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How to create on hold reason codes
Changing the status of an expense Anchor EXPENSE EXPENSE
| EXPENSE | |
| EXPENSE |
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You also have text boxes, to enter free text for pay on hold reason and bill on hold reason.
Click change status when ready.
How to create on hold reason codes Anchor REASONCODES REASONCODES
| REASONCODES | |
| REASONCODES |
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The pay on hold reason code/bill on hold reason code column pulls from the key field in customisations map, according to the value dropdown you chose.
Throughout the search screens in RSM InTime there are filters allowing you to either show on hold items, not show, or show both on hold and non on hold items.
For pay on hold the filter is called processing on hold. Below are a selection of screens that will be useful for your payroll processing to use these filters.
- Timesheet Export
- Generate Pay Invoice
- Generate Advice Notes
- Payment Generation
- Margin Report
For bill on hold the filter is called billing on hold. Below are a selection of screens that will be useful for your billing processing to use these filters.
- Timesheet Export
- Generate Client Invoice
- Generate SheetGroups
- Generate Payment Applications
- Process Selfbill
- Margin Report