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Preview Option for Controlled Documents - Billing Requirements

Currently our only option to verify changes to custom controlled Documents is to ask a Vendor to generate an invoice and send us a copy. It would be most helpful if GCs had the ability to preview controlled documents, to ensure the document is wha...
Scot Strickland 12 months ago in Other 2

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 over 1 year ago in Compliance 5

Subcontractor Invitation Status Report

There is currently no way to review the invitation status of our Subcontractors without drilling into each and every project. This makes it difficult to see which Subcontractors have not yet been invited and which have not yet completed acceptance...
Scot Strickland over 1 year ago in Reports / Vendor Management 0

Reporting Stored Materials per AIA Rules

When a subcontractor bills for stored materials on pay app#1, currently when pay app#2 is generated, stored materials are moved to previously drawn. However, there are instances when stored materials need to stay in the stored materials column unt...
Jessica Grigsby over 1 year ago in Subcontractor Billing 2

Allow Canadian Addresses

Trimble doesn't allow the initial registration of Canadian addresses. This requires users to enter a United States address, and then change it once registered. This confuses companies and makes them concerned that the system they're using is not l...
Guest 4 months ago in Vendor Management 0

Allow change order SOV edits

Allow change orders to be further broken out in the SOV by the subcontractor just like the original contract
Christi Johns over 1 year ago in Change Orders 1

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 over 1 year ago in Subcontractor Billing 2

Bring the plus sign back to add lines on the SOV

My subs question regularly how to add a line when setting up the SOV. Tabbing is more convenient, but a lot of people do not understand this without a clear button to press. Any way to have both?
Becky Cannon about 1 year ago in Subcontractor Billing 0

Compliance requirements being tied to SOVs and balance to finish

Example: closeout documents need to be triggered when the subcontractor bills for retainage.
John Woodis over 1 year ago in Compliance 1

Lower Tier - Report

Customer would like a report that displays what subcontractors across all projects do and/or do not have lower tiers reported.
Molly Dickerson over 1 year ago in Reports 2