Use the AP hold report for accounting

1.Open AP Holds

Click "Reports" in the top navigation, then choose the "AP Holds" tab.

A hold means the subcontractor has a blocker that accounting should review before payment. Common holds include missing, pending, rejected, or expired COIs, and failed insurance requirements.

2.Check the hold counts

The cards summarize the current blockers: "Total holds," "Missing COI," "Pending," "Expired," and "Failed reqs."

These counts help accounting see whether the payment hold list is mostly missing documents, waiting reviews, or failed requirement checks.

3.Review reasons and next actions

The table is labeled "Blocking items for payment review." Its columns are "Subcontractor," "Hold," "Reasons," "Next action," "Contact," "W-9," "License," "Upload link," "COI," "Requirements," and "Expiry."

Use "Reasons" to see why the row is blocked. Use "Next action" for the practical follow-up, such as "Request COI," "Review COI," "Request corrected COI," "Request renewal," "Resolve requirement failures," "Request W-9," or "Review license."

4.Turn on W-9 and license holds when needed

Missing W-9 and license holds are optional account rules. To include them, open "Account," find "Automation," then "AP hold rules."

Turn on "Treat missing W-9 as AP hold" when accounting wants 1099 readiness enforced. Turn on "Treat missing or expired license as AP hold" to include missing, expired, and pending-review licenses. Click "Save automation settings" when you are done.

5.Export for the AP team

Set the same "Status," "Expiry," and "Include archived" filters you want accounting to use. Click "Export CSV" to download the AP hold list, or click "Print report" for a print-ready version.