Working with Exported Records
The Exported Records tab is displayed only if your organisation uses Textura Link Cloud for integration. The Exported Records tab lists all records that were exported. From this page, you can update progress claim numbers and select subcontractor records for re-export to an accounting or Enterprise Resource Planning (ERP) system.
Caution: Incorrect use of this page can lead to payments being missed or progress claims being paid multiple times. Contact your Textura representative if you think you need to use this feature.
The following page elements are displayed on this page:
- Save Exported Status button: Select to save and re-export the selected items to your accounting system.
- Record Type drop-down menu: Select the type of exported record you want to view: Progress Claim, Progress Claim Rejections, Documents, or Payments.
- Saved Filters drop-down menu: Select from standard filters, save filter options, or manage your filter options. To filter, type or select your filter parameters from the filter row.
- Reset Filters button: Clears the filter selection.
- Resend tick box: Select to mark records for re-exporting.
- Gear menu: Choose from the following options:
- Edit Progress Claim Number: Select this option to modify the progress claim number. You cannot edit this number after the funds are disbursed.
- Mark as Success: This option is displayed only for failed records. Select this option to change the status of failed records that you have successfully exported manually.
- View Audit Report: Select to view the audit report of an export job.
- View Export File: Select to download the file that was generated by the export job.
Tips:
- Select the Job Number hyperlink to navigate to the Export Jobs tab to view the selected job.
- For Document record type, you can filter to view Billing Documents, Statutory Declarations, or both.
Note: Progress claim numbers are appended for claims that were rejected, removed from a period, and then re-invited to participate in the same period.