Add the on-system tier-sub information/line item details to the export option, from the Modify Billing details screen
If this is an existing task, how would you like to see this task enhanced or improved? Include on-system tier-sub detail lines in the export file
- Who (what role) needs to be able to accomplish this task? PMs/Invoice Approvers
- What Textura pages (if any) do you expect to be affected by your idea? Manage Invoices, Edit invoice details (modify billing details) screen
How and why does this idea contribute to the success of your organization?
- What will the business impact be on your organization if your idea is delivered? This will make the pay app review process easier on larger contracts with multiple on-system-tier-subs, so we can export all data to Excel for discussion/revisions outside of Textura, prior to making changes in the system. It also makes auditing a project nearing completion easier to download all of the information into one spreadsheet.
- How many users do you expect to be affected by this improvement? All Invoice Approvers on projects with on-system tier-subs.
Reminder: Never include personal information or data