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Lower Tier Tracking accumulation

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Jackie Allen 5 months ago in Lower Tier Tracking 1

Require document review/approve before approving invoice

On first level approvers, require all subcontractor uploaded documents to be opened, reviewed and approved before allowing the approval of the invoice. The next reviewer(s) can be assured that the documents have been reviewed for compliance before...
Guest about 1 year ago in Compliance 5

Compliance Document Download

Would be a great benefit if we could download all the compliance documents by type, specifically the COIs, for all vendors all projects at once so when we have to provide them to third parties (insurance audits) we can quickly and easily get all o...
Guest 4 months ago in Reports 0

Compliance requirements trigger each period

Certified payroll for example needs to be collected with each invoice, but it's cumbersome for users to create the same requirment each period.
John Woodis about 1 year ago in Compliance 1

Dates on Compliance Items

Add dates for: creation of compliance item, date compliance item is satisfied by sub, date compliance item is marked compliant by GC; This allows us to track timely submission of requirements from subcontractors.
Morgan Perry 2 months ago in Compliance 0

Announce when changes have been made to the system

Trimble pay is constantly making changes to the system, enhancement, fixes etc, if you could send out a looks whats new or what has been fixed notice would be helpful
Guest 6 months ago in Other 0 Planned

Allow line items numbers to display on change orders

When building the SOV, all the original items have a line item number, which we can use as reference, but all change orders just display 'CO', regardless of how many change orders or change order line items their are. Additionally, when change ord...
Scottie Branson about 1 month ago in Change Orders 0

Wrap line descriptions

Line descriptions on Schedule of Values currently only show a certain number of characters. After that the description disappears and you must hover over each line in order to read it. Wrap longer line descriptions so that they can be read in full...
Guest 4 months ago in Project Setup 0

Drag and Drop Feature

Subcontractor billing section. There are multiple areas to upload a document and it is easy to grab the wrong file when you have to open and select. It would be much easier to drag and drop upload documents
Jenette Timmons 3 months ago in Subcontractor Billing 3

Allow the export of retainage billings to CMiC.

Currently, the integration with CMiC does not support the export of retainage billings. CMiC has provided the Body Parameter called ScschCurrHldbkAmt that should work for this application.
Jodene Vasquez 3 months ago in Integrations 1