Approve a Voucher

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

Note: You cannot approve or force approve a creditor voucher with an inactive department.

To approve 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 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.

   Once you approved a voucher, its status changes to the next status. For example, if you approved a voucher with a status of 10 (New voucher), its status changes to 20 (For approval). If system variable 781 is selected in the Settings module and there is no one else to approve that voucher, WorkBook automatically changes its status to 50.