Retainer report

SECURITY  Client Portal Manager or Taskfire Administrator security level

NAVIGATION   > Reports > Retainer Report

View your prepaid dollars through Client Portal A branded web portal through which you and your service providers can collaborate on tickets and projects. using the Retainer Report.

This is a three-part report that shows all time entries that were applied to the selected retainer purchase(s) in the selected date range, all other time entries from the same date range that were not applied to the retainer, and a summary of all active retainer purchases regardless of date range.

The following sections of data are available:

• Retainer Purchases of [amount] on [date]: This section details the task or ticket work that was applied towards your block hour purchase.
• Non-Retainer Deductions: This section details the task or ticket work that was not applied towards any prepaid labor agreement and any adjustments made to this labor after it was billed.
• Contract To-Date Totals: Active and Paid Retainer Purchases Only: This section provides totals for the active retainer and non-retainer deductions used and what the resulting retainer balances are.

This section provides totals for ALL labor and is not filtered by the report criteria you entered when running the report.