Document Settings

Document settings are filtered to show documents based on your organisation's bank country. Define the payment application, draft payment application, VAT invoice, cover sheet, sworn statement, affidavit, and other documents an organisation must create for the project.

Subcontractors may bypass electronic notarisation

Only available when you enable the Allow Subcontractors to Bypass Electronic Notarisation organisation setting. When enabled, Subcontractors can bypass the electronic notarisation step when signing documents which require notarisation on TPM. Instead, a Subcontractor will upload a scanned document which was notarised on paper. You will then need to review this document and approve it in order for the Subcontractor to remain in compliance.

When a project allows the bypass electronic notarisation workflow, you can choose which Subcontractors can use this feature from the on the Contract Maintenance page on a subcontract-by-subcontract basis.

Show All Documents (Optional)

To see documents for countries outside of your organisation's bank country.

Main Contractor Settings

Identify documents the Main Contractor must submit to the Project Owner.

payment application

Defaults to G702/703 .

Sworn Statement

Defaults to None.

Conditional VAT Invoice

Defaults to None.

(Unconditional) VAT Invoice

Defaults to Generic VAT Invoice.

VAT Invoice with Contractor Affidavit
Contractor Affidavit VAT Invoice.

Notary Required?

Select if a document requires a notary signature.

Pay-App payment application Cover Sheet

Defaults to None.

None—Choose this setting if a cover sheet is not required.
Standard—Choose this setting to automatically generate a cover sheet populated with information from the MC payment application Settings section.

SP-Work payment application (Self Performed Work payment application)

Defaults to None.

None—Choose this setting if an SP-Work payment application is not required.
Standard—Choose this setting to automatically generate the SP-Work payment application.

Subcontractor Settings

Identify documents Subcontractors must submit to the Main Contractor.

payment application

Defaults to G702/703.

Sworn Statement

Defaults to None.

Conditional VAT Invoice

Defaults to None.

(Unconditional) VAT Invoice

Defaults to Generic.

VAT Invoice with Contractor Affidavit
Contractor Affidavit VAT Invoice

Notary Required?

Select if a document requires a notary signature.

Pay-App payment application Cover Sheet

Defaults to None.

None—Choose this setting if a cover sheet is not required.
Standard—Choose this setting to automatically generate a cover sheet populated with information from the MC payment application Settings.

Draft payment application

Defaults to G702/G703 Draft payment application. This document is not seen by the Subcontractor. It is used only to show payment application modifications when printing draft payment applications with period documents.

Tips

Some VAT invoice documents include a function that triggers the Record Sub-Tiers tab for Subcontractors during their Billing Workflow. The tab requires Subcontractors to list their suppliers.

The View Sample button allows you to see an example of the document.
Custom documents can be added to the drop-down menus.
Need a custom document? Contact your Textura implementation team before setting up a project if you think you need to use custom documents.

Sub Tier/Manual Sub Settings

Identify documents Sub-Tier Subcontractors must submit to the Main Contractor.

Contact your Textura implementation team if you think you need to use this setting.

Conditional VAT Invoice

Defaults to None.

(Unconditional) VAT Invoice

Defaults to Generic.

VAT Invoice with Contractor Affidavit
Contractor Affidavit VAT Invoice

Contract Specific Document Sets

Create a unique set of documents you can assign to an organisation participating on your project. These documents, at minimum, include a payment application and VAT invoice. If required, you can also include an additional document, supplement, pay-app cover sheet, and payment certificate. Document sets enable you to offer a different group of documents to specific contracts than the documents otherwise assigned to your organisations by default.

Select the document sets link to navigate to the Document Sets page.

Main Contractor payment application Remittance Information

Enter the company and the address information that will be used to populate payment application cover sheets and custom documents.

Next: VAT Invoice Settings