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COI bulk download

Would be great for multiple vendors COI to be downloaded by bulk.
Guest about 1 month ago in Compliance 2

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
Kate Hopewell 3 months ago in Reports 1

Export Vendor List

I would like to export my vendor list with addresses, phone numbers, contacts, and contact emails.
Guest 3 months ago in Other 0

More Options for Retainage Release

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 ...
Guest 3 months ago in Other 0

Ability to print SOV

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...
Guest 3 months ago in Subcontractor Billing 1

Unit Billing

Add unit billing capability to subcontractor billing, i.e., 100 SF (unit) @ $10 (rate).
Ashley Raineri 2 months ago in Integrations / Subcontractor Billing 0

Internal Notes for Each Contract

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.
Angela A 19 days ago in Subcontractor Billing 0

Chat Icon

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.
Guest 3 months ago in Other 0

ADD DESCRIPTION OF BUSINESS TYPE

ADD S-CORP OR INCORPORATION TO LIST OF BUSINESS TYPES UNDER COMPANY SETTINGS
Guest 20 days ago in Vendor Management 1 Will not implement

Support for Adding Controlled Requirements

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...
Angela A 23 days ago in Subcontractor Billing 0