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Authorize Payments

Authorizing Disbursable Payments

Only users with the Authorizer role can authorize payments.

1. Navigate to the Authorize Payment Page

   An action appears for the Authorizer to complete this step before the action appears to disburse funds. Access the Authorize Payment page:

   • From the Tasks page, choose the  Authorize Payments for Draw [x]  link
   • From the Payment/Lien Waivers section of the Draw Home Page, choose Authorize Payments
   • From the  Draw Home Page, choose the Authorize Payments for Draw [x] link
   • From the Pending Payment section of the Project Home Page, choose the  Authorize Payments for Draw [x] link.

     Notes:

     • The links do not display if Subcontractor invoices have not been approved.
     • The links do not display if payment has already been authorized.
2. From the Authorize Payments page, review the payments.
3. Optional. From the Comments box, add a comment for your team members.
4. Optional. From the Edit column, select either the Edit or View links to view the Edit Payment Status page.
5. Optional. Use the links below the Subcontractor's name to view a subcontractor's invoice, lien waivers, or uploaded files.
6. Use the Authorize column to select Subcontractors. If your organization has enabled Manage Check Payment Settings for your project, you can select check payments. Note, based on your project disbursement settings, check payments may require authorization.
7. Select the Save & Send to Disburser button to authorize payment.

   A Confirm Authorization dialog box shows which payments have been authorized and whether any payments have been unauthorized.

8. From the Confirm Authorization dialog box, choose Confirm to authorize payments.

   Notes:

   • Subcontractors can be unauthorized up until payment is disbursed.
   • If your organization has enabled the Manage Check Payment Settings for your project, you will see a row for check payments amounts.
   • Subcontractors must be eligible and free from legal document holds and lien waiver holds to receive payment.

Confirmations for Early Payments

When TPA payments are authorized, they are represented in a separate row in the Confirm Authorization dialog box. Contact your Textura Implementation team to learn more about Textura Payment Accelerator Programs.Payments through Textura Payment Accelerator Programs

When a project is included in a Textura Payment Accelerator Program (TPA), the Authorize Payments page:

• Indicates which payments use the TPA Payment Method.
• Includes a Funded column.
• Includes subtotals for TPA payments and Standard payments beneath the table.

Tip:

Use the Payment Method drop-down menu to filter the table:

• All: Shows all payments submitted for authorization.
• Standard: Shows only the invoices eligible for standard payments (ACH & Check).
• ACH: Shows invoices eligible for ACH.
• Check: Shows invoices eligible for check payments.
• TPA: Shows only the invoices eligible for TPA payments.

Next: Authorize Payments Fields

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Last Published Wednesday, July 10, 2024