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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 about 1 year ago in Project Setup 3

Compliance Document Download

Would be a great benefit if we could download all the compliance documents by type, specifically the COIs, for all vendors all projects at once so when we have to provide them to third parties (insurance audits) we can quickly and easily get all o...
Guest 5 months ago in Reports 0

Invitation Report

A report that would show you which vendors have not received invitations to each project. At this time, you have to go into each one to check which ones are not invited.
Guest 4 months ago in Reports 0

Wrap line descriptions

Line descriptions on Schedule of Values currently only show a certain number of characters. After that the description disappears and you must hover over each line in order to read it. Wrap longer line descriptions so that they can be read in full...
Guest 5 months ago in Project Setup 0

Ability for subs to electronically sign compliance docs

It would be helpful if subs could electronically sign compliance documents. For example, the ability to electronically sign a subcontract agreement in Trimble Pay. (Similar to how they can sign the billing requirements).
Guest about 2 months ago in Compliance 0

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 about 1 year ago in Reports 2

Split Payment Payee Details for Joint Checks

We need to split payments sometimes for joint check agreements. The split payments amount currently doesn't allow us to name who the payee is for those joint checks. We can only list the prime sub that the subcontract is assigned to.
Guest 7 months ago in Payments 0

Drag and Drop Feature

Subcontractor billing section. There are multiple areas to upload a document and it is easy to grab the wrong file when you have to open and select. It would be much easier to drag and drop upload documents
Jenette Timmons 5 months ago in Subcontractor Billing 3

Display Paid Status for Subcontractor Pay Applications in Invoice History

There is currently no way for our operations teams to see in Trimble Pay whether or not a Subcontractor Pay Application has been paid from Vista. This forces them to go back to the ERP and run a report, defeating the 'one stop' Subcontractor invoi...
Scot Strickland about 1 year ago in Subcontractor Billing 0 Planned

Allow the export of retainage billings to CMiC.

Currently, the integration with CMiC does not support the export of retainage billings. CMiC has provided the Body Parameter called ScschCurrHldbkAmt that should work for this application.
Jodene Vasquez 5 months ago in Integrations 1