Manage Retainage Release Timing in Vista Export

Currently, when we export a retainage invoice from Trimble Pay to Vista, it creates both a $0 AP invoice and a release retainage batch. However, since we’re not always ready to release the retainage for payment, we have to manually delete the release retainage batch in Vista.

We would like the ability to export the $0 retainage invoice to Vista without automatically generating the release retainage batch. Alternatively, if the batch must be created, we would prefer greater control over when that happens—for example, only after the retainage invoice has been marked as "ready to pay" by the payment approver, rather than at the time of invoice approval or export to Vista.