You can use voucher approvals to control which vouchers are available for payment. You can assign a user or role an approval level and maximum amount which the user or role can approve for a voucher.
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.
Comments
0 comments
Please sign in to leave a comment.