Viewing retainers
Viewing retainer entries on Job Sheets
After you post Daily Log entries to Job Sheets, TimeCache shows your retainer entries in italics, using the custom color you designate in TimeCache Preferences. The Charges column for entries applied to a retainer shows a "0" amount. Entries used to record retainer amounts are in bold text.

If you do not have a billing retainer entry on a Job Sheet, TimeCache does not apply entries to a retainer, and therefore shows all entries normally: in black, plain text, with their charges. You can change an entry’s retainer status (whether or not it applies to the retainer) in the Job Sheet panel by Option-clicking the +/- marker at the right end of the entry, and choosing the appropriate option from the contextual menu that appears. If there is no retainer billing category for the project/matter, the options to apply or not apply the entry to a retainer do not appear in the contextual menu.

Viewing totals
TimeCache shows a running total of all retainer amounts, and charges against retainers, in the Job Sheet's Project Information area. To see a project's retainer totals, choose Project>Show Description, or click the i icon in the Job Sheet panel's toolbar to show the Project Information area and pull the disclosure down all the way. At the bottom of the information area you see the total of all retainers for that project, and the total of all entries on that project's Job Sheet that have been charged to the retainer.

If you would like, TimeCache can use a special warning color for billings that are approaching the retainer amount for a project. For example, if you set a threshold of $200.00 and your retainer total for a project is $1,000.00, the Project Description would show your retainer billings in the color you set in TimeCache Preferences for any amounts above $800.00.

Showing retainers in reports
TimeCache can include retainer billing categories and entries applied to the retainer in all reports. Simply set the appropriate options in the Report Setup dialog. For more information, see What types of entries to include in the TimeCache reports section of TimeCache Help.

When retainer fee entries are included in a report or invoice, they appear at the top of the report. If retainer fees are marked for inclusion in the report, any entries applied to the retainer appear in italics, and their charges show as 0 (the charges have been accounted for in the retainer fee). If you want to show the charges for entries applied to a retainer, you can produce a report that includes those entries but not retainer fees.