Skip to Main Content
Trimble Pay Suggestions Portal
ADD A NEW IDEA

All ideas

Showing 102 of 102

Block vendors from altering their SOV

We would like a setting so we can block our vendors from altering the SOV values. We don't want them to be able to make changes to either their subcontract nor change order items/description/scheduled values.
Guest 7 months ago in Project Setup / Subcontractor Billing 0

Notify Accountant When Invoice Is Submitted

The Accountant role should receive a notification when an invoice is submitted and/or approved. I do not see another way of monitoring the status of the invoice. Any notifications only go to the Approver. Currently I click on each job to see the s...
Guest about 2 months ago in Email Notifications 1 Already exists

Ability to print SOV

Many subcontractors download and print the Application for Payment AND at least 50% of them don't print and upload the SOV. When I bring this to their attention, they are very confused because the SOV is a separate tab. I am unable to print the SO...
Guest 6 months ago in Subcontractor Billing 1

Chat Icon

Please move the chat icon up to the top by the comments icon in the top right corner. The chat icon in the bottom right corner covers information that we need to see on multiple pages.
Guest 7 months ago in Other 0

Export Vendor List

I would like to export my vendor list with addresses, phone numbers, contacts, and contact emails.
Guest 7 months ago in Other 0

More Options for Retainage Release

I would like to be able to release retainage based on how much was retained per month. Sometimes a sub will bill through August, but we have only been owner funded through June. I would like to be able to release retainage through June instead of ...
Guest 7 months ago in Other 0

Templates for invoice approvers & approval levels

It is horrendously time consuming to change the approver sequence and approver members for all projects one by one when trying to implement a revised invoice review workflow. Please implement member configuration templates that can be set up in Co...
Angela A 6 months ago in User Roles & Permissions 1

Multi bank account support for GCs and subs

We would like the ability to connect multiple bank accounts to Trimble Pay as a general contractor (GC) to pay subcontractors for specific projects. Additionally, we’ve received feedback from our subcontractors who sometimes prefer to receive paym...
Guest 3 months ago in Payments 0

Display change order post date on the change order

Display change order post date or import date on the change order in Trimble.
Becky Cannon 7 months ago in Change Orders 0

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 about 1 month ago in Vendor Management 0