Billing Expense Hold Dialog Box

Use the Billing Expense Hold dialog box to specify all or part of the current transaction amount to hold back from being billed on the current invoice. Transactions previously marked as bill, write-off, or delete can be placed on hold.

Location

To display the dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Billing > Interactive Billing.
  2. Click the Expenses tab.
  3. Select a transaction.
  4. On the toolbar, click Hold.

Contents

Field Description
Project This field displays the project associated with the transaction.
Phase This field displays the phase, if any, associated with the transaction.
Task This field displays the task, if any, associated with the transaction.
Account This field displays the expense account associated with the transaction.
Type This field displays the code representing the type of transaction, for example, JE for journal entry.
Ref. No. This field displays the reference number entered/assigned to the transaction in the Reference field during transaction entry or on a Billing Expense insert.
Date This field displays the transaction date.
Description This field displays the description text entered during transaction entry, or on a Billing Expense insert.
Amount Enter the total cost amount that you want to place on hold for the transaction.
Tax Code Override 1 This displays the tax code that you entered in the Tax Code Override 1 field on the Billing Expense Modify dialog box or on the Billing Expense Insert dialog box for the expense transaction.
Tax Code Override 2 This displays the tax code that you entered in the Tax Code Override 2 field on the Billing Expense Modify dialog box or on the Billing Expense Insert dialog box for the expense transaction.