Swinerton Support

How to View Outstanding and Paid Owner Invoices Document Overview  - Report shows all invoices tied to a specific Owner   - Report shows invoice deta...

How to View Payment Details by Owner Document Overview  - Report shows Owner payments including invoice number, invoice amount, and amount paid   -...

CLOSING JOB CHECKLIST (see attached)

How to Run a Subcontract Subledger Report When Requested by Textura Document Overview  - Textura requests a Subledger Report when an Off-System Payment...

How to Add Billing Codes to a Project  Document Overview  - This process is performed after a budget is uploaded and/or when there are changes to a bu...

How to Attach Backup Documentation to an Owner Billing  Document Overview  - Upload and attach an Owner billing PDF file to an invoice   - Beneficial ...

How to Add PLP and PSI Coding to a Project   Document Overview  - Add coding to an existing project template    NOTE: This function is primarily...

How to Apply a Joint Check Method Before Payment is Released on a Subcontract  Document Overview  - Useful when payment needs to be disbursed to a sub...

How to Apply a Paid When Paid Hold to a Subcontract  Document Overview  - Subcontract will not be paid until the Paid When Paid (PWP) hold is manually...

How to Remove a Paid When Paid Hold on a Subcontract  Document Overview  - Subcontract will automatically be paid by the invoice due date for Normal P...