Hold Remainder function creates two additional transactions in the Pro forma invoice

@NAthukorala47  This will take some investigation as to why the lines are being duplicated.  Will you please enter a case and add credentials and specific project and transaction etc.

We have the same issue on our side, the thins is that the reason the transacion dicplicates itself is that it passes through all the billing rules and applies fees. The check mark that transforms the transacion to “billed” will not apply to “reported transaction”, and until we “write off” the firts line ot the “reported transaction” the line will continue to reapeer into the nexts pro formats, x times the number lines in the billing rules. How can we stop this

​@marcandrematte  that doesn’t sound like out of the box behavior.  Please enter a case with credentials so we can look into this situation.

Hi ​@NAthukorala47 were you able to find a solution? Thank you!

Hi ​@NAthukorala47 , we have finally fount the issue for our multiple repreated transactions, and hope il will resolve your issue. Here is a print screen of our billing rule:

Essentially every time we used hold remainder in our pro format invoice for hours, when we tried to bill thos remainded hours, it duplicated the transaction (from step 20 to 35) since the steps would have some conditions compiling the actual step, for example if the hour was overtime, or not, on the fiels or not, was the material in the time sheet or not… every step would have the same account group but certain condition to compile itself.

Since the hold remainder would repost new transactions to be billed, eaven though the posting was in a different account group, il would still post some “fantom” transaction. The amount could be at 0, but the description would be new etc.

Essentially here is what we did:

Create a new account group for remainders, with a single account which would follow the remainder transactions:

In the project prefence tab, select a account ment for followin all there remainder transactions:

Put this account in the newly created account group:

add a new step to the billing rule:

No need to enter any formula as that rule will only extract what was posted in the account!

there ya go!!

Thank you for sharing this solution with the community ​@marcandrematte!