Auto-Distribute Final Retention Amounts Across Contract Line Items

When closing out a vendor's contract at end of job, the Final Retention Invoice currently requires manually entering the retention release amount line by line under each cost code and change order. For contracts with many line items, that means keeping two browser tabs open (the Invoice screen and the Contract's Schedule of Values) and copying numbers back and forth, sometimes 20 to 40 times per contract, since the SOV's retainage-per-line data isn't surfaced on the invoicing screen itself.

Requested feature: on Final Retention Invoices, add an option to auto-distribute the total retention release amount across the contract's rows, based on what the contract's SOV already has marked and booked for retainage per line. This would remove the manual tab switching and copy-paste entirely for multi-line contracts.

Real-world impact: one customer doing 20+ final retention contract close-outs in a single day, each with potentially dozens of line items, estimates this would save significant time and reduce the risk of manual entry errors on numbers that need to be exact.

Suggested by Ira Wasserman, RJ Dailey Construction Co.