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Trimble Pay Suggestions Portal
Status Already exists
Categories Integrations
Created by Heidi Berland
Created on Apr 15, 2025

Export Approval Date/PM into Vista

It would be very helpful to have the info of when an invoice was approved along with the PM that approved the invoice to export from TrimblePay into Vista. Even if that info could show on the invoice documents somewhere.

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  • Admin
    Ben Conry
    Apr 28, 2025

    @Guest , we have a billing requirement setting that can be turned on for your pay application document which places an approval stamp on the document (see attached pdf below). The stamp includes which users approved the pay app, job name, job number, contract name, contract number (it is called cost code on the stamp), received date, and the final approval date if there are multiple approvers. You can enable this by adjusting your document settings (see screenshot attached below). Let us know if this is what you were looking for?