Payment Roles and Process

Trimble Pay provides the flexibility you need to tailor role assignments to match your organizational setup and requirements.

The roles indicated in this table can be performed by different team members or departments or can be performed by the same person or department.

For example, you could:
  • assign just one person in accounting all of these roles to perform all these actions, or
  • assign all members of your accounts payable team all of these roles to perform all these actions, or
  • assign the entire Accounts Payable team with just the Accountant role, while assigning only a single project manager on a specific project with the Payment Approver role, and only your controller to be the Issuer.
Role nameWhere to set RoleActions to takeRelated Help pages
AccountantCompany levelSet projects and pay periods as Ready to payUpdate Project Pay Period Status
Payment ApproverProjectReview invoices for payment and place on Hold or set as Ready to payPerform a Payment Review
IssuerCompanyFinal review of invoice before payment
  • If issuing payment through Trimble Pay, the person with this role sends the ACH payment.
  • If issuing payment in your ERP system, the person with this role removes payment hold codes or marks invoices as paid, which triggers the unconditional waiver process.

Issue an ACH Payment

Mark an Invoice as Paid

Remove a Payment Hold Code