Trimble Pay + Sage 300 CRE
Get Your Subcontractor Paperwork Under Control
This feature automatically populates a list of Jobs from Sage 300 CRE in Trimble Pay. This list is used to create/update Trimble Pay Projects. This minimizes manual data entry and ensures Sage 300 CRE is the source of truth for Jobs becoming Trimble Pay Projects.
This feature automatically checks for Job updates in Sage 300 CRE and ensures those changes are applied to Trimble Pay. This minimizes manual data entry and ensures consistent Job data across the systems.
This feature automatically pulls AP Vendor information from Sage 300 CRE and then adds or updates any organizations in Trimble Pay that are connected to integrated projects.
This feature handles the use case where an ERP Project is linked to a Trimble Pay Project. When this happens, the integration sends all open subcontract type commitments and accounting lines from Sage 300 CRE.
This feature automatically checks for Change Order updates in Sage 300 CRE and then adds, updates, or deletes Change Orders in Trimble Pay to ensure continuity and accuracy.
This feature is triggered when Invoices are approved in Trimble Pay. Approved invoices are automatically populated in an AP Transaction Entry Batch for Sage 300 CRE for processing.
This feature sends supporting documents from Trimble Pay as attachments. These documents are saved on the Invoice Header in Sage 300 CRE.
Get Your Subcontractor Paperwork Under Control
Reduce Math Errors and Missing Docs
Trimble Pay does all of the payment application math for you and your subcontractors. Any required documents are then generated with all of the information needed so you can be confident things are right, every time.
Increase Efficiency with Streamlined Processes
When you rely on different processes run by different teams, problems occur, teams get frustrated, progress halts. Trimble Pay walks subs through the general contractor’s requirements in a simple UI while doing calculations, conditional logic, and document generation in the background.
Gain an “Easy-to-Work-With” Reputation
You want to be easy to work with. That starts by ensuring that there is little back and forth over money. Check out Trimble Pay to see how you can streamline the flow of compliance and payment information between you and and your subcontractors.
Important Notes:
- This integration is built & maintained by the Trimble Construction Integrations Team on the App Xchange integration platform, and is sold by Trimble.
- A subscription to Trimble Pay is required for this integration. If you are not a customer, and do not have any sales conversations in motion, we can help with an introduction to their sales experts. Let’s talk.
Helpful Resources:
Trimble Product
Built on App Xchange
