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Trimble Pay Suggestions Portal
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Do not allow an invoice to be approved until in compliance

Because TrimblePay Compliance does not interface to Viewpoint, we wanted to use TrimblePay as our main compliance control rather than entering it in both places. But TrimblePay will allow us to pay a vendor even if they're out of compliance.
Jenny Burriss about 2 months ago in Compliance 4

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 11 months ago in Compliance 1

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 4 months ago in Other 0 Planned

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 10 months ago in Compliance 5

fix excel export for Monthly billing summary

the excel download for the Monthly billing summary includes a dollar sign that downloads as a text with a dollar sign instead of a currency. Please remove the dollar sign so that the export comes in as a number
Guest 16 days ago in Reports 0

Create an uncontrolled requirement at certain time periods during project

We would like to start collecting closeout documents at 50% completion and again before retainage is approved.
Guest about 2 months ago in Compliance 0

Download Pay App as PDF for off system notarization

We require notarization on our billing documents from our subcontracts. When a subcontractor downloads a Pay App to notarize it off system it downloads as an excel copy which can be manipulated or changed by the subcontractor. I would like all doc...
Jessica Grigsby 5 months ago in Subcontractor Billing 1

Record who is marking compliances

Trimble should show what member marked a compliance as approved for tracking purposes.
Becky Cannon 4 months ago in Compliance 0

Default Company Billing Requirement Template

The billing requirements are the same on every job. It is time consuming to have to go add these each time we add a job and if they accidentally don't get added it causes issues when we try to look at an invoice after they submit. It would just be...
Robin Fisher 10 months ago in Project Setup 2

Subcontractors Opt Out Of Billing For A Period

There needs to be an option for the subcontractor to decline billing for the month.
Guest 9 months ago in Subcontractor Billing 3