All ideas

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 ...

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...

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 ...

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....

Currently, all team members under the "company accountant" role receive the "Official unconditional is available" email notification. This is unnecessary since not all accountants are involved in all projects. The project team members who are assi...

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 ...

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.

Currently, when we export a retainage invoice from Trimble Pay to Vista, it creates both a $0 AP invoice and a release retainage batch. However, since we’re not always ready to release the retainage for payment, we have to manually delete the rele...

Please add the project number to reports, report filters, on screen displays and on screen filters.

Right now, I’m going through and leaving individual comments for each one, but I feel like there should be a better way. We are essentially still having to chase these. I saw in an old payment training video in the help center that it would alert ...