We would like give access to higher-level management to view projects and run reports, but not have the ability to credit projects or edit information. Something similar to 'read-only' access.
Upload for Paid Pay Apps - Instead of marking each as paid
Being able to upload something that marks pay apps as paid, would greatly lessen the amount of time it takes, rather than individually selecting each pay app as paid, when paid with via our payment system
Reminders for subs to acknowledge payments/release unconditional
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 ...
My subs question regularly how to add a line when setting up the SOV. Tabbing is more convenient, but a lot of people do not understand this without a clear button to press. Any way to have both?
I would like the ability to run the Monthly Billing Summary report across all projects in Trimble Pay. As a finance and accounting leader, it would be highly beneficial to have a company-wide view of which subcontractors have billed, which have no...
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...
Many businesses that don't provide work mobile phone numbers to their entire team need an alternative to SMS authentication. The unavailability of the option to authenticate via a common authenticator app (Google, Microsoft, Duo, etc.) is a signif...
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