Place Payments on Hold

The Finance Manager can be used to place Payments on hold. Placing Payments on hold stops the Payments from being processed in the Finance Manager and indicates that action needs to be taken on the Payments. You can select certain Payments to place on hold, place the current page of Payments on hold, or place all filtered Payments on hold.

Place selected Payments on hold:

1. Navigate to the desired Finance Manager page (i.e., Payables, Receivables, Exceptions).

2. Conduct a search to filter Payments and populate the grid.

3. Select the check box next to each desired Payment.

4. In the toolbar, click Hold, then click Selected.

   The page is updated, and each selected Payment's Line Status is updated to On Hold.

Place the current page of Payments on hold:

1. Navigate to the desired Finance Manager page (i.e., Payables, Receivables, Exceptions).

2. Conduct a search to filter Payments and populate the grid.

3. In the toolbar, click Hold, then click Current Page.

   The page is updated, and the Line Status for each Payment on the current page is updated to On Hold.

Place all filtered Payments on hold:

1. Navigate to the desired Finance Manager page (i.e., Payables, Receivables, Exceptions).

2. Conduct a search to filter Payments and populate the grid.

3. In the toolbar, click Hold, then click All.

   The page is updated, and the Line Statuses for all filtered Payments are updated to On Hold.