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 payment application numbers and select subcontractor records to re-export to an accounting or Enterprise Resource Planning (ERP) system.
Caution: Incorrect use of this page can lead to payments being missed or payment applications 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: Payment Application, Payment Application 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.
menu: Choose from the following options:- Edit Payment Application Number: Select this option to modify the payment application 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.
- Mark as Success and Remove Payment Hold: This action is only available under the following circumstances:
- If you use the "Allow Track pending payment application export" holds setting, only Project Managers assigned to the project will see this action
- If you also enabled the "Track pending payment application export" holds releasable by enterprise administrators only setting in addition to the setting mentioned above, only Project Managers assigned to the project who are also Enterprise Administrators will see the action to mark the export as successful and remove the payment hold.
When available, select this option to change the status of failed records to Success and, if applicable, remove the payment hold.
- 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, VAT Invoices, or both.
Note: Payment Application numbers are appended for payment applications that were rejected, removed from a period, and then re-invited to participate in the same period.