{"id":2894,"date":"2023-11-23T15:02:21","date_gmt":"2023-11-23T04:32:21","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=2894"},"modified":"2024-07-15T10:55:12","modified_gmt":"2024-07-15T01:25:12","slug":"how-to-consolidate-the-retention-line-item-in-commitment-claim","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/how-to-consolidate-the-retention-line-item-in-commitment-claim\/","title":{"rendered":"How to consolidate the Retention Line Item in Commitment Claim?"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Overview<\/h2>\n\n\n\n<p>Enabling this option will consolidate all retention into 2 line items: 1 for retention withheld and 1 for retention released.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Precondition<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>User must set Retention Type in OneCore to Line Item Retention Type through this<strong> <a href=\"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/how-to-configure-retention-type-in-line-item\/\"><u>tutorial<\/u><\/a><\/strong><\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Example<\/h2>\n\n\n\n<p>This is an example of <strong>consolidation retention into 2 line items<\/strong> in QuickBooks Bill.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"517\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/image-167-1024x517.png\" alt=\"\" class=\"wp-image-2897\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-167-1024x517.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-167-300x151.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-167-768x388.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-167-50x25.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-167-1536x775.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-167-60x30.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-167-100x50.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-167.png 1876w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>My SOV in Procore Commitment Claim.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"455\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/image-168-1024x455.png\" alt=\"\" class=\"wp-image-2898\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-168-1024x455.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-168-300x133.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-168-768x341.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-168-50x22.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-168-1536x683.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-168-60x27.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-168-100x44.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-168.png 1856w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Tutorial<\/h2>\n\n\n\n<p>1. In OneCore, Go to <strong>Invoices > Commitment Settings.<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"247\" height=\"159\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/image-165.png\" alt=\"\" class=\"wp-image-2895\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-165.png 247w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-165-50x32.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-165-60x39.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-165-100x64.png 100w\" sizes=\"auto, (max-width: 247px) 100vw, 247px\" \/><\/figure>\n<\/div>\n\n\n<p>2. Check &#8220;Consolidate Retention Line Items&#8221; to activate it.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"373\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/image-166-1024x373.png\" alt=\"\" class=\"wp-image-2896\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-166-1024x373.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-166-300x109.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-166-768x280.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-166-50x18.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-166-1536x560.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-166-60x22.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-166-100x36.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-166.png 1636w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>3. Click Save General Settings.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview Enabling this option will consolidate all retention into 2 line items: 1 for retention withheld and 1 for retention released. Precondition Example This is an example of consolidation retention into 2 line items in QuickBooks Bill. My SOV in Procore Commitment Claim. Tutorial 1. In OneCore, Go to Invoices&#8230;<\/p>\n","protected":false},"author":15,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[71,67],"ht-kb-tag":[47,64],"class_list":["post-2894","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-transactions-commitment-claims-qbo","ht_kb_category-faq-qbo","ht_kb_tag-check","ht_kb_tag-qbo"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2894","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=2894"}],"version-history":[{"count":3,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2894\/revisions"}],"predecessor-version":[{"id":3421,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2894\/revisions\/3421"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=2894"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=2894"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=2894"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}