Is it possible to put requests On Hold?
Overview
QuickBooks Online
Xero
NetSuite
Cin7
Overview
ApprovalMax provides an On Hold functionality to manage requests that require a temporary suspension.
What does On Hold Mean?
The On Hold status allows you to pause a request without cancelling it. This is useful when:
• You need to gather more information
• You want to postpone a request until a later date
The corresponding comment is added to the audit log.
Such requests won't be up for approval/rejection unless the respective person revises the On Hold status and returns the request to On Approval.
Important note: The approval steps are not reset when a request is removed from the On Hold status. So, the request will resume the approval process from the point where it was paused.
Who can put a request On Hold?
- Account Owner
- Organisation Administrator
- Requester
- Approver
Notifications
When a request is placed On Hold or removed from the On Hold status, the following users will be notified:
- Approvers
- Reviewers (if applicable)
- Watchers
QuickBooks Online
On Hold status: restrictions and impact
When a request is placed On Hold, the following restrictions apply:
How to set/remove the On Hold status
This is how you put a request On Hold:
1. Click on the Lock icon in the request:
2. Provide a comment with your reason for placing the request On Hold:
This is how you remove a request from the On Hold status:
1. Click on the green Lock icon in the request:
2. Provide a comment with your reason for returning the request to the approval process.
In which plans is the On Hold functionality available?
Currently, ApprovalMax supports the On Hold functionality in:
- Advance Plan
- All feature trial
Xero
On Hold status: restrictions and impact
When a request is placed On Hold, the following restrictions apply:
- Manual approval, rejection, editing and revoking a decision is not possible
- Manual restart: requests with this status cannot be included in the restart of a workflow
Please note: If changes have been pulled from the GL, requests will be restarted and remain in the On Hold status. If a request On Hold is subject to auto-approval, it will be automatically approved upon meeting the auto-approval criteria.
How to set/remove the On Hold status
This is how you put a request On Hold:
1. Click on the Lock icon in the request:
2. Provide a comment with your reason for placing the request On Hold:
This is how you remove a request from the On Hold status:
1. Click on the green Lock icon in the request:
2. Provide a comment with your reason for returning the request to the approval process.
In which plans is the On Hold functionality available?
Currently, ApprovalMax supports the On Hold functionality in :
- Advance Plan
- All feature trial
NetSuite
On Hold status: restrictions and impact
When a request is placed On Hold, the following restrictions apply:
- Manual approval, rejection, editing and revoking a decision is not possible
- Manual restart: requests with this status cannot be included in the restart of a workflow
Please note: If changes have been pulled from the GL, requests will be restarted and remain in the On Hold status. If a request On Hold is subject to auto-approval, it will be automatically approved upon meeting the auto-approval criteria.
How to set/remove the On Hold status
This is how you put a request On Hold:
1. Click on the Lock icon in the request:
2. Provide a comment with your reason for placing the request On Hold:
This is how you remove a request from the On Hold status:
1. Click on the green Lock icon in the request:
2. Provide a comment with your reason for returning the request to the approval process:
Cin7
On Hold status: restrictions and impact
When a request is placed On Hold, the following restrictions apply:
- Manual approval, rejection, editing and revoking a decision is not possible
- Manual restart: requests with this status cannot be included in the restart of a workflow
How to set/remove the On Hold status
This is how you put a request On Hold:
1. Click on the Lock icon in the request:
2. Provide a comment with your reason for placing the request On Hold:
This is how you remove a request from the On Hold status:
1. Click on the green Lock icon in the request:
2. Provide a comment with your reason for returning the request to the approval process:
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