Integration Home

Introducing a new Integration Home page. This page provides easy access to all import and export related tasks from within a single page. The Integration Home page replaces the following pages: Import Accounting Info, View Imports, Generate Exports, and View Exports.

Access the Integration Home page from the Tools menu. This page is accessible to users who have the Manage Interfaces permission enabled and have an accounting package selected.

Video: Tour the Integration Home

See the Integration Home help for more information.

Invoice Upload and Download

It is now much easier to pull invoice data from TPM and to upload your invoice values back to TPM.

Download your complete work breakdown and invoice values from the Load from File option on the Enter Invoice page. Once downloaded, you can modify the values in Excel and upload the new values back to TPM. The upload will update billing amounts for any lines existing in the file.

You can also use the download feature to save the invoice values for your own records.

Video Spotlight

Enhancements

Project Participants Page: The Project Participants page has been updated. The page now supports filtering and allows you to export contact information for individuals working on your projects.

General Contractors

Split Payments: You can now edit the Check Number and Payment Date fields at any time, even after disbursing payment. This allows you to maintain this information if you write a joint check after paying a Subcontractor on TPM.
Textura Analytics: You can now see subcontract level detail in the Draw Performance dashboard. Simply select a project from the Details table to view key milestones for each of the Subcontractors in the draw. This includes information such as days to submit, days to approve, and days to pay an invoice. Use the subcontract level data to monitor approval or payment delays in a draw to find trouble spots.

Subcontractors

Subcontractor Direct Financing Enrollment: Enhancements to the Subcontractor Direct Financing (SDF) streamline the enrollment process. If your organization has at least one SDF-eligible contract, an enrollment dialog box will display on the Project Home page for that project.

The dialog box includes an overview video and frequently asked questions. You can also see your complete enrollment history: the date of enrollment, enrollment status, name of the individual who either accepted or declined enrollment, and the reason why an administrator declined to enroll in SDF.

Additionally, you can also more easily see TPA-enrollment status on the following pages: Enter Invoice, Send to Signer, and Sign Document.
Oracle Cloud Store Updates: The process for setting up a new account is now easier. Instructions are more clear and you will receive an email when you finish the TPM provisioning process on the Oracle Cloud Store.

Last Published Wednesday, August 7, 2024