Authorising Payments

Use the Authorise Payment page to approve payments before disbursing.

Notes:

Only users with the Authoriser role can authorise payments.
The Authorise Payment page is only available when a project uses Require Disbursement Authorisation for Subcontractor Payments project setting. To require approval, choose the project setting during project setup. See Choose Project Settings.

To authorise a payment:

Navigate to the Authorise Payment Page
An action appears for the Authoriser to complete this step before the action appears to disburse funds. Access the Authorise Payment screen:
- Choose Authorise Payments under the Payment/Subcontractor Statements section of the Period Home Page.
  See Period Home Page for Head Contractors
- Choose the Authorise Payments for Period [x] link under the Pending Payment section of the Project Home Page.
  See Project Home for Head Contractors
- Choose the Authorise Payments for Period [x] link under the Period Actions section of the Period Home Page.
  See Period Home Page for Head Contractors.
  Notes:
  - The links do not display if Subcontractor claims have not been approved.
  - The links do not display if payment has already been authorised.
From the Authorise Payments page, review the payments.
Optional. From the Comments box, add a comment for your team members.
Optional. From the Edit column, select the Edit or View links that lead to the Edit Payment Status page. The comment is not included in the authorisation email sent to the Disburser.
See Edit Payment Status to learn how to use the Edit Payment Status page.
Optional. Use the links below the Subcontractor's name to view a subcontractor's progress claim, statutory declaration, or uploaded files.
Use the Authorise column to select Subcontractors. If your organisation has enabled the Manage Cheque Payment Settings for your project, you can select cheque payments. Note, based on your project disbursement settings, cheque payments may require authorization.
Choose Save & Send to Disburser to authorise payment.
A Confirm Authorisation dialog shows which payments have been authorised and whether any payments have been unauthorised. Choose Confirm to authorise payments. A Status screen confirms the changes have been saved.
Once a payment is authorised, the funds can be disbursed. Use the Manage Period Payments page to disburse project funds. Use the Enterprise Wide Disbursement page to manage disbursements across multiple projects. See Manage Period Payments and Enterprise Wide Disbursement.

Notes:
- Subcontractors can be unauthorised up until payment is disbursed.
- f your organisation has enabled the Manage Cheque Payment Settings for your project, you will see a row for Cheque payments amounts.
- Subcontractors must be eligible and free from legal document holds and statutory declarations holds to receive payment.

Payments through Textura Payment Accelerator programs

When a project is included in a Textura Payment Accelerator program (TPA), the Authorise Payments page:

Indicates which payments use the TPA Payment Method
Shows whether those payments are Funded
Includes subtotals for TPA payments and Standard payments. Payment Method: The type of payment the Subcontractor receives.
A Payment Method drop-down menu can be used to filter the table:

All: Shows all payments submitted for authorisation.
Standard: Shows only the progress claims eligible for standard payments (EFT & Cheque).
EFT: Shows payment applications eligible for EFT payments.
Cheque: Shows payment applications eligible for cheque payments.
TPA: Shows only the progress claims eligible for TPA payments.
Confirmations for Early Payments

When TPA payments are authorised, they are represented in a separate row in the Confirm Authorisation dialog.

See Manage Textura Payment Accelerator programs for Head Contractors or contact your implementation team to learn more about Textura Payment Accelerator programs.

Tips:

Choose the Jump To menu to see related reports and compliance pages.
Use the Payment Method drop-down menu to filter the table.
Use the links below the Subcontractor's name to view a Subcontractor's progress claim, statutory declarations, or uploaded files.

Next: Authorising Payments Fields