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Trimble Pay Suggestions Portal
Categories Other
Created by Guest
Created on Feb 5, 2025

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 takes a really long time. On the main page of each job, can you add a box to select all vendors or multiple vendors and add a "release retainage" box on that same screen? To make it even better, on the same release retainage box, add if those vendors need ALL of the requirements.


This would be super helpful. We can select the major vendors that need ALL of the requirements and retainage released in 1 motion. Then when the screen takes the command and clears, we can select another group of vendors that might not need ALL of the requirements.

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