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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 8 months ago in Compliance 0

Vendor Project List

Within a vendors profile in Trimble Pay, I’d like to have a tab that displays a list of all the jobs associated with that vendor. This view should include the job name, job number, contract name, contract number, and indicate whether the job is ac...
Guest 10 months ago in Vendor Management 0

PO Integration between Vista and TP

Need to have the ability to sync and integrate POs from Vista into Trimble Pay. We have Procore project management and with the limitation of one integration into a project we need to have this be Vista in order to allow automated syncing and curr...
Guest 6 months ago in Integrations 0

I would like the ability to adjust the accounting period on a project level.

We only have the ability to change the billind period on a project level, but can't adjust the accounting period. Some jobs bill from 16th-15th of the month.
Heidi Berland 10 months ago in Billing Periods 0 Planned

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...
Guest over 1 year ago in User Roles & Permissions 0

Make the Finalized Application Downloaded into One Document

No description provided
Guest 6 months ago in Billing Periods 1

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
Guest 11 months ago in Reports 0

Make Vendors List Sortable

Vendor details cannot be sorted by compliance or other fields, only shows up alphabetically
Taylor Schimbke about 1 year ago in Vendor Management 0

Archiving Contracts

The ability to archive contracts that are not being handled in Trimble but are automatically imported from the ERP.
Becky Cannon over 1 year ago in Project Setup 0

Manage Retainage Release Timing in Vista Export

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...
Alexis Wenger 11 months ago in Integrations 0