Reports

I would like the ability to run the Monthly Billing Summary report across all projects in Trimble Pay. As a finance and accounting leader, it would be highly beneficial to have a company-wide view of which subcontractors have billed, which have no...

Currently the Compiled Documents report nicely compiles all sub waivers, but misses all lower tier waivers from that same billing period. This causes the additional step of having to go in and out of each vendor file to find the lower tier waivers...

We need to be able to pull just retainage pay applications through compiled documents at the end of a project since we have to manually enter them into our ERP. Pulling them one at a time makes this process take a lot longer. Thanks!

There is currently no way to review the invitation status of our Subcontractors without drilling into each and every project. This makes it difficult to see which Subcontractors have not yet been invited and which have not yet completed acceptance...

Customer would like a report that displays what subcontractors across all projects do and/or do not have lower tiers reported.

It would be helpful to also include the total amount billed before retainage on the billing summary report.

I have the ability to add a before and after filter but not a particular month or billing period. For example Aug 1 2024- Aug 31 2024. Therefore looking at all invoices for the month at once across multiple projects

It would be nice to be able to sort the complied document by either cost code, contract number or alphabetically. Currently the complied document is very random in its order and our project managers have to reorganize in a PDF to send to the owner.

There is currently no way to review which team members/users are assigned to individual projects without drilling into each and every project. In addition, there is no way to see what projects a specific team member is assigned to. Both would be v...

We need to track all sub compliance, especially Certified Payroll reports. We request it be uploaded with each billing, and it would be nice if we could compile a report for each job or vendor (that lists the job) so we can view and print each one...