Set a Default Billing Period for All Projects
A project's billing period is the date range that subcontractors are permitted to submit Applications for Payment. You can establish a billing period date range which Trimble Pay will assign by default to each project at the moment you create it.
You must be a Project Admin or Curator to take these steps.
Note: If you want to set a default billing period for only a single project, see Set Default Billing Period for a Project.
It can be useful if the project has a default billing period applied automatically, but you can adjust a given project's default billing period at any time. You can also adjust a project's billing period month to month.
To set the default billing period for all projects:
- In the left-hand sidebar, select Company settings.
- Among the tabs at the top of the screen, select Billing periods.
- Enter a Start date.
- Enter the End date.
- In the in the upper right-hand corner of the screen, select Save.
