Billing Expense Hold Dialog Box

Use this dialog box in Interactive Billing to specify that all or part of an expense transaction amount be held back from being billed on the current invoice.

You can hold transactions that have a status of Bill, Write-off, or Delete.

When you hold a portion of a transaction, the transaction is split, and you see a new transaction in the Expense grid with a Hold status that has the expense amount to hold and not bill. The original transaction with its original status displays in the grid with its expense amount reduced to reflect the held portion.

When you change a transaction's status to Hold, it is removed from the set of billable transactions on the Expenses tab when the next invoice is final accepted.