Viewing exported retainers in MoneyWorks

Once you have exported retainers from Billings Pro into MoneyWorks, note that MoneyWorks does not display the individual client retainers for each currency. MoneyWorks displays the total retainer amount for all clients grouped by their currency.

For example, if you have exported retainers for 5 clients using US dollars and 10 clients using Indian Rupees, then MoneyWorks displays the total retainer amount for those 5 clients using US dollars and the total retainer amount for the 10 clients using Indian Rupees. It does not show a break up of the retainer amount for each individual client.

See also

Exporting information from Billings Pro into MoneyWorks

Multi-currency setup for MoneyWorks Integration