Removing unrecognized revenue hold transactions by group

  1. Sign in as Project Accountant or Project Administrator.
  2. Select Project Processes > Invoice Processes > Remove Transaction Hold.
  3. Specify this information:
    Summary Project
    Select a summary project to release transactions from hold before recognizing revenue. You cannot specify both a summary project and a posting project. You can specify a selection group and a date range with either type of project.
    Posting Project
    Select a posting project to release transactions from hold before recognizing revenue. You cannot specify both a summary project and a posting project. You can specify a selection group and a date range with either type of project.
    Selection Group
    Select a custom group to release transactions from hold before recognizing revenue. You cannot specify both a summary project and a posting project. You can specify a selection group and a date range with either type of project.
    Date Selection
    Select either the Posting Date or the Transaction Date to select transactions to release from hold.
    Date Range
    Select the date range for the transaction to release from hold.
    Remove Billing Hold
    Select this check box to release transactions from billing hold.
    Remove Revenue Hold
    Select this check box to release transactions from revenue hold.
  4. Click Submit.