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How to add Specific Jobs to a retainer

This guide explains how to add specific jobs to retainers to improve resource planning and prioritize client service.

Step by Step Guide:

1. Navigate to ACCOUNTING > General Ledger > Retainers.

2. Use the Filters to narrow down your search, or scroll through the list of CLIENT.

3. Select the CLIENT name you wish to add specific jobs for.

4. Click Specific Jobs on the top of the page.

5. Click ADD JOBS TO THIS RETAINER.

6. Check all the JOB NO. that you wish to add to the retainer.

7. Click OK.