Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Don't miss out on our Pop Quiz You only have until December 19, 2025, 3:00 PM ET to comment your answers and earn rewards! Click here for more details.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
No Limits. Just possibilities.
Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Explore new breakthroughs, sharpen your skills, and connect with experts who are shaping what’s next. Experience bold keynotes, interactive learning, and connections that span the global NetSuite community. Discover what's next at SuiteConnect Tour 2026.

Reporting on retainers balances / project draws

edited Jul 3, 2024 12:29PM in SuiteProjects Pro Discussions

<font face="Arial" size="2"><span style="font-size: 10pt; font-family: Arial"></span></font>   <p><span style="font-size: 10pt; font-family: Arial">A common question for users using Retainers is how to build an accurate report that shows the projects and invoices to which retainers have been applied (each retainer draw) and subtotals these values by projects instead of clients.</span></p>  <p><span style="font-size: 10pt; font-family: Arial">Here are some quick steps to build this type of report:</span></p>  <ol><li class="MsoNormal"><span style="font-size: 10pt; font-family: Arial">Navigate Reports > Summary > Projects (under      Account-wide). </span></li><li class="MsoNormal"><span style="font-size: 10pt; font-family: Arial">Specify your date range in the Time periods section.      </span></li><li class="MsoNormal"><span style="font-size: 10pt; font-family: Arial">Include the value “Invoices

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 4 (Oct-Dec 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders