I would like to be able to release retainage based on how much was retained per month. Sometimes a sub will bill through August, but we have only been owner funded through June. I would like to be able to release retainage through June instead of ...
Many subcontractors download and print the Application for Payment AND at least 50% of them don't print and upload the SOV. When I bring this to their attention, they are very confused because the SOV is a separate tab. I am unable to print the SO...
Invoice compiler- option to add 'pending' pay apps
Can more filters be added to the invoice compiler (ie pending pay apps waiting for approval)? Some of our PMs send a pencil copy to our owner with pending sub pay apps before being approved and right now the only option is to go into each contract...
Please move the chat icon up to the top by the comments icon in the top right corner. The chat icon in the bottom right corner covers information that we need to see on multiple pages.
Reminders for subs to acknowledge payments/release unconditional
Right now, I’m going through and leaving individual comments for each one, but I feel like there should be a better way. We are essentially still having to chase these. I saw in an old payment training video in the help center that it would alert ...
When we reach out for support through the Trimble Pay platform, we receive emails indicating when a support request # is generated and updated. These support requests seem to have an open/closed status that is carefully monitored because we have n...
Reports that show all invoices for a billing period
I have the ability to add a before and after filter but not a particular month or billing period. For example Aug 1 2024- Aug 31 2024. Therefore looking at all invoices for the month at once across multiple projects
Would love to see the ease of accessibility to Trimble Pay through a mobile app. Request info: Company - Malitz Construction, Inc. Customer Contacts: Ryan Malitz ryan@malitzconstructioninc.com Robin Fisher robin@malitzconstructioninc.com Jessalyn ...
It would be helpful to be able to move a billing period to a different period. When reopening the billing period recently the wrong period was selected, and several subcontractors were assigned to a previous period than the one that had just closed.
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