Updating the My Organisation Profile Page

To update your organisation profile:

Navigate to the My Organisation Profile Page
The My Organisation Profile automatically displays as a part of your Account Setup Process.

To edit your primary organisation at a later time:
1. From under your organisation name at the top of any page, select Organisation Profiles.
  The Organisation Profiles page displays.
2. From the Organisation List on the left side of the page, select your primary organisation.
3. Click Edit.
Complete 2FA to verify your identity.
Update the profile details you need to change. Before saving, ensure you complete all required fields. If you attempt to save the profile without entering required details, the profile will not update and you will see red text below the empty fields.
Set the Default Translation to English-UK.
From the CIS/HMRC Information section, you can view and edit the following settings: Company Registration Number, Unique Taxpayer Reference, Payee Reference Number, Accounts Office Reference Number, and Organisation Type.
1. Select the Capture HMRC Credentials button to enter HMRC credentials. This setting is displayed only to Enterprise Administrators in your organisation.
2. Enter your HMRC username and password.
3. Select the consent tick box to authorise Oracle to send your tax identification number and those of your Subcontractors to retrieve subcontractor deduction status for the Construction Industry Scheme (CIS).
4. Select Save.
  Note: Oracle is not responsible for the security of the HMRC service including but not limited to how data is transmitted or stored by HMRC.
Either scroll further down the page or select the Baking Information tab.
In the Tax ID field, enter your VAT number using the following format: GB followed by 9 numbers without any spaces (e.g. GB123456789) without any spaces. This will have been issued by HM Revenue & Customs and can be found on your Certificate of Registration (VAT 4) and on your Vat Return (VAT100).
In the Bank Information section, complete all required fields. Required fields are marked with a red asterisk. Fields required for payment are marked with blue asterisks.
Only Enterprise Administrators in your organisation can see or change your bank account information. Once entered, only the last four digits of the bank account number will display on this page.

Note: If you use an accounting interface with the application, the Starting Cheque must be set up to coordinate with your accounting package. Contact your Textura implementation team if you need help with accounting interface integrations.
Optional. Add a credit card to pay usage fees. Otherwise, you will pay fees with your bank account.
1. From the Usage Fees Payment section, select the Credit Card option.
2. Click Add Credit Card.
  An Add Credit Card pane opens on the right side of the page.
3. Complete the required fields in the Add Credit Card pane.
Click Save Changes.
A Success message displays, confirming you saved the organisation profile.
Optional. Select the My Organisation Settings link to go to a page to edit your organisation settings.
For more information, see My Organisation Settings.
Optional. Select the My Integration Settings link to update or view TPM integration settings.
For more information, see Working with the Settings Tab.

Next: Protecting Your Bank Account Data on Oracle Textura Payment Management for Main Contractors