Move Documents from the Hold Database

The hold database may be used for transactions that are either incorrect or incomplete. Documents posted to the hold database do not affect your accounts until they are posted to the books therefore are not included in reports or detail or document enquiries.

If using IRIS Financials Version 7.0.2258 or later, hold status can be removed from documents on the Detail Enquiry.

If you have posted a document to the hold database that you then need, you can move the document from the hold database to the register or books.

1. Select Documents, then select Hold Documents from the menu.
   
2. The Move documents out of hold window is displayed. All documents in the hold database are listed. Select the document(s) you want to move to the register or books, select MOVE, then select TO BOOKS or TO REGISTER.
   To view the details of a document, select Expand (+) to display the detail lines.
3. The Move documents from hold message is displayed confirming the document has been moved. Select OK to return to the Move documents out of hold window.