Approve a Voucher

Depending on your role in WorkBook, you can approve vouchers on the Creditor Invoices page. If you are an approver for a voucher, Workbook sends a notification to your inbox where you have a voucher to approve.

Note: You cannot approve or force-approve a creditor voucher that has an inactive department.

To approve a voucher:

1. On the main toolbar, click Finance & Administration .
2. In the left pane of the Finance & Administration page, click Creditors > Creditor Invoices.
3. In the top grid of the Creditor Invoices page, select the voucher that you want to approve and click Approve Selected Vouchers on the grid toolbar.

   You can also click in each row to approve the vouchers.

   After you approve a voucher, its status changes to the next status. For example, if you approved a voucher that was in Status-10 (New Voucher), its status changes to Status-20 (For Aapproval). If System Variable 781 is enabled in the the Global System Settings submodule of the Settings module, and there is no one else to approve that voucher, WorkBook automatically changes its status to Status-50.