Our New Streamlined Billing Process We updated the billing process with this release.
We improved the way you submit and review invoices in Textura. With more clarity, helpful guidance, and less clicks, we've streamlined the billing process.

Video Spotlight

Watch how to submit an invoice as a Subcontractor (2 minutes)

Watch how to submit an invoice as a General Contractor (3 minutes)

Watch a detailed explanation of the changes for General Contractors. (18 minutes)

What's Changing

This update is designed to make creating, reviewing, and approving invoices easier in TPM. The changes are centered around a smoother navigation, reduced screen clutter, and practical guidance.

When you use Textura, you might notice some changes like:

• Tabs for each step of your workflow, and the ability to navigate back and forth between steps
• 'Net this period' is always on screen and gives you easy access to the billing summary
• The billing details table has a new Excel-like look and feel
• The ability to sign and submit your invoice from a single page with the new Review step
• The Status page has been replaced with a convenient Next Step dialog box that stays with you throughout the workflow.

What it means for you

Submitting invoices

With less clicks and improved practical on-screen guidance, we've made billing simpler. There's even the option to submit from your mobile, keeping you productive while on the move.

No-stress invoicing

• A simple process that guides you through invoice submission from beginning to end
• Clear and easy for every user, whether you're new to Textura or a seasoned vet

Search and view with ease

• Advanced filtering and sorting give you the info you need
• Choose the layouts that suit you

Every step of the way

• Understand who's responsible for which steps
• Simple error messaging to let you know if something isn't quite right and help you input the right info
• Keep the endgame in sight – clearly see the invoice amount on your screen from beginning to end

Reviewing + approving invoices

Reviewing and approving invoices will be easier. It takes less clicks to get through the review process, and plain language and simple steps will make it easier to scan. You can even review and approve on mobile, if you're on-the-go.

Navigate with freedom

• Simpler navigation so you can see relevant info quickly
• A consistent experience across all your approval methods
• Access powerful tools with our new More menu

Search and view with ease

• Advanced filtering and sorting give you the info you need fast
• Choose the layouts that suit you with Table Views

Invoices with clarity

• See what actions you need to take at a glance
• Understand what steps you're responsible for (and who's responsible for the others)
• Track your changes – easily see the difference between what's submitted and your updated version

Next steps

We're here to help and have updated our user documentation pages. For more details on how to use these pages, see the following topics:

• My Invoice Submission for General Contractors
• My Invoice Submission for Subcontractors

Another great way to get across the changes is by signing up for a training session.

Sign Up

You can also get in touch with your Client Services team or call TPM support if you'd like to chat with someone.

TPM Support

North America (English): [phone]

North America (French): [phone]

North America (Spanish): [phone]

Australia: 1800 839 887

Europe: [phone]

Last Published Wednesday, July 10, 2024