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Proforma/AIA Retainage Invoice on the same date

  • August 13, 2026
  • 0 replies
  • 3 views
J
Freshman I

The method in which retainage for Proforma/AIA invoices is done, is causing extra work on our team. With Acumatica's method of not being able to run an invoice and a retainage invoice with the same date has a high risk for error and corrections. A product enhancement to change the function and flow for retainage invoices that require an AIA should be looked at. Our legacy system allowed us to process these easier. Is there anything in the works to enhance this function?

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