This field determines the print status of a transaction. Type the desired status or select it from the drop-down list.

Note: The code shown on reports for each status is displayed before the hyphen in the following table. Transaction status is displayed on reports and verification lists in the HP column. Archived transactions are displayed with a report code of "A".

P - Print Allows a transaction to print on a client's statement. New entries automatically default to Print.
H - Hold

Puts a transaction on hold and prevents the entry from being allocated or billed until it is changed to a Print status.

Note: Payments with a Status of Hold are not included when accounts receivable is calculated.

GL Integration Note: Payments with a Status of Hold are considered unapplied payments. GL journal entries are posted to the accounts specified for Unapplied Payments.
U - Update

Indicates that the transaction has been included on a pre-bill or final statement. If the transaction is on a pre-bill, the transaction can only be edited when opening the transaction from the Pre-Bill Information window. If the transaction is on a final statement, you will not be allowed to edit the transaction until the statement has been reverted to a pre-bill or "unbilled".

Payments entered after a pre-bill has been created but before it has been finalized will default to a Status of Update, and automatically be included on the pre-bill if the payment matches the criteria specified when the pre-bill was generated. To prevent a new payment from being included on a pre-bill, you can change the Status field to Hold or specify a Date or Tcode that excludes it from the pre-bill criteria.