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How to Change the Default Status of an AP Bill from Balanced to On Hold

  • 22 August 2023
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Hi all.

How do we change the default status of an AP Bill that was created from an Expense Claim? When we release an expense claim, the AP bill is automatically balanced. We want the AP Bill of an Expense Claim to be put on hold first for some reason. 

Thank you in advance.

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Best answer by harshita53 22 August 2023, 05:40

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Hello @Novstat ,
Users can set the default status of AP Bills to “On-Hold” by activating the “Hold Documents on Entry” checkbox in the Accounts Payable Preferences (AP101000) screen as shown below:

 

 

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Hello @Novstat ,
Users can set the default status of AP Bills to “On-Hold” by activating the “Hold Documents on Entry” checkbox in the Accounts Payable Preferences (AP101000) screen as shown below:

 

 

Hi @harshita53 

 

The checkbox is already active but the AP is still balanced. Kindly see the screenshot below. Thank you.

 

Userlevel 3
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Hello @Novstat ,
Users can set the default status of AP Bills to “On-Hold” by activating the “Hold Documents on Entry” checkbox in the Accounts Payable Preferences (AP101000) screen as shown below:

 

 

Hi @harshita53 

 

The checkbox is already active but the AP is still balanced. Kindly see the screenshot below. Thank you.

 

Hello @Novstat ,
As per Acumatica’s Help files,

 

 

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Hi @harshita53 

 

Even if there’s approval, the AP status from the expense claim defaults to balanced. 

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