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Dates on Compliance Items

Add dates for: creation of compliance item, date compliance item is satisfied by sub, date compliance item is marked compliant by GC; This allows us to track timely submission of requirements from subcontractors.
Morgan Perry 4 months ago in Compliance 0

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.
Jenny Burriss 6 months ago in Compliance 4

Record who is marking compliances

Trimble should show what member marked a compliance as approved for tracking purposes.
Becky Cannon 8 months ago in Compliance 0

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 7 months ago in Payments 0

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 about 1 year ago in Subcontractor Billing 1

Either/Or Invoice Approvers

We would like the ability to set up "either/or" approvers in Trimble Pay. Currently, if we set up two approvers, both are required to approve the invoice. This creates challenges on larger projects where certain project managers (PMs) are only res...
Guest 8 months ago in Subcontractor Billing / User Roles & Permissions 1

You need to create a way to merge duplicate vendors. The vendor data bases are becoming a mess

We keep getting duplicate vendors in our vendor database, but you can't do anything to clean it up because both duplicates are usually already assigned to at least one job, thus preventing us from deleting them. You guys really need to make a way ...
Guest 9 months ago in Vendor Management 0

Filter by uncondtional waiver status or a report

Under Payments and Waivers >Invoices it would be great if you could filter by locked unconditionals. We have some vendors that get behind and need reminders to log in and verify payments. It would be helpful to filter by locked/unlocked status....
Guest 9 months ago in Unconditional Lien Waiver Collection 0

Enable a billing requirement to be waived for one contract for the current invoice only

This would address the problem that there is no way to set up a billing requirement that is applicable to every single billing except for the first one. This would also help us use the 'Require' setting more often and more effectively. It is very ...
Angela A about 1 year ago in Subcontractor Billing 0

Lien waiver signatures need to be manual with audit trails

Lien waiver "signatures" are auto-generated, filling the name attached to the login. This creates several invalid waivers when: The member name is incomplete or incorrect (no last name or an email for a last name)_ vendors share login credentials ...
Cindy DiCosola 9 months ago in Unconditional Lien Waiver Collection 1