Hold Invoice

As a budget holder, it is possible to put an approval task on hold. This can be done using the "Hold Approval" functionality.

Why hold?

If you, as a budget holder, do not agree with the delivered goods or services, this functionality allows you to signal within the organizationthat this document can't be processed for now. This ensures that internal stakeholders are aware of the status of the task.

How to hold?

1. To put an approval on hold, click the pause icon left from the "Approve" button.
   Within the organization, it is now clear that this invoice is being held by you as the budget holder. Only the budget holder who placed the invoice on hold can release it again.
   
   For the financial team, the invoice status "Approval on Hold" indicates that the invoice is currently paused.
2. A pop-up will appear where you must provide a reason for placing the approval on hold.

Release the task

After the task is put on hold, the responsible budget holder is the only one that can release the task.

1. Open the task and click on 'Release task' at the bottom right corner.
   
   
   
2. After the task has been released, it is possible to approve or reject the task.