Once an expense report completes the approval cycle and required workflow steps, and is ready for the Processing Payment status, the system evaluates whether to place it on payment hold. During this evaluation, the system checks:
- Whether the expense report requires receipts.
- Whether the required receipts have been received.
- Whether other expense reports meet payment hold criteria based on your organization's payment hold configuration.
If the system determines that the report should be placed on hold, then the hold is placed based on the type of hold.
If the system determines that the report should not be placed on hold, then the expense report proceeds to the Processing Payment status and it is not again evaluated against the payment hold limits during the payment process.
