We have on-call city & county projects that require us to hold retention. Currently we are adjusting this in AR Cash Receipts and moving the retention balance when the check is received.
The ability to set retention in the customer, work order and/or invoice level would help greatly!
Brittany Johnson
| Company | LEI Companies |
| Job Title / Role | Accounting Manager |
| I need it... | 1 month |
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I just voted on this suggestion, but I see how old this suggestion is. Does anyone have a viable workaround for SM Work Order retention that they've come up with and would share?