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Trimble Pay Suggestions Portal
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User Roles & Permissions

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New Project Member Role for Read Only Access

We would like give access to higher-level management to view projects and run reports, but not have the ability to credit projects or edit information. Something similar to 'read-only' access.
Chad Warfel 2 days ago in User Roles & Permissions 0

Either/Or Invoice Approvers

We would like the ability to set up "either/or" approvers in Trimble Pay. Currently, if we set up two approvers, both are required to approve the invoice. This creates challenges on larger projects where certain project managers (PMs) are only res...
Guest 7 days ago in Subcontractor Billing / User Roles & Permissions 0

Dedicated project permission for un-approving invoices.

The ability to unapprove a pay application should be limited to only one role of Admin or Curator. An approver should never have the ability to unapprove a pay application after has been approved, as the cost has likely already hit the job. This c...
Guest 5 months ago in User Roles & Permissions 0

Templates for invoice approvers & approval levels

It is horrendously time consuming to change the approver sequence and approver members for all projects one by one when trying to implement a revised invoice review workflow. Please implement member configuration templates that can be set up in Co...
Angela A 6 months ago in User Roles & Permissions 1