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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 that the target fund is managed on the supplier invoice

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

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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