Installer Retention

May 20, 2:10-3:10pm  |  Hermitage AB  |  🟣 Accounting

Processing installer holdbacks and payouts of holdbacks.

with Bonni Georgi

Media

Slide Presentation

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Installer Retention Slides
File Size:	3467 kb
File Type:	pdf

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Outline

1. Benefits and Features
     a. Automation of holdback by percentage
     b. Simplified payout procedure
     c. Centralized tracking

2. Retention Automation
     a. AP automation of holdback
     b. Individualized caps and percentages

3. Centralized Tracking
     a. One workspace with Holdback Inquiry Report
     b. View retention, payout, and outstanding balances

4. Simplified Retention Payouts
     a. AP simplicity and automation directly from report

5. JobRunner Project Retention
     a. Installer retention by project has specific settings
     b. Payout retention by project in one report workspace

6. Transitioning with Existing Balances

7. Summary