Payment Hold Settings

Variation

Require Variation Compliance tick box

Choose this setting to automatically place holds on payments to any Subcontractor out of compliance with allocated variations. Contact your Textura implementation team if you think you need to use this setting.

Progress Claim

Track negative progress claims and apply contract-wide payment holds tick box

Choose this setting to track negative progress claims and hold payments. All payments on the contact are automatically placed on hold if a negative value progress claim is submitted by a Subcontractor. The Project Manager and Disburser can coordinate to identify positive progress claims that can be used to balance negative amounts by creating split payments. You must release the holds manually from the Edit Payment Status page. You can either manually release the hold on the negative progress claim to simultaneously release all holds on the contract, or release each individual hold on a positive progress claim.

Track Overbilled Contracts tick box

Choose this setting to automatically place holds on payments to any Subcontractor with a billed amount greater than the current contract value.

Track Progress claims with Stored Materials tick box

Choose this setting to automatically place holds on payments to any Subcontractor with billed stored materials.

Track Split Payments tick box

Choose this setting to automatically place holds on payments to any Prime Subcontractor who has a split payment. A Project Manager must manually release Progress claim Holds on the Edit Payment Status page.

Track Failed Progress claim Exports

Choose this setting to place automatic holds on all progress claims that are exported. The hold is automatically released when an export receipt is received from the ERP. This setting is available to Head Contractors for projects that have ERP receipts enabled. Head Contractors can use the Edit Payment Status page to manually release this hold. This setting is displayed only if it has been enabled by your Textura administrator.

Statutory Declaration

Prior Period

Hold Payment for missing prior period unconditional statutory declarations tick box

Choose this setting to require the system to place a hold on payments for any Subcontractor missing Sub-Tier Subcontractor and Material Supplier statutory declarations from a previous period.

Automatically apply a payment hold when sub-tier prior period progress claim doesn't have a statutory declaration

Off by default. Select this option to automatically apply payment holds when a Prime Subcontractor is missing a Sub-Tier statutory declaration from a previous period. When you do not activate this setting, you will need to manually apply statutory declaration holds from the Manage Statutory Declarations page.

Current Period

Hold Payment for missing current statutory declarations tick box

Select this setting to require the system to place a hold on payments for missing Sub-Tier statutory declarations.

Sub-Tier Statutory Declarations

Select from four options:

Automatically apply a payment hold when sub-tier current period progress claim doesn't have a statutory declaration

Off by default. Select this option to automatically apply payment holds when a Prime Subcontractor is missing a Sub-Tier statutory declaration from the current period based on the Sub-Tier Lien Statutory Declaration Option you selected. When you do not activate this setting, you will need to manually apply statutory declaration holds from the Manage Statutory Declarations page.

Enabling Automated Holds:

You can enable the Automatically apply a payment hold setting when creating or modifying a project.

When this setting is enabled, the system reviews all open periods related to the project and automatically places a hold on Subcontractors with missing Sub-Tier statutory declarations. Note, this process runs in the background and can take up to a minute complete.

Sub-Tiers and Subcontractors with missing statutory declarations are placed on hold, indicated by a RED status in the HC Approval column on the Manage statutory declarations page. Any future claims submitted without the required statutory declarations or updates indicating a rejection of previously submitted statutory declarations will automatically trigger holds for the affected Sub-Tiers.

Compliance Managers can review the statutory declaration status and applied holds from the Manage statutory declarations, Manage statutory declarations by Period, and Statutory Declaration Status pages. Compliance Managers can coordinate with the Disburser to release the payments.