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Trimble Pay Suggestions Portal
Categories Project Setup
Created by Robin Fisher
Created on Sep 4, 2024

Default Company Billing Requirement Template

The billing requirements are the same on every job. It is time consuming to have to go add these each time we add a job and if they accidentally don't get added it causes issues when we try to look at an invoice after they submit. It would just be nice if it automatically populates since they are always the same.

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  • Scot Strickland
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    Sep 19, 2024

    We use multiple Billing Requirement Templates, however 90% of projects use the main template, being able to set this to apply as a default on new projects and then only have to update the 10% that use a different template would be most helpful.