Audience: accountants and project managers.
Retention handling
New jobs (recommended)
Set up SOVs in Vista JC
Bill exclusively through Siteline
Retention lives entirely in AR
Existing jobs previously billed in JB
Pre-Siteline retention remains in JB
Siteline-issued retention posts to AR
Retention releases may need to occur in both modules
Batch processing (best practice)
Pull the first batch number from Vista
Reuse that batch number for all invoices in the same billing period
This keeps transactions grouped and simplifies posting
Known limitations
Export T&M invoices
Export retention-only invoices
Export lien waivers
Export compliance documents
Stored materials automation (manual only)