Admin: Retainers

In order for users to have access to retainers, the retainers tab must be enabled in Setup. Learning Objectives: Understand how to enable the retainers tab in Setup. Understand how to create the retainers tab. Retainers Overview Retainers act as an agreement between the client and the business on the agreed hours or spend they


Retainers are an important tool used to track hours or dollars spent on projects. Dollar amounts are based on the user rate or if the project has a rate card associated with it depending on the primary work type of the task they entered time against. This lesson will walk through how retainers work