All ideas

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....

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...

Having the vendor number in the vendor information makes it easier for the Payment Approver to research items when an issue occurs.

This would be useful so we can view to make sure any duplicate vendors are accurate and make sure address are updated correctly,

Add unit billing capability to subcontractor billing, i.e., 100 SF (unit) @ $10 (rate).

I have the ability to add a before and after filter but not a particular month or billing period. For example Aug 1 2024- Aug 31 2024. Therefore looking at all invoices for the month at once across multiple projects

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 ...

It would be nice to be able to sort the complied document by either cost code, contract number or alphabetically. Currently the complied document is very random in its order and our project managers have to reorganize in a PDF to send to the owner.

There is currently no way to review which team members/users are assigned to individual projects without drilling into each and every project. In addition, there is no way to see what projects a specific team member is assigned to. Both would be v...

The ability to archive contracts that are not being handled in Trimble but are automatically imported from the ERP.