Special Topics Specified Billing
Contents
1. Jextura United States Soackil Foole Soaeiiiad Billing Textura User Manual 2009 Textura Corporation 1405 Lake Cook Rd Deerfield IL 60015 866 TEXTURA 839 8872 www texturacorp com 2009 Textura Corporation All rights reserved Patent 7490064 and Patents Pending Pa Textura Construction Payment Management Table of Contents SO OC 1 OC ell NNG ES ETE 2 91 07 2 Iunior ge 3 POJSC S CUNO ERR Tr 3 Set project default for subcontracts to Specified Billing c ccccccccccsneeeccceceseeeccensceeseecessseeesecsssssnenses 3 Contact 5 HUI NNMERO m SE E 4 Reset an existing SUDCONU ACL MN 4 Set new subcontracts to Specified Billing cccccccccsssseeseeecccccsessueeseeccessessueesseeceesessssueceeeeeessssaanenseees 6 Manage Subcontractor INVOICING 1 cccnecccenecccenncnennnsnenenenenenssenenssenensnenesssenessenenssenanens 6 UD CORT ACIOL ACHONHS ioi ird tele DI tat a AE E EE AA 8 PODOV INV OICS MENTRE TE TT 9 Fe SGU IY Ol CS NUN TU 10 Contracting Organization Modifies and Resubmiits 11 Textura User Manual 2009 Page 1 Textura Corporation Confidential Pa Textura Construction Payment Management Specified Billing Overview Specified Billing allows the Contracting Organization to closely manage the invoicing process by2. L ee d e 7 T 1E T um T Ex El For a more detailed description of Subcontractor invoice entry refer to Module 6 Pay Application Process Subcontractor Invoicing Enter Invoice or click here to view this topic A Status page is displayed confirming the entry and advising that the invoice has been sent to the Subcontractor if appropriate Es Textura ms Construction Payment Management Contract 999 Surfaces Harvard Surfaces Draw gi 26 Oct 2008 Thank you tor providing your invoice details for this contract The invoice haz been tant to the subcontractor Return te managing sub invoices Subcontractor Actions A system email is sent to inform the Subcontractor of the change whenever the Contracting Organization resets a subcontract to Specified Billing or releases the subcontract from Specified Billing Note This is an automatically generated message from the Textura System To the Project Manager s of Harvard Surfaces Bluff Lake Builders has selected to retain control of invoicing for the project Bluff Lake Towers and specified billing has been tumed on Textura A subcontract set to Specified Billing at the time it is assigned does not generate a notification to the Subcontractor opecified Billing 2009 8 of 11 Textura Corporation Confidential Pa Textura Construction Payment Management In addition the Subcontractor receives an email notification when a draw is initiat
3. ase recheck timesheets submitted yesterday McNair opecified Billing 2009 10 of 11 Textura Corporation Confidential Pa Textura Construction Payment Management A Status page is displayed confirming that the invoice has been rejected Pa Textura Combiruction Payment Management In solcze haz bean rejected to Eluft Lake Builders Once the Subcontractor has rejected the invoice it is up to the Contracting Organization to respond by making any necessary changes and resubmitting to the Subcontractor for approval Contracting Organization Modifies and Resubmits The Contracting Organization receives an email notification that the Subcontractor has rejected the invoice and the reason for the rejection if given To the Project Manager s of Bluff Lake Builders Thes ecified invoice sn avment details entered by Bluff Lake Builders for Draw 4 to be conducted on 31 Oct 2008 for the Project Click the link provided Proceed with invoice updates changes and resubmit Save amp Send to Sub To view this topic refer to Manage Subcontractor Invoicing or click here opecified Billing 2009 11 of 11 Textura Corporation Confidential
4. e only when the Subcontractor s Schedule of Values is in balance Contracting Organizations can manage a Subcontractor s Schedule of Values and keep it in balance using Specified SoV Click here to view this topic The following actions are available on the Enter Invoice page Save Draft save the billing amounts entered invoice to be completed sent at a later time Save amp Send to Sub entry is complete save and send invoice to Subcontractor for approval Revert to Saved repopulate the invoice with the last saved version discard changes No Invoice This Draw no billing for this period no work has been completed 2 Select No Invoice This Draw if appropriate and skip step 3 3 Enter billing amounts for the subcontract in the appropriate fields Click Save Draft to complete the billing later Skip Step 5 Click Save amp Send to Sub to send the invoice to the Subcontractor for review and signing opecified Billing 2009 7 of 11 Textura Corporation Confidential Pa Textura Construction Payment Management z Enter Invoice an nes Fa Textu ra Project Butt Lake Towers bea Lie DURS Censtruction Payment Management Contract 998 Surfaces Harvard Surfaces alk Draw gi 2 Oct 2008 Seve Dret Save amp Send ta Sub Furvertta Savad No invoice This Deme Gua en o Mad ohare eae eee s s i CE C 1 l 1 LT i D T apn ml L
5. ed for which the Contracting Organization will prepare their invoice been scheduled for the project Towers This Draw covers the period up to 31 Oct 2008 Bluff Lake Builders will specify the invoice for vour organization for this draw You will be notified when the invoice is available for vou to view and sign The Subcontractor also receives email notification when their invoice is ready to be viewed and approved Your invoice has been entered by Bluff Lake Builders for Draw 4 for the Project Bluff Lake Towers It is now available for you to view Approve Invoice The Subcontractor enters an Invoice Number if not pre populated and clicks Send to Signer ie fe N m il E T s pU pue rw PLE VU NM Enter reason Nitlkgyectiug opecified Billing 2009 9 of 11 Textura Corporation Confidential Pa Textura Construction Payment Management The standard Textura document signing procedure is followed Please refer to Module 6 Payment Application Process Subcontractor Invoicing Send to Signer or click here to view this topic Reject Invoice The Subcontractor enters a reason for rejecting and clicks Reject Invoice to Parent the Contracting Organization Es Textura mei Med Construction Payment Management owed usmR Draw 4 26 Oct 2009 Th oe Dates 26 COT 00 Period 01 061 2008 31 0601 2000 ireira Mumha Sand io Sn Lame ct krone to Faneri Eilirg amounts incorrect ple
