Contract Retention Management

Overview

This feature is not a step in the creation of Job Sale Invoices (Accounts Receivable invoices); rather, it assists authorised personnel in managing, tracking, and requesting retention releases for Job Sales Invoices. This is separate from Subcontract Retention management.

User document: Contract Retention Management

Steps

	Actions	Person

	Actions	Person
Setup	Create new Retention Codes or update existing one. Apply to the preferred job in the Job contract screen for its Job sale invoices.	Project manager
Manage	Access this screen to all retentions. Manual input the retention lines in a Job sale invoice	Project manager

Relations

Inputs	Outputs	Relations

Inputs	Outputs	Relations
Billing setup Retention codes	The feature is ready to use	Job Sales Invoices