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Ability to choose Invoice documents before exporting

Currently, while exporting documents from Textura to an ERP system, users does not have the ability to choose which documents they would like to export. The system by default exports all the vaulted and unvaulted documents as a zip file.

Few of our customers have requested for an ability to choose the docs before exporting. We have made changes to the TLC CloudERP adapter to support this feature but this is an adapter specific change.

We believe, we can add an ability on the export job modal on the Integration Home page to choose the documents before exporting using a manual or scheduled (To be decided) TLC export job.

If we decide to pursue this feature, we will implement changes on the “Create Export Job” modal to add a section which would enable users to choose the available document types and create the export documents job. Our systems will only export the selected documents to the ERP.

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Added on Aug 6 2024
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