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ProScan+ Troubleshooting - Retention Management

Here are some common questions around retention management

Please contact Smoothx Support if you require further assistnace

  • "I can't see the retention columns." - Is Enable Invoice Retention Management on? Is the scan a progress claim with a commitment selected?

  • "Retention isn't showing in Procore." - Was something typed, or is Automatically Populated Commitment Retention on? Are the lines linked to SOV lines (SOV # filled in)? Was the scan re-published after the change?

  • "The retention didn't change when I changed the amount." - The line has a typed amount. Clear the box to follow the commitment default, or run Set Retention Retained % again.

  • "I want no retention on one line only." - Type 0.00 in that line's Retention Retained box.

  • "The % dialog won't accept my number." - It only takes 0 to 100.