Connect a Bank Account to Receive ACH Payments - Manual

By providing your bank routing and account numbers, you can securely designate the account which should receive payments from your general contractor.

  • You must be a company Admin to take these steps. If you need this role, you can request it from any current Admin. To review role definitions, see Company User Roles.
  • If you are making a change to an already-linked bank account, no future payments can be issued until the general contractor reviews and approves the new information.
  • To use or change bank accounts for payment, you must enable multifactor authentication (MFA) for your Trimble ID. For more information, see Set Up Your Trimble ID MFA Methods.
Note: This method relies on you entering your bank account information and responding to a micro deposit; it can take 1-2 business days to receive it in the bank account you set up.

If you want to link your bank account more quickly by signing in to your bank's website, see Connect an Online Bank Account to Receive ACH Payments.

To link a new bank account or make changes to an already-linked account:
  1. Log in using an Admin role.
  2. In the left-hand sidebar, select Company settings.
  3. Among the tabs at the top of the screen, select Payment info.
    Note: If you don't see payment information, you need to enable multifactor authentication (MFA) for your Trimble ID. For more information, see Set Up Your Trimble ID MFA Methods.
  4. If not already completed, enter your Employer Identification Number (EIN) and select your Business Type.
  5. Select Save.
  6. If you are entering new banking information, select the trash can icon to remove the existing entry.
  7. Select Link bank account.
    An informational message displays about Plaid.
  8. Select Continue.
    A window with a list of banking institutions appears.
  9. Scroll to the bottom of the list and select Link with account numbers.
  10. Follow the Plaid prompts to complete the process.
    After completing the bank account connection steps in Plaid, Plaid will send you a micro deposit within 1-2 business days. Once you receive the micro deposit, you must complete the remaining steps in order to fully connection your bank account and be able to receive payments.
    Important: If you do not complete the following steps you will not be able to receive payments.
  11. Upon receiving the micro deposits, return to Trimble Pay and go to Company Settings > Payment info.
  12. Select Verify account.
  13. Follow the Plaid prompts to complete the process.
Trimble Pay sends your general contractor a notification to review the new/updated bank account. Once approved, all future payments will be directed to the bank account you've just designated.