8/17/2024
Payable vs. Gross Toggle
This feature provides users the ability to see overview expenses data both with and without retention.
On all overview levels, Program, Site, Project & Commitment, expenses can be shown with or without retention within the entity overview expense widgets (and the corresponding side drawers). This feature will only change displayed amounts on the overview/side drawer widgets. This toggle will not affect any other pages/calculations.
Payableis the default setting. If the user switches toGross, the selection will persist until changed by the userWhen the toggle is set to
Payable, expenses calculations will display net of retentionWhen the toggle is set to
Gross, expenses calculations will display with their withheld retentionExpendedandPaid= Transactions with a PAID status + their withheld retentionPending= Transactions with a PENDING status + their withheld retentionPayment Pending= Transactions with a PAYMENT PENDING status + their withheld retention
