Approve Vouchers

Explanation

Use this activity to approve vouchers from the hold table.

Prerequisites

In order to approve vouchers, the current user must belong to a user group that is authorized to approve vouchers. This is done by using the User Data folder in IFS/Accounting Rules.

System Effects

As a result of this activity, the system can change the selected voucher's status from Awaiting Approval/Not Approved to Approved. Changes can be made in the vouchers and/or they can be updated to the general ledger. Vouchers that are not updated via the Approve Vouchers form at the time of their approval will not reoccur in Approve Vouchers. These  vouchers must be updated either via Voucher Entry or Update GL Vouchers in General Ledger. Vouchers whose status is not changed to Approved will still be shown in Approve Vouchers when you populate the window. Once a voucher is approved, users with authorization level Enter Only will not be able to modify voucher information.

Window

Voucher Approval

Related Window Descriptions

Voucher Approval

Procedure

To approve several vouchers in one step: 

1. Open the Voucher Approval window.
2. Populate or query for specific vouchers. You can only view vouchers that you are allowed to approve, depending on the user group to which you are connected.
3. Mark the vouchers to be approved and select Approve Voucher by using the right mouse button menu option.
4. If you choose not to update the vouchers to the general ledger, the vouchers will not appear in the Voucher Approval window again, but you can still reach them through the Voucher Entry window.