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Balfour Beatty Tradex Platform

Balfour Beatty is making it faster, more cost-effective, and more environmentally-friendly for you to submit your invoices through the implementation of Tradex, our e-invoicing platform.

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Supporting your transition to electronic invoicing

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A message from Balfour Beatty

Find out why we're adopting Tradex as our e-invoicing platform of choice.

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Are you new to Tradex?

Get started with e-invoicing in just three simple steps.

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Already have a Tradex login?

Find out how you can connect with Balfour Beatty now.

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Need help or support?

We're here to help! Get access to videos, FAQs, and more.

A Message from Balfour Beatty

Welcome to the Balfour Beatty/Tradex e-Invoicing Management Portal.

As a valued supplier to Balfour Beatty we would like to take this opportunity to inform and remind you of the requirement to submit any and all invoices via Tradex in order to deliver an efficient and cost effective invoice to payment process.

Tradex provides secure and predictable invoice delivery. Your invoices are received in a format that will be quickly imported and processed, resulting in fewer errors and delays in processing your invoices for payment. Tradex is an e–trading connection that is used by organisations throughout the industry which means that your connection will also give you the ability to exchange paperless invoicing with other customers. For more information on the connection options available to you please click here.

If you have any questions regarding your choice of connection method, please contact the Balfour Beatty project team on einvoicingqueries@balfourbeatty.com

To assist in delivering mutual benefits through this process, suppliers must not engage in the delivery of any services or goods without being in receipt of a valid purchase order. In addition, all invoices must quote the exact ticket number quoted on delivery paperwork.

These requirements are designed to ensure transparency, fairness and efficiency. Therefore we must advise that failing to comply may prevent your invoice being processed. Please also note that compliance with the above is a major consideration when selecting suppliers for future business.

What are the benefits to using Tradex?

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Increase Efficiency

Analyse information like payment due dates and view references for paid invoices.

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Improve Relationships

Find the right suppliers quickly and ensure only the best-performing accredited suppliers are used.

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Gain Visibility

Monitor and view the status of those invoices submitted through Tradex in real-time.

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Increase Productivity

Upload statements, compare invoices and submit adjustments with the statement reconciliation tool.

Are you new to Tradex?

Tradex is the the largest connected supply chain and e-invoicing network dedicated to the construction industry.

Tradex provides secure and predictable invoice delivery. Your invoices are received in a format that will be quickly imported and processed, resulting in fewer errors and delays in processing your invoices for payment. Tradex is an e-trading connection that is used by organisations throughout the industry which means that your connection will also give you the ability to exchange paperless invoicing with other customers.

What is the Tradex Portal?

This is a simple and free web-access to Tradex that allows you to enter your invoice details using an online form. Tradex Portal is not integrated with your back office applications, but is ideal for companies who only exchange a low number of documents, allowing organisations to start exchanging invoices electronically immediately and without any start-up costs. This connection type includes attachments, reports, PO flip, invoice templates and 7-year archiving.

  • Purchase Order Flip

If you receive orders from Balfour Beatty through Tradex and have been provided with PO flip then when entering invoices through the portal you will have the ability to prepopulate the invoice information from the order rather than entering all of the invoice details making it quicker and easier for you to send invoices. 

Please see the video below to see what to do.

If you are interested in using PO Flip, please email einvoicingqueries@balfourbeatty.com.

 

Set up your account today to avoid disruption and delays to the way your invoices are paid. It just takes three easy steps!

  1. As a valued member of the Balfour Beatty supply chain you will have been sent an email with a unique sign up link included.
  2. Follow this link, set up your password (Tip – this will need to include a Capital letter, symbol and number)
  3. Once you are set up and logged in – go to the top right of the screen and click on the notification symbol to accept your trading relationship.
  4. If you’re unable to see create online invoice once you’ve accepted the invite, logout and back into Tradex for this to update. To logout of Tradex, click onto your username at the top right and select logout from the drop down. If you just close Tradex this won’t log your account out.

Tradex Automated

Using an automated connection, invoices are exported from your back office application and uploaded into Tradex. Tradex handles the data conversion between the format you upload and the format required by Balfour Beatty. The same connection can also be used to send electronic invoices to other customers.

 

Want to get started with Tradex Automated? Let us know!

Learn more about the file formats we support here.

For information on how to register and ensure prompt payment, please email einvoicingqueries@balfourbeatty.com with confirmation of your Full Company Name, VAT Number and a recent Balfour Beatty PO number.

 

Already have a Tradex login?

You are likely already aware of the many benefits to being part of the construction industry's largest supply chain network.

Login to Tradex Portal

 

Are you using the Tradex portal with other partners?

If you already use the Tradex portal, then simply log in and accept the invitation that has been sent to you. It's as simple as that!

