Reclassifying a Retention Receivable Balance to Current
Use this procedure if you are reclassifying a retention receivable balance to current without a draw request.
- Go to .
- Enter an invoice for the contract.
- In the header, select Override calculated retention.
- In the Retention field, enter the retention you want to reclassify with a negative sign.
- The Current amount will be the positive of your retention entry.
- In the grid, enter 'Reclassify Retention' in the Description field (with no amounts).
- Save and update the invoice.