Updating an Invoice Number with the Oracle assistant for Textura

With a few simple prompts, the Oracle assistant for Textura can help update the invoice number for paid and disbursed invoices that failed during export. Updating the invoice number enables you to successfully re-export the invoice.

To update an invoice number with the Oracle assistant for Textura:

  1. Click the Oracle assistant for Textura icon to open the drawer.
  2. Enter a prompt to begin the invoice number update workflow.

    For example: Update invoice number or Update Payment Export Number

    The Oracle assistant for Textura checks your current context (e.g., project, contract, and draw) and displays invoices eligible for update.

    Note: What the assistant shows depends on where you launch it in the application. If you are not in the correct project, contract, or draw context, the assistant will prompt you to select or confirm the missing context before continuing.

  3. Review the invoice details displayed in the drawer and confirm the invoice is correct (the invoice you intend to fix for re-export).
  4. The Oracle assistant for Textura checks eligibility for updating the invoice number (e.g., whether the invoice meets the criteria for paid/disbursed invoices that failed export and can be re-exported).
    • If the invoice is not eligible, the assistant will explain why and provide next steps.
    • If the invoice is eligible, the assistant will continue to the update step.
  5. When prompted, enter the new invoice number.
  6. Commit the change to save the updated invoice number.
    • The Oracle assistant for Textura confirms the update is complete.
    • You can now proceed with your normal process to re-export the invoice.

      Note: This feature is currently available to Enterprise Administrators with the Manage Interface permission. Your organization must be integrated with CMiC and using the SWS accounting package via TexturaLink Cloud (TLC).

Tips for Best Results