Project Setup

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...

The ability to archive contracts that are not being handled in Trimble but are automatically imported from the ERP.

We would like a setting so we can block our vendors from altering the SOV values. We don't want them to be able to make changes to either their subcontract nor change order items/description/scheduled values.

When setting up a new project, all of the required fields are asterisked in red, which is fine and dandy but the system does not actually require the user to interact with any of the fields that Trimble pay pre-filled with values other than 'Requi...

Document Forwarding settings need to provide a way to specify what attachments are forwarded and in what format they should be forwarded. We have document forwarding set up to forward approved invoices to our semi-automated financial operations pl...