Managing Invoice Holds
What is an 'invoice hold'?
 When an invoice is presented for payment that is missing required departmental approval or data, the Accounts Payable unit places the invoice on 'hold' to prevent invoice payment until outstanding issues are resolved.
How are invoice holds resolved?
Often Accounts Payable is able to resolve the issue without intervention from the Yale department associated with the invoice. However, sometimes intervention from the department is required. In this case, Yale staff who submit and approve invoices for payment can quickly and conveniently resolve invoice holds from their desktop with the help of a new online tool, the "AP Worklist".
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How can holds be prevented?
 While the new AP Worklist is a wonderful tool for managing your holds, wouldn't it be great if you didn't have any holds at all? Here are some helpful tips for how to reduce holds in your department.
Tips for Avoiding Invoice Holds
Where can I learn more about types of holds?
The new AP Worklist, the old email process for managing holds and Procurement Inquiry - Invoice Inquiry*, all reference hold descriptions. If you require more explanation than appears in any of these, please reference the following worksheet for more information.
Invoice Holds Descriptions and Resolutions Worksheet
This worksheet details the following:
- Short description of invoice hold
- Detailed description of invoice hold
- How to clear this hold (Only applies to the old process of managing holds.)
- How to prevent this hold– best practices to implement in the future to avoid invoice holds.
*For a quick review of how to use Procurement Inquiry, click here.
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