Automating Ajera Retention and Pro Bono Project Setup
SN’s Ajera Virtual User Group, where like-minded individuals from project-based firms converge for the opportunity to learn, collaborate, and, most importantly, grow. We’re bringing together thought leaders in Architecture & Engineering, finance, and technology to help you map your future.
Automating Ajera Retention and Pro Bono Project Setup
Are you tired of manually adjusting invoices to account for retention in Ajera? Many Ajera users struggle with retention withholding and billing, as Ajera doesn’t provide an “out of the box” solution. Many firms resort to manual adjustments on invoices – a tedious process that can lead to errors and inefficiencies.
Join Valerie Higgins and Shawna Pace-Powers as they guide you through our proven method of withholding and billing retention using Adjustment phases, ensuring financial tracking and reduced administrative burden.
During this User Group, you’ll learn how to:
- Effectively use Adjustment phases to withhold and bill retention, streamlining the process and minimizing errors.
- Direct GL activity to the appropriate accounts using Adjustment phases, ensuring accurate financial reporting.
- Monitor billed retention on your Accounts Receivable aging, providing valuable insights into your financial health.
If time permits, we will also explore setting up pro bono projects in Ajera, providing you with additional tools to manage your firm’s charitable initiatives.
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Valerie Higgins
Shawna Pace-Powers