Generate a Document Export

Tailor a document package to your needs, including its format.

Exporting documents in Trimble Pay consists of:
  • choosing the type of report you want
  • identifying which contracts you want to include
  • choosing whether to include documentation
  • generating the report

To generate and export a set of documents:

  1. In the left-hand sidebar, select Reports.
  2. Under Document Export > Compiled Documents, select Configure.
  3. Use the dropdown menus to identify the project, pay period(s), and contract(s) you want to include in the report.
  4. For each document listed in the Available box that you want to include in the report, drag and drop it into the Selected box.
  5. Choose whether to combine documents, whether to include headers, which types of invoices you want to include, and how you want to sort them.
  6. Select Generate export.
The report output depends on your selection in the Pay period dropdown:
  • If you selected All pay periods, Trimble Pay emails the report to you.
  • If you chose a single pay period, the application displays a download link you can use to download the report.