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
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...
It would be nice to be able to maintain internal notes for each contract so that when multiple reviewers are involved, they can communicate to each other why an invoice hasn't been approved yet and keep tabs on updates.
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.
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...