On Hold Invoices

Use this view to see how many invoices are currently on hold.

Across the top of the screen are several drop-down lists that enable to you to filter the results displayed in the chart below. Selections made here are saved and applied the next time you open this or another view. If a selection made here does not appear in another view, it is ignored.

Quantity/Amount

Toggle between the number of invoices by selecting Quantity and the total value of invoices by selecting Amount. (Default: Quantity)

When you select Quantity the y-axis displays the number of invoices. When you select Amount the y-axis displays the sum of the invoice amounts.

The x-axis displays the invoice hold creation date.

Hold type

This is a list of reasons why an invoice is on hold. This list contains the on hold reasons assigned to the invoices in this view.

Time frame

Select a time frame to filter what invoices are displayed in the charts below, based on their current on hold date. You can chose from the following time frames.

  • Last 5 days. (Default: Selected)

  • Last 10 days.

  • Last 15 days.

  • Last 30 days.

  • Last 12 months.

Currency

If you have invoices in multiple currencies, select a currency from this list in order to filter the results.

The default currency value is the first currency value in alphabetic order amongst the list of on hold invoices. If the currency value in the filter is set to "Currency", this means that the other filters returned no invoices with a least one unique currency value.

Invoices with multiple currencies are not supported by this view.

Organization

Select an organization to filter what invoices are displayed in the graphs below. You can choose from the following organizations. (Default: All Orgs)

  • All Orgs

  • <Your Org Name>/<Org Business Unit>

Where <Your Org Name> is one or more organizations from your installation and <Org Business Unit> is a business unit configured for that organization. If there is no business unit for that organization, the result is <Your Org Name> / —.

Reset Filters

Click this button to return the above filters back to their default values.

At the top of the graph is a summary of the information represented. The summary includes the total number of invoices on hold, as well as the total value amount of all of these invoices. The date of the hold creation is on the x-axis and the y-axis is either Quantity or Amount, as selected in the filter row at the top of the screen.

Click on an individual bar in the graph to open the Invoices on hold for <date> window. This provides further information about the invoices that are on hold for the selected date.