Logicim's ready-to-use Sage 50 CA Job Retainage

Job Retainage

The Job Retainage Report provides a detailed project financial overview. Assess receivable and payable retainage balances alongside specific project completion percentages to track financial health and reach informed financial choices.

Prerequisites

  1. Microsoft Windows 10 Pro, Windows 11 Pro, or Windows Terminal Server (2012 and above)
  2. Microsoft Office 365
  3. Sage 50 US edition (2021 and above)
  4. Internet connection

What the Report Does 

The Job Retainage Report evaluates withheld project funds in an optimized view. Review specific journal entries, vendor details, and completion percentages simultaneously. Compare receivable retainage and payable retainage metrics directly alongside built-in charts showcasing the specific retainage distribution.

How to Use the Report 

Step 1: Input the Start Date and End Date in cells C8 and C9 on the Instructions worksheet.

Step 2: Click Refresh on the XLGL ribbon.

Step 3: Review the result

  1. Report
  2. Chart

Customization Options 

  1. Filter specific data points directly on the report. Modify the drop-down arrows to isolate specific Job IDs, Vendor IDs, or Customer IDs, etc.
  2. Request a custom version using the integrated customization link on the Instructions worksheet or by clicking this link.

Common Use Cases 

This report saves time when evaluating withheld funds during ongoing projects. Analyze receivable retainage versus payable retainage directly alongside specific vendor profiles and journal entries. Review this data when assessing complete project lifecycles to track outstanding balances accurately.

Troubleshooting 

  1. Issues: Zero values appear on the worksheet.
  2. Solution A: Ensure your account possesses the necessary permissions to access the Accounts & General Ledger.
  3. Solution B: Verify the End date succeeds the Start date.

FAQs 

  1. Q: Does the report appear completely blank?
  2. A: Click the Refresh button on the XLGL ribbon whenever the worksheet appears blank following a filtering action.

Best Practices 

  1. Save a backup copy of the Report before making significant changes. 
  2. Regularly review the report to track progress and identify trends early.  
  3. Customize the report to focus on key performance indicators relevant to your business. 

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Edited: Monday, August 31, 2026

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