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Set a compliance requirement as compliant by default

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...
Becky Cannon about 1 month ago in Compliance 0

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 11 months ago in User Roles & Permissions 0

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 5 months ago in Reports 0

Report showing how many job a sub is on and current % complete

This would allow us to see how many jobs a current sub is on to determine if they can handle another job and to see how fairly jobs are spread amongst subcontractors
Guest 5 months ago in Reports 1

Submit Retention along with Progress billing

We are being told that a sub cannot bill progress and retention at the same time. The work around is we, the GC, has to click on complete contract. A sub should be allowed to bill both. If the GC does not want them to, they can reject the billing.
Guest 3 months ago in Subcontractor Billing 0

COI bulk download

Would be great for multiple vendors COI to be downloaded by bulk.
Guest 10 months ago in Compliance 2

Restricting specific functions for users

See the attached ticket for an example. Users have too much freedom to do anything in the platform and it's causing issues and confusion. I need the option to be able to "lock down" some users to only perform certain functions. Thank you!
Becky Cannon 5 months ago in User Roles & Permissions 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 5 months ago in Vendor Management 0

Lower Tier Lien Waiver Task List

We would like a task list view dedicated to reviewing lower tier lien waivers. We would like for their to be a company level permission "lower tier officer admin" which can view all lower tier lien waivers across all jobs and a project level permi...
Becky Cannon 5 months ago in Lower Tier Tracking 1

Identification of Vendor Roles

It would be good when we see the Vendor Membors within a company if it would identify the roles of each member. This is helpful as we would know which member to reach out to when we need assistance. For example, only the Admin of the Vendor member...
Guest 8 months ago in Vendor Management 0