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Consolidate Compliance info into one Line Item

I would like to be able to click into a project, click compliance, then see at a glance which vendors are completely in compliance. As it is I have to first sort by vendor, then check each individual line to verify. Visually its very clunky.
Guest 5 months ago in Compliance 0

Add project number to reports and filter windows

Please add the project number to reports, report filters, on screen displays and on screen filters.
Christine Schmidt 5 months ago in Project Setup 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 11 months ago in Reports 2

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 9 months ago in Subcontractor Billing 1

Add Description field for Uncontrolled Billing Requirements

The current automatic naming for uploaded Uncontrolled Billing Requirement documents does not allow for any way for Subcontractors to include their file name or document description which makes more challenging to know what documents have been sub...
Scot Strickland 9 months ago in Subcontractor Billing 1

Early Pay to Sub

Would like to pay a sub invoice early BEFORE the period is marked as ready to pay. There are many cases where a sub needs funding to do more work or other reasons as a GC we use funding as a way to motivate. Another case is the funding is delayed ...
Guest 3 months ago in Payments 0

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 9 months ago in Subcontractor Billing 0 Planned

Subcontracts marked "Contract Complete"

11:49:54) Shella: Thank you. (11:50:54) Shella: Can I ask another question? (11:51:49) Emily Gutoski: I spoke to our team and it looks like the ERP# is from your integration so we can identify issues a little easier. (11:52:00) Emily Gutoski: Yes!...
Guest 25 days ago in Email Notifications 0

Add Description field for uploaded compliance documents.

The current automatic naming for uploaded Compliance documents does not allow for any way for Subcontractors to include their file name or document description which makes more challenging to review compliance at a high level.
Scot Strickland 9 months ago in Compliance 2

Vendor Project List

Within a vendors profile in Trimble Pay, I’d like to have a tab that displays a list of all the jobs associated with that vendor. This view should include the job name, job number, contract name, contract number, and indicate whether the job is ac...
Guest about 2 months ago in Vendor Management 0