• Retention doesn't include tax in calculation.

    In Progress Billing if a job is taxable Sage calculates taxes correctly but does not include them in the retention calculation. It calculates 10% of the base rate only. For these taxable jobs I have to create an Excel of the pay app to send to the client…
  • AR Due Dates

    Hello, I wanted to see if anyone had a work around for this issue related to retention and invoice due dates. Example: We have progress billing for November outstanding that has not been paid. In December, we are 100% complete with the job and…
  • Progress Billing retention calculation method

    Right now our system calculates retention only on the pre-tax amount. Is there a way to tell it to calculate retention on the entire invoice amount, including tax?