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Release Retention for all subcontractors at once

Instead of releasing retention on an individual basis, we are looking to have the ability where retention is released for all subcontractors at once. This can help streamline the process and reduce administrative overhead.
Rachael Weil 5 days ago in Subcontractor Billing 1

Preview Option for Controlled Documents - Billing Requirements

Currently our only option to verify changes to custom controlled Documents is to ask a Vendor to generate an invoice and send us a copy. It would be most helpful if GCs had the ability to preview controlled documents, to ensure the document is wha...
Scot Strickland 10 days ago in Other 1

Report showing verified payments and unverified payments

Easily pull a report that can show what subcontractors are verifying their payments and those who are not, including percentage of verified payments as a whole
Guest 3 days ago in Reports 0

Report showing how many job a sub is on and current % complete

This would allow us to see how many jobs a current sub is on to determine if they can handle another job and to see how fairly jobs are spread amongst subcontractors
Guest 3 days ago in Reports 0

Pay Single Invoice Without Marking Entire Period Ready

There are times when we need to process a single invoice through the Trimble Pay payment system without marking the entire project and pay period as "ready to pay." This situation arises when a subcontractor needs to be paid before we receive fund...
Guest 17 days ago in Payments 0

SOV to be approved before 1st pay application submitted

It would be useful to have the SOV be approved before a subcontractor can submit their 1st pay application. This ensures that the SOV lines are correct the 1st time and the subcontractor doesn't have to delete and resubmit their pay application.
Guest 2 months ago in Subcontractor Billing 2

A decline to bill option during a billing cycle you didn't work.

You won't be reminded over and over to bill when you don't have anything to bill that cycle.
Guest 18 days ago in Billing Periods 1

Allow Subcontractor to reference their invoice number for a pay application

When submitting a pay application, we have subcontractors asking for a place for them to enter their ERP system's invoice number. When receiving payment from us, the payment references the invoice number/pay app number that is created by Trimble P...
Christine Schmidt 2 months ago in Subcontractor Billing 1

Ability to control email notifications by user or role

We have several team members that need to be part of a project, but do not need to handle the day-to-day management of the subcontracts/billings. Please add the ability to set email notifications by user (and/or by role) for more tasks. The amount...
Christine Schmidt 2 months ago in Email Notifications 0

Early Pay to Sub

Would like to pay a sub invoice early BEFORE the period is marked as ready to pay. There are many cases where a sub needs funding to do more work or other reasons as a GC we use funding as a way to motivate. Another case is the funding is delayed ...
Guest 11 days ago in Payments 0