Easily place timesheets on hold from payroll or invoicing to prevent processing until any issues are reviewed and resolved.
Putting Timesheets on Hold
You can place timesheets on hold to prevent them from being processed in Payroll or Invoicing until any issues have been reviewed and resolved.
Hold a Timesheet from Payroll
Use this option if you need to stop a timesheet from being paid.
Click Timesheets and then click Timesheet Search
Set Payroll Status:
Select Unpaid for validated timesheets
Select Paid for timesheets calculated in error (current period only)
Click Search
Optionally refine your search using:
Timesheet Number
Client Reference
Worker Reference
Select the required timesheet
Click Hold From Payroll
Hold a Timesheet from Invoicing
Use this option to prevent a timesheet from being invoiced.
Click Timesheets
Click Timesheet Search
Set Invoicing Status to Uninvoiced
Click Search
Optionally refine your search using:
Timesheet Number
Client Reference
Worker Reference
Select the required timesheet
Click Hold From Invoicing
Adding Hold Reasons (Optional)
If Record Hold Reasons is enabled, you’ll be prompted to enter a reason and comments when placing a timesheet on hold.
Enable or check this setting via: Setup ; Timesheet Boundaries and Validation Options ; Validation Options tab
Manage hold reasons via: Setup ; Codes ; Hold Reason Maintenance
This process helps you maintain control over timesheet processing, ensuring only accurate and approved entries are paid or invoiced.