Tracking Payment Status with the Oracle assistant for Textura

You can prompt the Oracle assistant for Textura to give a payment status update and explain current payment holds and how to solve them.

To view payment status and remedy payment holds with the Oracle assistant for Textura:

Click the Oracle assistant for Textura icon to open the drawer.
Enter a prompt about your payment status.
For example: What is my payment status?

The Oracle assistant for Textura will display a list of outstanding payments.

Note: Your current page in the application determines which payments display in the list. If you access the assistant from the Home page, the assistant will show a list of projects with outstanding payments. If you access the assistant from a project page, you will instead see a list of draws with outstanding payments. After you provide the missing context, the assistant will return a message describing the payment's status.
Select one of the listed payment status options.
If there is currently a payment hold on the selected payment due to outstanding legal documents, the Oracle assistant for Textura will help guide you toward a solution.
From the drawer, select Upload Legal Document to begin the compliance agent workflow.
Follow the process for uploading your missing compliance document.
See the Tracking Compliance Documents with the Oracle assistant for Textura help topic for more in depth instructions.

Note: When you initiate the compliance assistant from this workflow, you will not need to manually enter a project or draw because the assistant already understands the context.