Since we converted to Digital AP (Timberscan), the only way to tell if an open amount is Retainage or not is to select it for payment or view the attachment. Sounds trivial, but when there are hundreds of open retainage items, it is time consuming. Also if there are multiple retainage items open for a sub and they bill for a small amount those invoices sometimes get skipped over because the amount looks like a retainage amount.
Perhaps a separate column for Retainage amounts?

by: Jody M. | over a year ago | 7 General Enhancements

Comments

• Can't you see this in the distribution section of select invoices to pay?

  by: Jennifer H. | over a year ago

• IF you can put a "d" behind the amounts for discounts, why can't we put an"r" behind the items that are retainage only amounts.

  by: Carrie H. | over a year ago

• A simpler way to bill retainage in AP would be EXTREMELY HELPFUL and add to the functionality of the reports. It would certainly eliminate custom reports for AP retainage.

  by: Kimberly S. | over a year ago