Construction
AR retainage release invoices now include project contract billing information
When you release retainage invoices in AR, those invoices now include project contract billing information from the project or AR retainage task. This billing information will not appear on non-project contract invoices.
Details
In addition to the Project contract billing details tab on your Accounts Receivable (AR) retainage release invoices, you can now also see information, similar to an Order Entry (OE) project contract invoice:
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External reference - Prefills from project contract. You can edit this information on your AR retainage release invoice.
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Contract description - Prefills from project contract. You can edit this information on your AR retainage release invoice.
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Contract date - Prefills from project contract. You can edit this information on your AR retainage release invoice.
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Architect - Prefills from project contract. You can edit this information on your AR retainage release invoice.
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Billing through date - For AR retainage release invoices, the billing through date prefills with the AR retainage release invoice date. You can change this information on your AR retainage release invoice. Then, recalculate the project contract billing totals linked to this AR retainage release invoice using the Update billing details totals button.
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For AR retainage release invoices, you can save the Billing application value. The default value is blank.
Example
Permissions and requirements
| Subscription |
Accounts Receivable (AR) Construction |
|---|---|
| Regional availability |
|
| User type |
Business user |
| Permissions | AR retainage |
