Add a Voucher Approver Manually

Depending on your role in WorkBook, you can manually add approvers to vouchers using the Creditor Invoice Approval submodule.

To manually assign an approver to a voucher:

1. On the main toolbar, click Finance & Administration .
2. In the left pane of the Finance & Administration screen, click Creditors > Creditor invoices.
3. In the top grid of the Creditor Invoices submodule, select a voucher.
4. On the grid toolbar, click Add approver .
5. In the Add Approver dialog box, select an approver from the drop-down list and enter a comment.
6. Select the Increase existing approvers priority by 1 option if you want to put the approver at the top of the priority list.

You can also add voucher approvers using the voucher cards.

To add a voucher approver in a voucher card:

1. On the main toolbar, click Finance & Administration .
2. In the left pane of the Finance & Administration screen, click Creditors > Creditor invoices.
3. In the top grid of the Creditor Invoices submodule, select a voucher, position your pointer over the Voucher no. column, and click Voucher card .
4. On the side toolbar of the voucher card, click Approvers .
5. On the top toolbar of the voucher card, click Add approvers .