construction

View retainage release details from a release batch, AP supplier invoice, or AR sales invoice

Retainage release information now displays in four areas of Sage Intacct, streamlining your workflow and offering a comprehensive view across customers and suppliers.

What's changed

Accounts Payable

We added a Retainage release details tab to the AP Retainage release page and the Bill details page, with links to most fields so you can easily drill down to the details.

• On the AP retainage release page:

  • To streamline retainage release information, we added a General tab. This tab contains the same Options and Details data that you're used to finding for a retainage release batch, all under a new header.

  • The new Retainage release details tab displays the data in an AP retainage release batch.

  

• On the AP supplier invoice details page:

  • The new Retainage release details tab lists AP supplier invoices that include held retainage amounts.

  • Now, you can easily find the release batch that generated the bill and tell whether a batch has been processed.

  

Accounts Receivable

We added a Retainage release details tab to the AR Retainage release page and the AR sales invoice details page, with links to most fields so you can easily drill down to the details.

• On the AR retainage release page:

  • To streamline retainage release information, we added a General tab. This tab contains the same Options and Details data that you're used to finding for a retainage release batch, all under a new header.

  • The new Retainage release details tab displays the data included in an AR retainage release batch.

  

• On the AR sales invoice details page:

  • The new Retainage release details tab lists AR sales invoices that include held retainage amounts.

  • Now, you can easily find the release batch that generated the AR sales invoice and tell whether a batch has been processed.

  

Good to know

In addition to viewing retainage release information, you can perform the following tasks on the Retainage release details tab:

• Filter and sort columns.

• Export the grid to a CSV file.

• Select links for most fields to drill into details.

How it works

To view information for retainage release batches:

1. Go to either Accounts Payable > All > Retainage or Accounts Receivable > All > Retainage.

2. Select to view or edit a retainage release batch in the list.

3. Select the Retainage release details tab.

To view retainage release information for AP supplier invoices:

1. Go to Accounts Payable > All > AP supplier invoices.

2. Select to view or edit a AP supplier invoice in the list.

3. Select the Retainage release details tab.

To view retainage release information for AR sales invoices:

1. Go to Accounts Receivable > All > AR sales invoices.

2. Select to view or edit an AR sales invoice in the list.

3. Select the Retainage release details

Permissions and other requirements

Subscription	Accounts Payable Accounts Receivable Construction Projects
Regional availability	Australia Canada United Kingdom United States
User type	Business Construction Manager Project Manager
Permissions	Accounts Payable Accounts Payable release retainage: List, View, Add, Edit, Delete Accounts Receivable Accounts Receivable release retainage: List, View, Add, Edit, Delete
Configuration	The Retainage release details tab displays only if you have the required subscriptions, permissions, and user type, and if you have set up Sage Intacct as follows: In Accounts Payable, enable AP retainage (Accounts Payable > Setup > Configuration). In Purchasing, enable retainage on transaction definitions (Purchasing > Setup > Transaction Definitions). In Accounts Receivable, enable AR retainage (Accounts Receivable > Setup > Configuration). In Order Entry, enable retainage on transaction definitions (Order Entry > Setup > Transaction definitions).