Notes

Refer to the Filter Button topic to improve your search results.

You can also click the column heading for any column to sort the list, and an arrow appears next to the column label to indicate whether the list is sorted up or down.

Grid Header

Buttons

Note that the label on the button under the grid changes based on your selection.

Release Hold (default)

Select this button to populate the grid with invoices that you can release from hold.

Place on Hold

Select this button to populate the grid with invoices that you can place on hold.

Grid

Invoices appear in the grid initially based on your currently selected companyproperty. Use links in the footer to change the selection.

In the grid you will select any invoices with a hold status that you want to change (either by placing on hold or removing from hold based on the option you will select in the header).

You can select / de-select items to be changed. Changes are not applied until you click the button under the grid.

Vendor ID

The ID for the vendor with an invoice that is available to be placed on hold or removed from hold.

Short Name

The abbreviated name of the vendor.

Batch No

The batch number for the batch that the invoice is in.

Invoice ID

The invoice ID for the invoice that is available to be placed on hold or removed from hold.

Seq No

The sequence number of a detail line on the invoice.

CompanyProperty ID

The companyproperty ID for the invoice.

Job

The Job associated with the invoice.

NOTE that Track Jobs must be turned on for this field to appear.

Description

The description of the expense code for the invoice.

Due Date

The due date of the invoice.

Amount

The amount of the detail line, or invoice (if only one detail line on the invoice).

Hold

The hold code that is applied to the invoice, if any. If the invoice does not have a hold code then the field is blank.

check all / check none (unlabeled)

Check one or more boxes to select invoices individually for processing.

Or, select the "check all" check box at the top of the column to select all invoices in the grid for processing.

Hold Codes selection button (unlabeled)

Select a Hold Code from the drop-down list for the items you are placing on hold.

NOTE that this button appears only when Place on Hold is selected in the Header.

Place on Hold / Release Hold (button)

Click the button to place selected items on hold or release selected items from hold.

If Release Hold is selected in the header then the button label is Release Hold.

If Place on Hold is selected in the header then the button label is Place on Hold.

1. Select a propertycompany using the link in the footer.
2. Click the Place on hold button to display invoices that are not currently on hold for the selected propertycompany .
3. Select the check box next to each invoice that you want to place on hold. Or, check the check all box at the top of the column to select all invoices.
4. From the drop-down list at the bottom of the grid, select a hold code to apply to all selected invoices.
5. Click Place on hold. The system places each selected invoice on hold.

1. Select a propertycompany using the link in the footer.
2. Select the Release Hold button to display the invoices that are currently on hold.
3. Select the check box next to each invoice that you want to release from hold. Or, check the check all box at the top of the column to select all invoices.
4. Click Release Hold. The system releases the invoice hold.

 

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