Place a Transaction on Hold

You can place labor, expense, or unit transactions on hold.

To place a transaction on hold, complete the following steps:

1. From the Vision Navigation menu, click Billing > Interactive Billing.
2. On the Interactive Billing form, open the project.  
3. Click the Labor, Expenses, or Units tab. Vision displays all outstanding transactions posted to the project, phase, or task.
4. Select the appropriate action:
   • To place one or more transactions on hold, select the transaction line(s) and set the Status field to Hold.
   • To place a portion of a transaction on hold, click the box next to the transaction line, click Hold on the grid, make entries on the Hold dialog box, and click OK. For example, on the Billing Labor Hold dialog box, you can enter the hours to place on hold.