And remember, if you're processing more than 30 invoices per month, we recommend implementing an automated connection. Get in touch now to discuss your options.

Do you already have an automated connection through Tradex?

If you already have an automated connection set up within Tradex for other buyers, adding another could not be easier!

Simply log in and accept the invitation to trade electronically with CUSTOMER. Please remember to add your unique Account Number/ID in the Trading Relationship before completing this process. You are then ready to send your first invoice through Tradex, as you already do for your other customers.

Frequently Asked Questions

How can I view or accept invitations on Tradex Portal?
How can I change my user details?
How can I change my company details?
Is it possible to add an extra user to my Tradex Portal account?
How can I add attachments to an invoice?
How do I raise a credit?
How can I view the invoices or credits I have sent?
How do I know if my customer has received my invoice?
How do I find out when my invoice will be paid?
How do I invoice a customer that is not on my trading partner list?
Why was my invoice rejected?

 

How can I view or accept invitations on Tradex Portal?
After you log in to Tradex Portal, you will see a blue banner with a message at the top of the welcome page. This banner displays any pending invitations that have not yet been accepted. Alternatively, you can access invitations by clicking the bell icon at the top right hand corner of the welcome page.

How can I change my user details?
You can change the details within your user profile by expanding the My Details menu on the left pane and then clicking My Details. In the My Details - Edit page displayed, you can amend or add details such as your name, contact number and password.

How can I change my company details?
To change your company address or contact details, expand the My Details menu on the left pane and click the My Details option. The address details are on the second My details - Edit page. To change your company name and/or VAT number, first contact all your Tradex Portal trading partners to ensure that they have the new details set up in their accounts system, and then contact Causeway at support@causeway.com.  In some circumstances, a new company may need to be created on Tradex Portal.

Is it possible to add an extra user to my Tradex Portal account?
Yes. If you would like to add an additional user to your Tradex Portal account, send an e-mail to tradexcommunitymanagement@causeway.com for more information.

How can I add attachments to an invoice?
If you have purchased the Attachments module, an Attachment Details section will be displayed when you enter the invoice details. Click the Add Attachment link to add one or more attachment files. If you do not have the Attachments module and would like to purchase it or request further information, contact Causeway at tradexcommunitymanagement@causeway.com.

How do I raise a credit?
To raise a credit, click Invoices from the left pane and then click Create Online Credit. In the Create online credit – Create page, you can raise a credit in the same way as you do an invoice.  Alternatively you may have the Create Online Credit option saved as a shortcut in the centre of the home page when you log in.

How can I view the invoices or credits I have sent?
To view the sent invoices or credits sent, click Invoices from the left menu, and then select View Invoices Sent. In the View invoices sent - list page, you can use the filters to search for invoices and credits that you have sent. For example, you can search for an invoice or credit note by using the document (invoice) number as the search text.

How do I know if my customer has received my invoice?
Once you log in to Tradex Portal, click Invoices from the main menu on the left, and then click View Invoices Sent. In the View invoices sent - list page, you can search for invoices using the filters. Invoices with a status of Not D/L (Not Downloaded) have been successfully added on to Tradex Portal, but they have not yet been sent to your customer. Invoices with a status of Downloaded have been successfully sent to your customer.

How do I find out when my invoice will be paid?
Currently, Tradex Portal does not hold any payment information. Please contact your customer for any payment information.

How do I invoice a customer that is not on my trading partner list?
If you would like to send invoices to a company that is not on your trading partner list, contact them directly for approval. If they are already using Tradex Portal, they can send you an invitation directly. You can also ask them to send an e-mail to the Tradex Community Management team at  tradexcommunitymanagement@causeway.com to discuss the options for setting up Tradex Portal for your trading partner.

Why was my invoice rejected?
If your online invoice is rejected, a red box will appear with an error message. Please read the message thoroughly, as it will explain exactly why your invoice is failing. If you still believe that your invoice should not be failing, save the invoice and then contact your customer. When you save the invoice, the customer support team can view the invoices to determine problems. Saving the invoice also allows you to quickly resubmit the invoice once the problems are resolved.

 

Need help or support?

Entering an Invoice

 

3 Ways to Connect

 

Knowledge Base

Download onboarding guides, view step-by-step walkthroughs on various areas within Tradex, and find answers to the questions you may have.

VISIT THE HELP PORTAL

Join the Community

Thousands of forward-thinking organisations are already transforming their commercial performance with Tradex.

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1k

suppliers trading within 8 weeks

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92%

of suppliers trading within 12 months

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76%

of suppliers trading within 6 months

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90%

adoption of e-invoicing within 12 months

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97%

inbound e-invoicing

Need help or want more information?

Talk to our Tradex onboarding team now!

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