Applying Holds to Expense Reports
At any time before you submit Payables Invoice Import for an expense report, you can apply a single User-defined hold to an expense report. This will prevent payment of the invoice Payables creates from the expense report. Payables also prevents creation of journal entries for the invoice if you select a hold that prevents posting.
Prerequisite
To apply a hold to an expense report:
1. In the Expense Reports window, enter or query an expense report.
2. In the Hold field, enter a user-defined hold.
During Payables Invoice Import, Payables applies the hold to the invoice it creates for the expense report. You can release the invoice hold by using the Invoice Actions window or the Invoice Holds window. See: Releasing Holds.
EXPENSE REPORT HOLDS RESTRICTIONS:
USER-DEFINED HOLDS. You can apply only one User-defined hold to an expense report.
See Also
Invoice Approvals
Expense Reports
Define User-defined holds in the Invoice Approvals window. See: Invoice Approvals.