Bills on Payment Hold

This Help File Page was last Modified on 04/03/2017

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Bills on Payment Hold

This Help File Page was last Modified on 04/03/2017

There are times when you may want to Hold Payment owed to a Vendor for a specific Bill.  

This is done when you Check the Hold Payment box on the Bills Form which identifies that Bill as being on Payment Hold.

When a Bill is on Payment Hold, it will not be available for payment on either the Disbursements or the Allocations Form.

It will not appear on the Cash Requirements Report.

It will, however, appear on this Bills on Payment Hold report.

There are two ways to access the Bills on Payment Hold dialog:

a)From the Backstage Menu System Select Reports and Choose Payable Reports, or

b)From the Quick Access Menu, Select Reports and Choose Payable Reports.

Then, Select Bills on Payment Hold.

 

HelpFilesBillsOnPaymentHoldDialog

Bills On Payment Hold - Options tab

 

Bills on Payment Hold tabs - There are three tabs on the Bills on Payment Hold Report dialog.

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).  

Show Vendor Comments - Check this box to include the Comments field found on the Edit Tab of the Vendors Form.

Show Invoice Comments - Check this box to include the Comments entered in the Bills Form.

Print - Click the Print button HelpFilesPrintButtonNoIcon to Preview and optionally Print (to a File or a Printer) this Bills on Payment Hold report.

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab

 

Preview - The Preview tab presents the report which resulted from the Options selected above.

Up Arrow/Down Arrow - h Moves the report up one line, i Moves the report down one line.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesBillsOnPaymentHoldSampleReport

Bills On Payment Hold - Preview tab

 

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Bills on Payment Hold Report.

Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesBillsOnPaymentHoldDataView

Bills On Payment Hold - Data View

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.