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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

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