All ideas

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...

At the moment i have two 'link vendor' requests in Trimble, one of which I want to approve, the other one i do not want to approve as the vendor is not supposed to be synced with the account it is trying to sync to, but I can't accept one and reje...

Customers would have the ability to build custom document templates when they have new 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 ...

Is there a way to extend the timeout period on the sign-in? I feel like I have to log in 100 times a day.

The General contractor should be able to modify the wording of the email notification so that it is applicable for our policies and timeline to align with our subcontracts. The internal timeline of closing out the accounting month and issuing paym...

Vendor details cannot be sorted by compliance or other fields, only shows up alphabetically

We have a requirement that we mark as non compliant if a PM would like to put a contract on a payment hold or has a notice to cure out for any reason. This flags the payment team to hold payment. We have to go in each contract and mark this as com...

An additional column to the dashboard or a task list button where subs could be alerted and see what is outstanding for them to do such as complete the SOV, upload compliance documents, submit a bill. This would be a fast way for the sub to keep u...