What's New in TPM Explore the enhancements we added this month

September 2021

Spotlight

Track Offline Notary

The new offline notarization workflow gives you more control when notarizations happen outside of TPM. There are exceptions when a Subcontractor may not have an in-house notary or a notary's certification is not valid for the TPM notarization process. In these cases, General Contractors can allow Subcontractors to bypass the electronic notarization process.

When a Subcontractor bypasses electronic notarization, they are required to upload the signed and notarized document to the new Track Offline Notary page. The General Contractor will review and approve the uploaded file to ensure it is accurate. Payment holds will apply for unapproved or missing notarized documents.

See Track Offline Notary for General Contractors for more information on this feature.

Watch the Track Offline Notarization for General Contractor Video and the Track Offline Notarization for Subcontractor Video for an overview of the offline notarization workflow.

 

Review Business Classifications

For projects using Business Classification Tracking, we have made the process to review and approve classification certificates easier. Subcontractors and Sub-tiers will be prompted to submit their own certificates, and there is a new page for seeing all the certificates in one place!

The new Review Business Classifications page allows you to see certificates for Subcontractors and Sub-Tiers. Subcontractors will see a new Certificates step in their invoicing workflow if there are missing or expired certificates.

See Review Business Classifications for more information on this feature.

Enhancements

  • The % Complete for a draw will now display on the Contract Status, Authorize Payments, and the Manage Payments pages so you can quickly see contract progress during review and disbursement.
  • We have improved the Security Center based on your feedback! The User Updates and Login Activity tabs now allow you to see data and filter across all users, not just one user at a time. This allows you to track recent changes with ease. A similar change was made to the Organization Updates tab, so you can view changes across your primary and all secondary organizations over a specified time period.

General Contractors

  • General Contractors can now record comments at both the subcontract and the draw level. All existing disbursement comments will be migrated and relabeled as Contract Comments. Contract comments are associated with a contract and apply to all draws within the contract. Draw comments pertain only to a specific draw. Comments are not visible to Subcontractors or other parties on the project.
  • You can add and view Contract Comments from the Contract Maintenance, Edit Payment Status, Manage Payments, Authorize Payments, and the Enterprise Wide Disbursement (EWD) page. Add and view Draw Comments from the Edit Payment Status, Authorize Payments, Manage Payments, Owner Funding Entry, and EWD pages. Both comments display on the Contract Status page.

    Several related payment reports have also been updated to reflect these new comments.

  • For a particular Subcontractor, you can now disable invoice or payment exports as well as set the payment method to Manual for all their subcontracts from the Subcontracts by Organization page. General Contractors requested this functionality to manage self-performed work divisions who are billing on TPM as Subcontractors, but the controls can be used for any Subcontractor relationship. Access the new controls from the Actions menu on the Subcontracts by Organization page.
  • If you are calculating tax on your projects, you now have two new controls for ensuring tax compliance: Require Tax Codes and Lock Imported Tax Codes. If the Require Tax Codes setting is selected, the tax code is a required field on the Project Settings and the Contract Maintenance pages. If the Lock Imported Tax Codes setting is selected, imported contracts will have the tax codes field disabled. only service users can edit this field. The new settings are displayed if the Allow Tax Codes to be Entered is checked.
  • You can now use the Subcontracts with Vendor Information Report to identify Subcontractors who recently started working with your organization on TPM. Use the new Vendor Mapped Date filter to find vendors who had their vendor ID mapped to a TPM organization within the specified date range.

Last Published Wednesday, July 10, 2024