What is Payment Authorization?
Payment Authorization lets you connect CAE requirement compliance with contractor payment management, all from Twind. You can flag which requirements are critical for a company to get paid, and Twind will automatically calculate whether it is authorized — no spreadsheets or manual cross-checks needed.
Step 1 — Flag requirements as critical for payment
In the requirements configuration, enable the "Critical for payment authorization" flag on the requirements you want to link to payment.
ℹ️ Keep in mind: a single requirement can be critical for access, for payment, for both, or for neither. You decide in each case.
Only requirements flagged as critical count toward the authorization calculation.
Step 2 — Choose the calculation mode
Twind offers two modes depending on your internal policy:
Individual mode
Each contractor is assessed on its own. If it fails a critical payment requirement, it is marked as Not Authorized. The rest of the contractors are not affected.
Subcontracting chain mode
If one company in the chain is blocked, every company participating in that chain is blocked as well. Useful when your policy requires the entire chain to be compliant before authorizing payment.
Step 3 — Check the authorization status
You have two views to monitor the situation in real time:
Company view
Shows the authorization status of each contractor and the detail of which requirements are blocking payment.
Contract view
Provides the same information at contract level, including projects, activities, and non-compliance reasons.
In the contract view you can enable "Show expired contracts" to include expired contracts and see their current compliance status.
Export the data to Excel
From either view you can export all visible records with one click, based on the filters you have active.
ℹ️ Keep in mind: exporting is available for the Client Admin and Contract Manager roles.
Connect it to your ERP or billing tool
If you need your ERP to consume this data automatically, the public Payment Authorization API makes it possible. It returns the payment status per contractor, per contract, the blocking requirements, and the results of both calculation modes.
Who has access?
Role | Access |
Client Admin | Full access and export |
Contract Manager | Full access and export |
Client Reader | View only, no export |
API Manager | API access management |
Do you have any questions?
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