Managing HQ Hold Codes

HQ Hold Codes are assigned on AP invoices, commitments, or vendors to keep items off payment selection until released.

Before you start

• Decide standard hold reasons your AP team will use.

Steps

1. Open HQ Hold Codes and create codes with clear descriptions.
2. Assign a hold code on the invoice, commitment, or vendor (as a default) when payment should wait.
3. Release the hold before selecting the invoice for payment.

Notes

• Held invoices cannot be selected for payment until the hold is cleared.