Retainer Work Items

Work items can be linked to retainers. When creating a new work item you have the option to select an Account (the customer). If the selected account has any retainers (recall, retainers are always associated with accounts), then you can select which retainer you want to associate with the work item.

The Retainer dropdown menu will show you all retainers associated with the selected account ("Apple Inc." in the screenshot above). After a retainer has been linked to a work item you can start logging time and expenses against the work item. That is, any time logs and expenses that are linked to the work item will be automatically be linked to the retainer. The date of the time log or expense will determine the retainer instance to which the time log or expense is associated.

It's important to note that you can have multiple work items linked to the same retainer. Also, a work item can be associated with multiple retainer instances. It's ultimately the date on which a time log or expense is created that determines the retainer instance to which it is applied.