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Managing CCIP / Insurance withholdings & refunds

Aijaz SK-Oracle12 hours ago — edited 12 hours ago

Hi Textura community,

We’re gathering input on how customers handle CCIP / Insurance deductions during a project and the true-ups often needed at closeout (final reconciliation).

What we’re hearing

Some customers apply CCIP deduction as a discount to subconractor payments and later need to reconcile if the estimate was too high/low or the effective rate changes over time. In many cases, teams use split payments as a workarounds to complete those true-ups. For example, some teams use split payments/joint checks to represent CCIP withholdings (splitting part of the payment away from the subcontractor). Then, when a refund/credit is needed at closeout, they may have to create a negative split payment to return funds. These workflow adds effort, introduce inconsistency in reporting/accounting, and create confusion for project teams and subcontractors.

What we’re considering (high-level)

A dedicated CCIP Withholding/Refund capability in Textura to support CCIP withholding & true-ups more explicitly (without relying on split-payment workarounds), and to make it clearer what the adjustment is and why it’s being applied.

Questions for you

  1. Do you manage CCIP/CSIP as a discount deduction in Textura today? How often does the rate change during a project?
  2. How do you currently handle true-ups at closeout (refunds or additional withholding)?
  3. What are the biggest pain points today (time spent, rework, subcontractor confusion, reporting/accounting alignment, approvals, etc.)?
  4. If Textura offered a dedicated CCIP Refund/Withholding feature, what outcomes would matter most to you (e.g., less manual effort, clearer communication to subs, cleaner integration)?

Thanks in advance - your feedback will help us validate the need and shape the direction.

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