This Help Article covers;

The Retentions Report displays as 1 part;

Displaying a Retentions Report is done from the Side Menu's Reports Side Tab’s Quick Options.

Quick Flow:

1. Hover over the Reports Side Tab to display the Quick Options, then Press the Retentions option to display the REPORTS: Retentions Page

💡 TIP: Uninvoiced Retentions display on the Katipolt Dashboard as a Tile (if selected), the Retention Report can also be accessed by Pressing on the Uninvoiced Retentions Tile.

💡 TIP: The REPORTS: Retentions Page by default displays a list of all "Retentions", you can customize the view by Pressing the Refine Filters button, then Selecting from the array of filters, then Press the [VIEW RESULTS] button.

The Retentions Report displays a "Retention Release Date" column to assist with determining when a held Retention is due to be released.

When ticking "Retentions Apply" on the Job page, enter into the "Estimated First/Next Retention Release" field the Date of the Retention release

When Claiming Retention, on the Retention Claim Lock popup, enter the Date of the next Retention release (if any), this will update the "Retention Release Date" column

⚠️ NOTE: Retentions that have passed their “Retention Release Date”, and have not been Invoiced, trigger the Ready to Invoice flag and display in the Ready to Invoice tile count.

💡 TIP: Should you forget to enter a Date when ticking "Retentions Apply", OR when you lock a Retention Claim, you can go to the Job page and enter/re-enter a Date.

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