What's New in TPM Explore the enhancements we added this month

October 2020

Spotlight

Introducing a Revamped Enterprise Wide Disbursement Experience

Disbursing funds across multiple period and projects just became easier with this month's updates to the Enterprise Wide Disbursement page. Before disbursing funds, filter the table to display only your selected payments so you can validate your choices. You can also download a CSV report with all of your selected disbursements so you can better track your payments before disbursing them. When you disburse your selected funds, a progress bar will display on the page, granting you a visual indication of the status of your disbursements.

After disbursing funds, you will see a disbursement summary. The summary includes information on payment types, the number of payments, payment amounts, and whether or not the disbursement was successful. At this time, some reports may automatically generate, too. If you chose to disburse by manual cheque, you can access a Manual Cheque Report to better track which cheques were used to pay your Subcontractors. If any of your disbursements failed, you can download a Failure Report for more information.

The Enterprise Wide Disbursement page now also supports disbursements made in multiple currencies. Select an option from the drop-down list at the top of the page to release funds in the selected currency. Once finished disbursing these funds, you can choose a different currency in the drop-down list and apply it to other payments. Totals at the top of the page will total each currency separately.

See the Enterprise Wide Disbursement section of the help documentation for more information.

Enhancements

  • If your project uses the Track Stored Material detail setting, you can now access the Stored Materials page from the My Invoices section of the Draw Home page.
  • You can now filter the data columns on the Subcontracts by Organisation page to easily find a specific contract. The filtering persists between the Complete and Incomplete tabs.
  • Report enhancements
    • The Accounts Payable Aging Report output now includes the Payment Method.
    • The All Users with Roles Report and the All Users by Project Report output display the User ID. In addition, the All Users with Roles report includes a User Status filter to view the report based on the status of the user (Active or All).

Main Contractors

European organisation profiles will now include the Allow "Save as Draft" when Modifying Subcontractor Progress Claims, Allow Approval of Modified Progress Claims, and Allow Subcontractor Variation Requests settings by default.

Last Published Wednesday, August 7, 2024