⭐ Add-on feature. Payment Authorization is an additional feature that must be contracted separately. Contact your Customer Success to activate it.
Until now, CAE requirement compliance, contractor management, and payment authorization were three separate processes. From today, you can link them directly in Twind: mark which requirements are critical for a contractor to receive payment, and Twind will automatically calculate whether they are authorized — in real time, without intermediate spreadsheets.
Define the rules
In the requirements settings, enable the Critical for payment authorization flag on the requirements you want to link to authorization. Only those requirements count for the calculation. A requirement can be critical for access, for payment, for both, or for neither — you decide.
Choose how to calculate authorization
If each contractor is only accountable for themselves, use Individual Mode: as soon as they fail a critical payment requirement, they become Not Authorized; the others are not affected.
If your policy is stricter and you want the entire subcontracting chain to share the risk, enable Subcontracting Chain Mode: if one company in the chain is blocked, all companies participating in that chain are blocked too.
Check the status whenever you need
You have two views to monitor the situation:
By company shows the authorization status per contractor, with details on which requirements are blocking payment.
By contract gives you the same visibility at contract level, with works, activities, and reasons for non-compliance.
In this view you can enable Show expired contracts to include expired contracts and see their current compliance status.
From either view, you can export the data to Excel with one click — with all records visible according to the active filters. Available for Client Admin and Contract Manager.
Connect it to your ERP
If you need your invoicing tool or ERP to consume this data automatically, the new Payment Authorization public API makes it possible: payment status by contractor, by contract, blocking requirements, and results from both calculation modes.
Who has access?
Client Admin and Contract Manager: full access and export
Client Reader: view only, no export
API Manager: API access management
Need more help?
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