Release Retainage on invoice permission
Option to have releasing retainage on an invoice permission set to Admin instead of Standard
Chris Freese commented
This is an absolute hot topic. The Contract Administrator should be the only person that can release retainage. The contractor typically has to provide certain documentation at the end of the project which would trigger a retainage release by the Admin.
David Cano commented
This is a necessary fix, as generally, the Bank/Owner/Trade agreements dictate when retainage can be released. Having only an Admin control this will ensure that the necessary steps set forth under said agreements are followed before any release is executed.
Sal Bousleiman commented
Or a granular permission. Another option is raising a flag whenever the retainage release amount is not zero.