Billing Process for Subcontractors
Overview
When your Main Contractor opens a period and invites you to submit your payment application, you will receive an email notification notifying you to enter your billing details. In addition, a project task is also created inviting to enter billing details. Log into Textura here if you have elected not to receive email notifications. Selecting the Enter Billing Details project task from the Project Home page opens the Billing Workflow.
Use the Billing Workflow to:
- enter stored materials
- record billing details
- enter payments made to Sub-Tiers
- add additional information (hours worked and licenses/certifications)
- review your final payment application
- sign your payment application
FAQs
- I cannot bill or sign any documents
You may not have the correct user permissions or project roles to perform these actions. If you are an Enterprise or Local Administrator, you can review and update your user permissions on the User Profile. To bill , you need the Manage Projects permission. If you are managing compliance documentation you need the Manage Compliance permission. If you need to sign documents, you need the Sign on Behalf of the Company permission.
If your user permissions are correct, review the user permissions assigned to you for the project.
- From the Project Setup menu at the top of the Project Home page, select User Roles.
- On the User Roles page, ensure you have the following user role assigned to you, depending on which action you need to perform:
- Project Manager: Assign or reassign project responsibilities, whether or not they are Administrators
- Compliance Manager: Manage document compliance
- Signer: Sign project documents on behalf of the company, including the payment application.
In order to bill on TPM, you need at least one user in your organisation assigned to each role.
Note: Only Enterprise Administrators, Local Administrators, and users who were already assigned the Project Manager (PM) user role can assign user roles. If you are not an administrator or for your organization or a PM for the project on TPM and you need to be assigned one of these roles, contact an administrative Textura user in your organization or the project's PM for assistance.
- If you are already a PM or an Administrator, select the Signer user role to allow yourself to sign documents.
- When finished selecting your desired user roles, select the Save button.
- I do not see any open periods to submit my payment application
Contact your Main Contractor organisation to confirm they opened the period. Your Main Contractor can invite you to submit your payment application when the period opens.
- I missed the cutoff date to enter my payment application
Contact your Main Contractor organisation to see if they can invite you to submit your payment application for the current period. They may be able to submit the payment on your behalf or you can submit it in the next open period.
- I submitted my payment application, but need to adjust my final amounts
Once your organisation fully submits a payment application, only the approving organisation—often the Main Contractor—can adjust the amounts in the same period. Try contacting your approving organisation to see if they can adjust your application.
If your payment application cannot be updated during the present period, you can bill against the incorrect amounts in a future period.
- What happens if the Main Contractor rejects my payment application
Textura will send an email notifying all Project Managers for that project that the payment application was rejected by the Main Contractor. The email should include a detailed reason for the rejection. The rejected application will then need to be re-signed and resubmitted.
Additional Resources
- In-App Help: In the application, click the ? > Help for this Page in the top right corner of your page. The Help topics presented are context sensitive to the page you are on.
- Documentation Library
- Support
Related Topics
Working with your Billing Workflow for Subcontractors
Submitting your Payment Application
Last Published Monday, February 5, 2024