Hi @katiedavison
The reversal / adjustment of an AIA Document (or any project/proforma) needs to be done via the proforma screen, not from AR. We can help decipher the details, when don the Proforma/AIA Revisions, there are a few other things to keep in mind and some feedback/recommendations that others have outlined;
- Pay careful attention to dates when invoicing, reversing, correcting, releasing retainage… every step of the way, dates determine correct reporting on the AIA.
- In general, reverse documents in opposite order of how they were created (Last in, First Out).
I’ll ask someone to reach out and review your situation and next steps.
Thanks.