Require a Vendor to Link a Bank Account

You can designate which Subcontractors Trimble Pay should prevent from billing until after they've connected the bank account which will receive the payments you issue.

These steps apply only if you issue payments to your subcontractors through Trimble Pay.
To make connecting a bank account a prerequisite for submitting an Application for Payment:
  1. In the left-hand sidebar, select Vendors.
  2. Locate and select the row for the vendor you want to require linking a bank account.
    The vendor information screen opens.
  3. Select the checkbox named Block invoice submission if payments account isn't set up.
    A confirmation appears on screen.
If the subcontractor hasn't linked a bank account, Trimble Pay prevents any attempts to submit an Application for Payment, instead prompting the user to finish linking their bank account.