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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

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

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

Arrow down to next line item and/or improve lag time between entries

When billing as a subcontractor there is a long lag time from when I enter a percentage to to when the amount populates. I will click down into the next line item and it won't enter because it is still populating the previous line item. Additional...
Guest 23 days ago in Subcontractor Billing 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
Guest 23 days ago in Subcontractor Billing 2

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 10 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 10 months ago in Subcontractor Billing 0 Planned

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 3 months ago in Subcontractor Billing / User Roles & Permissions 1

Make Vendors List Sortable

Vendor details cannot be sorted by compliance or other fields, only shows up alphabetically
Taylor Schimbke 5 months ago in Vendor Management 0