If you're setting up a contract which has already received billing not through Trimble Pay, you may need to update the previously billed amounts on the contract.
By entering the previously billed amounts on the contract, the contract accurately represents what's been billed so far when your subcontractor submits their first bill in Trimble Pay.- From your Dashboard, select the project.
The list of project contracts appears.
- Select the pertinent contract.
- In the Overview pane, select Edit.
- In the Completed & stored to date field, enter the gross invoiced-to-date value.
- Select Save.
- Select Edit SOV.
- Change the From previous column values amounts so that they sum up the Complete & stored to date value you entered in step 4.
- Select Done.
- In the upper-right corner, select Settings.
The Settings panel opens from the right side of the screen.
- In the Number of Previous Approved Applications field, set the value to the correct number of applications approved previously (not in Trimble Pay).
