Your system or process may require that a posted Voucher be approved prior to release for payment.
Approve Posted Voucher Prerequisites:
- Set Approver on Customer record – this will flow through to Purchase Orders, and then to Vouchers created from those Purchase Orders
- If no Purchase Order is created, the Approver field contents will flow directly to the Voucher
- Note: you may set one or two Approvers, but if you set two, they must both approve payment
When a Voucher is posted, the Approver will receive an email advising that there is a Voucher awaiting approval. This Voucher may be found by the Approver in Workflow Main Menu > Accounts Payable > Un-Posted / Un-Released Vouchers bucket. Vouchers may not be released for payment until the Approver(s) have approved the Voucher.
Approver may highlight the Voucher in the Un-Posted / Un-Released Vouchers grid and select Approve (or Rescind Approval) from the grid Extended Menu, or approve the Voucher directly from the Voucher Extended Menu.