Reserve funds displayed on works order until invoice is paid

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.203

No additional configuration is required for this update - however, reserve funds functionality is a configurable option for Enterprise customers
To request this functionality to be enabled on your system, click here to contact Reapit Support

A guide on reserve funds is available here: Works order reserve funds - configuration option

An update has been made to ensure that reserve fund information is displayed on a works order until the related supplier invoice is paid

This update will assist efficiency as, prior to this release, when a supplier invoice was created, reserve fund detail could only be accessed by viewing the associated supplier invoice (due to it being removed from the works order screen)

From works order:

The Hold Reserve Funds field is still visible even though a supplier invoice has been created

Reserve funds showing on WO when invoice created.png

The Hold Reserve Funds field on the works order is non-editable, hovering over the field displays a pop-up message to explain why the field is not editable
For this example, it highlights that the target fund is managed on the supplier invoice - other reasons could be due to the works order status or who it is currently being charged to

Reserve funds showing on WO - tooltip.png

The Hold Reserve Funds field will continue to show on the works order until the supplier invoice has been posted

Knowledge Base

Reserve funds displayed on works order until invoice is paid

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