Updating the My Organisation Profile Page

To update your organisation profile:

  1. Navigate to the My Organisation Profile Page

    Note: You will be required to use your verification phone number for Two-Factor Authentication (2FA) to make bank account changes.

  2. Select the General Information tab.
  3. Complete all required fields. Required fields are marked with a red asterisk.
  4. Set the Default Translation to English-UK.
  5. 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.

  6. Select the Banking Information tab.
  7. 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).
  8. 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.

  9. Choose how to pay TPM usage fees. As an option, you can choose to add a credit card.
  10. (Optional) Use the Add Credit Card link to add a credit card to pay fees.
  11. Select the Save Changes button.

    A Status page confirms the organisation profile has been saved.

  12. (Optional) Select the My Organisation Settings link to go to a page to edit your organisation settings. For more information, see topic My Organisation Settings
  13. (Optional) Select the My Integration Settings link to update or view TPM integration settings. For more information, see topic Working with the Settings Tab.

Tip:

Use the search box at the top of the page to find a specific setting.