Trimble Pay Suggestions Portal
On first level approvers, require all subcontractor uploaded documents to be opened, reviewed and approved before allowing the approval of the invoice. The next reviewer(s) can be assured that the documents have been reviewed for compliance before it gets to them.
All Billing Requirements documents, both Controlled and Uncontrolled. I like the idea of it being switchable at the project level, but the default should be On.
Honestly I would have a toggle of some sort that the office can activate and require 1st reviewer to check all documents. That way it would not be forced on individuals if the company does not deem it necessary.
But the documents I would require someone to check all documents that fall under the Requirements tab. Both Controlled and Uncontrolled requirements. Currently it is way to easy to post a fake document and no one verify that it is not real or not complete before paying the subcontractor.
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On the final invoice, the closeout documents need to be opened and reviewed to verify they submitted correct items. I���m not the one that submitted this suggestion so I can only mention the things that I thought it would be good to have when I voted.
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Hi there, thanks for the feedback. What documents do you need the 1st approvers to explicitly review?