WorkBook

Change the Voucher Status

Depending on your role in WorkBook, you can change the status of a voucher. Changing the voucher status is the same as approving the voucher. For example, changing a voucher's status from Status-10 to Status-20 means that you approve the voucher for that stage in the approval process.

Note: You cannot change the status of a voucher that is Under Preparation (Status-10) or For Approval (Status-20) to Approved (Status-40) or Ready for Booking (Status-50) if there is an inactive department in the voucher.

To change the voucher status:

  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 a voucher and click a voucher status on the grid toolbar.
    StatusDescription
    Under Preparation
    For Approval
    Approved
    For Booking