Vista against an original SOV item it becomes part of that item in Vista, this should carry t...
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...
It would be helpful if we were able to download the reports, the way it was, instead of having to wait for an email then clicking on 'Download report' from the email.
Maria Basargin
about 1 month ago
in Reports
1
Will not implement
Pull Lower Tier Waivers into Compile Documents Report
Currently the Compiled Documents report nicely compiles all sub waivers, but misses all lower tier waivers from that same billing period. This causes the additional step of having to go in and out of each vendor file to find the lower tier waivers...
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 ...
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