Tools Menu Overview for General 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 centralized location.
- Owner Funding List: See an enterprise-wide view of all Owner payments entered on the system. In order to manage Owner Funding, a project must use the Track Owner Funding feature and a user must have the Manage Owner Funding permission.
- TPA Dashboard: Only available if your organization offers a Textura Payment Advance (TPA) program. Track and view outstanding payments due to TPA-eligible invoices.
- TPA Maturity Payments: Only available if your organization offers a Maturity Payment TPA program type. View outstanding maturity debits, the maturity date for each debit, and the account that will be debited for a TPA program.
- TPA Project Settings: Only available if your organization offers a TPA program. View and manage TPA project settings across your enterprise.
- TPA Program Settings: Only available if your organization offers a TPA program. Create and manage Textura Payment Accelerator programs
- Generate Reports: Create a variety of reports to monitor subcontract status, draw management, disbursement status, compliance, and account management.
- View Reports: View all available reports created from the Generate Reports page.
- Textura Analytics: View analytical data on draw budgets, invoices, payments Subcontractor status, and draw performance on the application. Visual information includes charts and tables.
- 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 invoices 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 project settings page for lien waivers, unconditional lien waivers, sworn statements, and invoice 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 invoice 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 Draw Details report option.
- Edit Vendor IDs: Assign Interface Vendor IDs to Subcontractor organizations.
Last Published Wednesday, July 10, 2024