Voucher approvals can be used to control which vouchers are available for payment. To control a voucher approver's delegated authority, users or roles can be assigned a minimum and maximum approval level and maximum approval amount.
If you are licenced to Momentus Phone, you can configure access for users to approve, reject or put a voucher on hold, using their mobile device. In the phone version of the Payables Inquiry/Open Payables window, vouchers can be filtered by voucher number, supplier, invoice number, status, department, approval status, approval level and next approver. For more information about configuration, see Momentus Phone.
In this article:
- Enable Voucher Approvals
- Configure Approval Levels
- Approve a Voucher
- Reject a Voucher
- Place a Voucher on Hold
Enable Voucher Approvals
You only need to configure the below one time.
- Click the Accounts Payable Configuration link from the Main Menu. The Accounts Payable Configuration screen opens.
- Select the Vouchers and 1099 Values tab.
- Check the Enable Voucher Approvals check box.
- Click OK.
Configure Approval Levels
You only need to configure the below one time for each user/role.
- Click the Voucher Approvals link from the Main Menu. The Voucher Approvals screen opens.
- Click the Add button. The Add Voucher User Approval screen opens.
- Enter the necessary information:
- User - User or role for the approval level.
- Maximum Amount - Highest voucher amount a user can approve. To allow for all amounts, enter 999,999,999.
- Level From - Lowest voucher approval level the user/role can approve.
- Level To - Highest voucher approval level the user/role can approve.
- Click OK.
Approve a Voucher
- Click the Voucher Processing link from the Main Menu. The Voucher Processing screen opens.
- Select the voucher batch that contains the voucher(s) to approve.
- Right-click and select Edit. The Edit Voucher Batch screen opens.
- Select the Vouchers tab.
- Select the voucher(s) to approve. Use Ctrl+Click or Shift+Click to select multiple vouchers.
- Right-click and select Review -> Approve. The Review Voucher screen opens.
- Select the level to approve from the Level drop-down.
- Enter a note into the Note field, if desired.
- Click OK.
Reject a Voucher
- Click the Voucher Processing link from the Main Menu. The Voucher Processing screen opens.
- Select the voucher batch that contains the voucher(s) to reject.
- Right-click and select Edit. The Edit Voucher Batch screen opens.
- Select the Vouchers tab.
- Select the voucher(s) to reject. Use Ctrl+Click or Shift+Click to select multiple vouchers.
- Right-click and select Review -> Reject. The Review Voucher screen opens.
- Enter a note into the Note field, if desired.
- Click OK.
Place a Voucher on Hold
- Click the Voucher Processing link from the Main Menu. The Voucher Processing screen opens.
- Select the voucher batch that contains the voucher(s) to place on hold.
- Right-click and select Edit. The Edit Voucher Batch screen opens.
- Select the Vouchers tab.
- Select the voucher(s) to place on hold. Use Ctrl+Click or Shift+Click to select multiple vouchers.
- Right-click and select Review -> Place On Hold. The Review Voucher screen opens.
- Enter a note into the Note field, if desired.
- Click OK.
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