Tools Menu Overview for Main Contractors
The Tools Menu includes actions you can perform across all projects on the system. Available actions depend upon the user roles assigned to you on the Edit User page. If you do not see a feature in your Tools Menu, you do not have the necessary permissions to perform that action.
- Enterprise Wide Disbursement: Manage disbursements across multiple projects from a centralised location.
- Client Funding List: See an enterprise-wide view of all Client payments entered on the system. In order to manage Client Funding, a project must use the Track Client Funding feature and a user must have the Manage Client Funding permission.
- TPA Project Settings: View and manage TPA project settings across your enterprise.
- Generate Reports: Create a variety of reports to monitor subcontract status, period management, disbursement status, compliance, and account management.
- View Reports: View all available reports created from the Generate Reports page.
- Integration Home: View files imported and exported from and to an accounting or ERP system. You can also manually import a file or export payments and payment applications s to an accounting or ERP system.
- DocWriter: Only available when your Textura representative enables the DocWriter Feature. Use this link to navigate to the DocWriter Library. View and manage what documents you can select on your Choose Project Settings page for VAT Invoices, sworn statements, and payment application documents. At this time, only the View Only permission is available.
Select DocWriter permissions on the User Profile to determine what actions a DocWriter user may perform on TPM.
- Manage Exports: Update payment application numbers and flag Subcontractor files for export to an accounting or ERP system.
- Conditional Approval Rules: Create custom approval rules for Serial Approval workflows.
- Excel Download Utility: When you access this page from the Excel Download Utility link, the application will automatically select the Budget with Period Details report option.
- Edit Vendor IDs: Assign Interface Vendor IDs to Subcontractor organisations.
Last Published Wednesday, July 10, 2024