Multi-company Support

All the automation benefits of an integration - billing, approvals, payments, and more - can now be leveraged on your projects from ALL companies and divisions.

If Trimble Pay is integrated with your ERP, and if you have multiple companies or divisions set up in your ERP, you no longer have to choose which one you want to import from. You can now import projects from all of them.

If you would like to learn more about an integration with your ERP, see Spectrum Integration Overview or Vista Integration Overview.

Greater Data Consistency and Control

• If the general contractor has already input information about a vendor they have invited to Trimble Pay, the vendor cannot override that information when they are setting up their Trimble Pay account.
• Trimble Pay users cannot remove the vendor assigned to a contract, if the contract is integrated with your ERP. To ensure that there is one reliable source of truth, vendor changes for integrated contracts can be made only in the ERP system.

Easier Compliance Document Management

Until now, general contractors could delete uploaded compliance documents only from the Compliance tab under Projects.

You can still do that, and with this release, you can also delete them from the Vendor Compliance tab.

Greater Contract Status Clarity

Prior to this release, even when subcontractors entered billing amounts, if they did not end up submitting the Application for Payment, the Contract status shown to the general contractor was "$0.00 approved this period".

Now, when Trimble Pay detects that the subcontractor has entered billing amounts, the status displays as "Pending submission".

Two-factor Authentication Required for Banking Changes

While using two-factor authentication for signing in remains optional on a user-by-user basis, now all users must at least set up two-factor authentication.

This new requirement is timed with improved security in certain areas of the Trimble Pay application which now require two-factor authentication to proceed.

This dual approach means all users can access most resources with just their login credentials (just like before), but starting now the application prompts them to step up their authentication when they attempt to access certain resources.

You can see an example of this new requirement in the steps to Connect an Online Bank Account.

Bank Account Changes Require Approval

To further reduce the risk to general contractors, Trimble Pay now requires your approval before payments can be deposited into a new or changed bank account.

When the subcontractor enters new or changed banking information, Trimble Pay sends a prompt to the Accountant role at the general contractor organization. The Accountant must approve the account before payments can resume. If the account change is rejected, future payments are held until an approved account is in place.

For step-by-step instructions and more details, see Review a Linked Bank Account.

Change an Invoice Number

If Trimble Pay is integrated with your ERP, Trimble Pay automatically generates the invoice number when you export an Application for Payment to your ERP. The formatting for the invoice number is most commonly formatted as subcontractNumber-payAppNumber.

With this release, you have the option to manually edit the Trimble Pay invoice number so that it can be successfully exported. See Edit an Invoice Number.

Option to Change the EIN

Though rare, there are occasions when changing the Employer Identification Number (EIN) entered in Trimble Pay is warranted. Admins in subcontractor organizations can now remove and replace the existing EIN.

See Enter a New EIN.

New Monthly Billing Summary Report

This new report provides billing amounts for each contract for a given pay period. This can be especially useful when generating owner sworn statements, or if you just want an easy way to know which subs billed for a given month.

Updated Compiled Documents Report

Previously, this report has included only approved invoices. Now you can now choose which invoices to include based on their approval status.

For example, to help accurately cover your expenses for the period, you can include pending invoices that you expect to get approved within the pay period.

When you generate the report, choose from Approved invoices, Pending invoices, or both.