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.
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
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...
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
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...
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...