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Question

Reversing Opening Balance Retainage documents

  • October 16, 2024
  • 2 replies
  • 62 views

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Hello,

Can someone please tell me a method to reverse loaded opening balance retainage documents?

These are documents loaded in “Migration Mode” with “Retainage” on and with Project/Project task. The documents are loaded with 100% retainage so that the full amount is retained amount.

The documents are loaded with TAXABLE option since the expectation was to load the data without tax. But later client informed that the amount is actually inclusive of Tax.

I am trying to reverse the originally loaded retainage documents and then reload them with EXEMPT option.

(Or if there is an easy way to correct them.)

2 replies

Heidi Dempsey
Community Manager
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  • Community Manager
  • 309 replies
  • October 16, 2024

@johnythevara48  You can turn migration mode on and reverse or reverse and apply these invoices.  Hope this helps


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 3296 replies
  • December 24, 2024

Hi ​@johnythevara48 were you able to find a solution? Thank you!