Working with Settings Tab

From the Settings tab you can view and enter settings to manage your ERP integration. Based on your role, some of these settings may be read-only fields.

Accounting System Nickname

Enter the name or nickname for your ERP. This name will appear for all users at your organization throughout TPM when referring to integration.

Accounting Package (ERP)

The ERP system that you use.

Use Texturalink Cloud

Select to use TexturaLink Cloud to integrate with your ERP.

ERP Authentication

This field is enabled only if your Textura Administrator has enabled the Use the TexturaLink Cloud setting for your organization. Select the Manage Authentication link to open the ERP Authentication for TexturaLink Cloud dialog box. If required by your organization, enter and save your ERP credentials. Note, the credentials are not stored in TPM.

Import Jobs Allowed

This section lists the available import jobs based on the adapter your organization uses. As a Textura Administrator, you can selectively enable or disable the job types based on your organization's preferences. Enterprise Administrators with Manage Interface permissions can view the settings in read-only mode.

Export Jobs Allowed

This section lists the available export jobs based on the adapter your organization uses. As a Textura Administrator, you can selectively enable or disable the job types based on your organization's preferences. Enterprise Administrators with Manage Interface permissions can view the settings in read-only mode.

Disable Negative Billing on Positive SoV

When enabled, subcontractors cannot submit an invoice with a positive value on a negative Schedule of Value (SoV) line or with a negative value on a positive SoV line. To reduce integration errors, enable this setting if your accounting system does not support these types of invoices.

Manage Authentication

If your organization uses TexturaLink Cloud (TLC) to integrate your ERP system with TPM, you can use the ERP Authentication for TLC dialog box to save your ERP credentials. TPM does not store your credentials, it is used by TLC to access your import jobs. This field is enabled only if your Textura Administrator has enabled the Use TLC setting for your organization.

Document Imaging System

Defines which code package to use when exporting draw or project documents.

Integration Rules (JSON)

JSON rules control multiple conditions for exporting and importing from TPM to ERP. You can enter multiple JSON rules per organization

Invoice Export Timing

As an administrator of the system, you can set when invoice should get exported:

Allow "Track Pending Invoice Export" holds

Track pending invoice exports.

Enable "Track Pending Invoice Export" holds by default on new projects

Select to track pending invoice exports hold on new projects.When this option is selected, the application will select the Track pending invoice export setting by default.

Allow "Track Pending Invoice Export" holds releasable by Enterprise Administrators only

This option is displayed only if the Allow "Track Pending Invoice Export" hold is selected. When you use this setting, only users who are both Enterprise Administrators and assigned the Project Manager role on the project can release holds on the failed record's project.

Require Contracts and Change Orders to be imported

Select if you require Contracts and Change Orders to be imported.

Compliance Document Settings

Disable Electronic Submission

This field specifies the default value for new compliance requirements created using the Compliance Requirements Import integration. Check this field if all new compliance requirements created via integration should have electronic submission disabled.

Subcontractor Instructions

This text box specifies the default instructions for new compliance requirements created using the Compliance Requirements Import integration. The value entered here is populated on all new compliance requirements created via integration.

Export Document Settings

Select the checkbox next to the type of document you want to export. By default all supported document types are included in the export. The options include: Invoice Cover, Lien Waiver, Masi Approval, Attachment, Invoice, Sworn Statement, Conditional Lien Waiver, Subtier lien Waiver, and Payment Schedule.