Assign Invoice Codes
Set up Invoice Codes to sort, group, and subtotal lines on the invoice on the system.
The ability to use Invoice Codes depends on which documents the General Contractor chose under Document Settings on the Project Settings page. General Contractors can contact their Textura Administrator for help with document settings.
There are three ways to assign invoice codes once they are set up:
- Use the Assign Invoice Codes page
- Export and import invoice codes
To export, use the Download button on the Assign Invoice Codes page. To import, use the Upload button.
- Use the Edit Code Hierarchy page.
The Assign Invoice Codes page contains two tabs:
- Grouping: Assign invoice codes to a budget line
- Accounting: Edit individual records.
Last Published Wednesday, July 10, 2024