6. entering the Subcontractor invoice and submitting it to them for signature approval This feature may be turned on or off at any time during the project When the option is selected at the project level the default for all new contracts is set to Specified Billing however the selection may be reset in Contract Maintenance prior to assigning the contract or at any point after the contract is assigned Contracts set or not set to Specified Billing by project default can always be reset at the contract level Conditions for Specified Billing The Use Specified Billing checkbox is selected on the Contract Maintenance Settings screen for the subcontract being invoiced The Schedule of Values for the selected subcontract is in balance amp The Specified Billing invoice documents are approved signed by the Subcontractor Textura User Manual 2009 Page 2 Textura Corporation Confidential Pa Textura Construction Payment Management System Settings Project Setting Set project default for subcontracts to Specified Billing 1 From the Project Home Page select Project Settings under Project Setup Home Log Out Project Home Page Project Bluff Lake Tower Daniel Stewart Bluff Lake Builders ettings Project Summary The Project Settings page is displayed 2 Place a checkmark in the box to the right of New subcontracts default to Specified Billing Project Settings Subcontractors may edit L
7. ien Waiver effective date subcontractors may add Lien Watver optional text Subcontractors may add Contractor Affidavit optional text Owner Approval Disables the GC ability to Reject Collect Zero Dollar Lien Watvers Cumulative Material Totals and Automatic Split Payments Track Special Budget Amounts and Changes 149970000 4 x Track Subcontractor Special Budget Amounts and Changes Default Subcontractor Invoice Approval Method for New Subcontracts C Project Manager System Approval Parallel Signatory Approval C Serial Signatory Approval New subcontracts default ta Specified Billing 3 Click Save Settings save settings Specified Billing 2009 3 of 11 Textura Corporation Confidential Es Textura Construction Payment Management A Status page is displayed confirming the settings are saved The project settings have been saved Contract Setting Reset an existing subcontract 1 From the Project Home Page select Subcontract List under SoV Subcontracts The Subcontract Listing page is displayed 2 Click the Contract Number of the subcontract to be set for Specified Billing Specified Billing 2009 4 of 11 Textura Corporation Confidential Pa Textura Construction Payment Management The Contract Maintenance page is displayed 3 Click Edit Settings in the upper left corner of the page under Save Changes and Revert to Saved Log Out Bluff Lake Builders Es Textura Contrac
8. ion Create Subcontracts Manually From Create Subcontract page Assign the contract or click here to view this topic Manage Subcontractor Invoicing When a draw is initiated that includes one or more contracts set to Specified Billing the Project Manager receives an email notification and a Manage Sub Invoicing action on the Project and Draw Home Pages Email Notification To the Project Manager s of Bluff Lake Builders Draw 4 has been scheduled for the project Bluff Lake Towers This Draw covers the period up to 31 Oct 2008 Please enter the invoices for vour subcontracts with Specified Billin a T ee UT click on the link below Manage Sub Invoice link Ma Textura a e M IRI Construction Payment Management Contact Cunency USD thaw Date 26 Oct 2008 Paint 01 00 2008 31 002008 I NE imi opecified Billing 2009 6 of 11 Textura Corporation Confidential Pa Textura Construction Payment Management When the email link or action is selected the system displays the Manage Sub Invoicing page 1 Click Enter Invoice Pa Te xtura PETS ge jut Construction Payment Management Contract cem Construction Draw 4 26 Oct 2008 rector Draw Date 26 Oct 2008 Perbod 01 Oct 2008 to 31 Oct 2004 Wak mee jse emia i Pie ona Peeled E merer Enter Invoice lt e 11000000 Surfaces Suboontr acted Totals 19 419 560 00 24 996 154 50 The Enter Invoice action is availabl
9. t Maintenance Construction Payment Management Contact 9889 Surfaces Harvard Surfaces Contract Currency USD ew mer Tot heaved Reallocaing for Draw 4 26 Oct 2008 Edit Setings The Contract Maintenance Settings page for the selected user is displayed 4 Place a checkmark in the box beside Use Specified Billing 5 Click Save Changes Home Log Out Fs Textu rad Contract Maintenance Daniel Stewart Project Bluff Lake Towers Bluff Lake Builders Construction Payment Management Contract 999 Surfaces Harvard Surface Contract Currency USD Save Changes Fievertto Saved Reatlocating for Draw 4 26 Oct 2008 i Contract aga Organization Harvard Surfaces Contract 110 000 00 Default Panrnent Manual Check Amount For Description Surfaces Defau Retention 000 Controlled No Open Book m Subcontract 18 Aug 2008 Sub S0V Option H A Use Specified FF Belling Log Quit Fa Textura m Construction Payment Management Contract 999 Surfaces Harvard Surfac Changes to contract have been saved The contract is complete To edit tris contract agam click nere To create new subcontract click nere To return to the subcontract listing click here opecified Billing 2009 5 of 11 Textura Corporation Confidential Halp Pa Textura Construction Payment Management Set new subcontracts to Specified Billing Refer to Module 4 Contract Administrat
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