Batch generation of Time Cards should be in On Hold status

Question

We need to be able to generate time cards for all hourly employees for the year and have them in the “On Hold” status, without all the manual effort.

We currently use the generate time card feature in the employee setup screen and generate a year’s worth of time cards for each needed employee. This however creates the time cards in the “RELEASED” status and we have to then go into every single one of them and manually change them back to “On Hold” so time can be added to them. This is a HUGE waste of time and it sems like this process should be easier.

Naveen Boga · Answer

Hi ​@MFarnsworth10This is the standard behavior in Acumatica. If the business requirement is to automatically change the generated Time Cards from Released to On Hold, I would recommend implementing a small customization.The customization could introduce a new Processing Screen that loads all generated Time Cards for a selected period (or date range) and updates their status to On Hold in a single process. This would eliminate the need to open and update each Time Card individually, significantly reducing manual effort.Additionally, this processing screen can be scheduled to run automatically in the background after the Time Cards are generated. This would ensure that all newly generated Time Cards are automatically converted to the On Hold status without any user intervention, making the overall process much more efficient.

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