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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 8 months ago in User Roles & Permissions 0

Archiving Contracts

The ability to archive contracts that are not being handled in Trimble but are automatically imported from the ERP.
Becky Cannon 10 months ago in Project Setup 0

Automate Retainage release

The current process requires 4 steps to release retainage for each subcontractor. 1) Select job, 2) Select vendor, 3) Select Retainage, 4) Select Release retainage... Then repeate... When we have a large job with a ton of vendors, this process tak...
Guest 5 months ago in Other 0

Update Retainage Release notification

When Retainage is released, Triemble Pay automatically emails the subcontractor and states "Retainage has been released, please log in to submit your payment". This waste everyones time as the sub then logs onto Triemble Pay only to find out they ...
Guest 5 months ago in Email Notifications 1

Add attachments to Change Orders

We would like to be able to attach a document to a change order. This allows GC and sub to see the details of the revised scope, or show the subcontractor the details of a backcharge.
Cindy DiCosola 4 months ago in Change Orders 0

Unit Billing

Add unit billing capability to subcontractor billing, i.e., 100 SF (unit) @ $10 (rate).
Ashley Raineri 9 months ago in Integrations / Subcontractor Billing 0 Planned

Allow amounts for Conditional Final to be changed.

Many times, a sub is owed for prior pay apps due to compliance or payment issues, but we would like the sub to bill their final billing. We should allow a sub to change the conditional final to include amounts owed to them to make them final.
Sandra Brown 3 months ago in Subcontractor Billing 0

Allow Multiple Accounts per User Email

We have multiple divisions and Joint Ventures that are managed by our Accounting Team - which all use the same email address. Having to create a separate email address for each division to manage the financials is a hassle. Please create a way to ...
Guest 3 months ago in User Roles & Permissions 0

Admin reports are needed for managing users.

There is currently no way to review which team members/users are assigned to individual projects without drilling into each and every project. In addition, there is no way to see what projects a specific team member is assigned to. Both would be v...
Scot Strickland 10 months ago in Reports 0

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 10 months ago in Project Setup / Subcontractor Billing 0