How to Add Open Items
The "On-hold" tab is designed to manage pending tasks when accountants soft-close the books. Often, transactions are left in the "For Review" tab while awaiting client input, which can cause clutter and potential errors. By soft-closing the books and marking these pending transactions as "On-hold," accountants can clearly identify which items need attention when revisiting the transaction feed. Additionally, these transactions under "On-hold" will go to "Open Items" section in the menu bar, providing an easy way to track these unresolved tasks and follow up with clients.
1. Click on FOR REVIEW…
2. Click on FOR REVIEW
3. Find a transactions
4. Click on SYNC
5. The transaction has been synced to books.
6. Click on ADD OPEN ITEM
7. Type "Need supporting doc"
8. Click on SAVE
9. Close the transaction side bar
10. Click on ON HOLD
11. You'll find all transactions on hold
