We would like a setting so we can block our vendors from altering the SOV values. We don't want them to be able to make changes to either their subcontract nor change order items/description/scheduled values.
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.
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...
It would be helpful if we were able to download the reports, the way it was, instead of having to wait for an email then clicking on 'Download report' from the email.
Maria Basargin
8 months ago
in Reports
1
Will not implement
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...
Give ability to control frequency of compliance notifications
For compliance notifications, it would be helpful to have the ability to control the frequency of notifications, specifically the Expiration Advanced Warning. Currently, a notification is sent each day beginning 30 days prior to expiration of a do...
It would be good when we see the Vendor Membors within a company if it would identify the roles of each member. This is helpful as we would know which member to reach out to when we need assistance. For example, only the Admin of the Vendor member...
Dedicated project permission for un-approving invoices.
The ability to unapprove a pay application should be limited to only one role of Admin or Curator. An approver should never have the ability to unapprove a pay application after has been approved, as the cost has likely already hit the job. This c...
Report showing verified payments and unverified payments
Easily pull a report that can show what subcontractors are verifying their payments and those who are not, including percentage of verified payments as a whole