Use this procedure if you are reclassifying a retention receivable balance to current without a draw request.

If you are reclassifying a retention receivable balance to current with a draw request, see Reclassifying a Retention Receivable Balance to Current Using Draw Requests.

1. Go to Accounts Receivable > Data Entry > Customer Invoices.
2. Enter an invoice for the contract.
3. In the header, select Override calculated retention.
4. In the Retention field, enter the retention you want to reclassify with a negative sign.
5. The Current amount will be the positive of your retention entry.
6. In the grid, enter 'Reclassify Retention' in the Description field (with no amounts).
7. Save and update the invoice.