Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Add an additional item.
  • Use the Additional Item Type created above.
  • For the name, use something easy to remember like "Fee Retainage." You must call this item the exact same thing every time or you will get additional lines on your invoice. (See screenshot below showing headers on the invoice for Fee and Additional Items with name "Fee Retainage.")
  • Calculate the amount which needs to be withheld (calculation performed outside Unanet).
  • Enter the withholding amount as a negative number.
    Image Removed
    Image Added

Reporting on the Fee Withheld:

...