Retention

Open this screen in Saral/projects/retention

Every retention entry on the job in one table, both ways round: what the client holds on us (released at practical completion and the end of the defects period) and what we hold on each subcontractor. Certified applications and packages with a retention % put their figures here by themselves; you record releases and anything the registers do not carry.

You enter

A held, released or adjustment entry — direction, counterparty or package, amount, date, due date, reference
Releases received from the client, ticked from the paid sales invoices Xero holds
A retention ledger pasted in, confirmed row by row

Saral fills in

Retention held on every certified application, from the applications register — edited there, never copied here
Each package's retention % of what has been approved to date, from the Payment schedule — replaced by a recorded held entry linked to the package
The main contract's release shares and dates under the contract particulars, and whether each is due
Make-good readiness per package, as a read-only release signal

It produces

The retention statement, both directions, as a PDF on letterhead — filed to the project on request
The register as Excel with live totals, emailed on request
The retention-release dates on the Payment calendar

Three sources, one table

Recorded entries are yours. Application retention comes from the certified applications on Valuation → Application and cannot be edited here, so the two never disagree. Package retention comes from the Payment schedule's approved-to-date at the package's rate until a held entry linked to the package replaces it.

All projects

The All projects chip opens the portfolio view — retention across every job you can see, with the ageing of what is still outstanding.

Next screen: /projects/payment-schedule

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