Hi Guys, I’m using the Fixed Fee Billing in Project Entry so I can capture Retainage, otherwise I would skip Project Entry and Keep using deposit invoices, But anyways I’m setting up the Fixed Fee and running the Project Invoice Prep Process but nothing is populating in the Fixed Fee Review. What am I missing? Do I also need to set up a WBS Phase? I’m not receiving any error’s.
Hey Kristin - were you able to find the solution to this?
Yes I realized I was missing one more step. I had to add “Activity Detail”. I’ve since abandoned using the Project Invoicing as it’s too many steps and you can’t adjust the amount. I’ve reverted back to creating a shipment invoice and adding a Misc Charge for the retainage amount.