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Retention Tab for Subcontractors

Billing for Line Item Retention for Subcontractors

There are two ways to bill for line item retention during a period.

Line-by-Line Billing

To enter retention on a line-by-line basis:

1. Navigate to your Billing Workflow for Subcontractors
   • The action to Enter Billing Details for Period appears under Tasks. You can find it on the Tasks, Project Home, and the Period Home pages.

     Notes: 

     • The Enter Billing Details task remains available until the payment application is signed.
     • If the period has previously been rejected, a Re-enter Billing Details task will appear instead.
     • The name of this link changes depending on your workflow step. For example, you may see Record Sub-Tiers if you already entered progress or retention billing amounts.
   • If you are accessing your Billing Workflow as a part of the signing process, you will see a Sign Payment Application link on the Tasks, Project Home, and Period Home pages.
2. If you do not automatically see the Retention tab, select it from the blue bar at the top of the page.
3. From the Retention tab, select a line to bill against.

   The selected field will have a darker border than the other cells in the table.

   Note: Retention is entered on a line-by-line basis unless you request overall retention or a project uses Contract Level Retention. Remember, Contract Level Retention is mainly used for Australian projects.

4. Enter an amount to bill in the Request Previously Held column. This amount cannot exceed the Retention To Date value.
5. Review the totals at the bottom of the page, including retention, and make any adjustments needed.
6. (Optional) Enter your comments. Line item comments entered here are visible to your Main Contractor when they view or modify your payment application.
7. Select the Save & Continue button to progress to the next tab in your Billing Workflow.

Bill for Overall Retention

To bill for retention across all line items:

1. Navigate to your Billing Workflow for Subcontractors
   • The action to Enter Billing Details for Period appears under Tasks. You can find it on the Tasks, Project Home, and the Period Home pages.

     Notes: 

     • The Enter Billing Details task remains available until the payment application is signed.
     • If the period has previously been rejected, a Re-enter Billing Details task will appear instead.
     • The name of this link changes depending on your workflow step. For example, you may see Record Sub-Tiers if you already entered progress or retention billing amounts.
   • If you are accessing your Billing Workflow as a part of the signing process, you will see a Sign Payment Application link on the Tasks, Project Home, and Period Home pages.
2. If you do not automatically see the Retention tab, select it from the blue bar at the top of the page.
3. From the More menu on the Retention tab, select Contract Level Changes.
4. In the Change Retention Held % field, enter a new retention percentage.
5. Select Save.

   The application calculates the difference between the original retention rate and the new percentage you entered. It will then automatically request the correct retention amount in the Request Previously Held field for all line items which had previously held retention.

6. Select the Save & Continue button to progress to the next tab in your Billing Workflow.

Next: Record Sub-Tiers Tab for Subcontractors

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Last Published Wednesday, July 10, 2024