Intended audience: accountant or project manager. Common questions about how Siteline and Acumatica work together.
Can Siteline handle retention?
Partially. Siteline reads retention values from Acumatica but cannot override them. If the retention amount in Siteline doesn't match what Acumatica expects, Siteline will still push the invoice but prompt the user to adjust retention manually in Acumatica.
How does Siteline handle change orders?
Change orders in Acumatica alter the original line item values. Siteline reflects the updated value as a modified line in the SOV. Separate tracking of COs is not available through the integration.
Does Siteline create pro forma invoices in Acumatica?
No. Siteline syncs finalized AR invoices. Pro forma billing and approval workflows must be completed within Acumatica directly.
What if a sync fails due to a retention or permissions issue?
Siteline will flag the error, push the invoice (if possible), and display instructions to adjust the value or approve the invoice in Acumatica manually.