Download a Voucher From Pagero

Pagero is a cloud-based software platform that offers e-invoicing and other financial document automation services. If your WorkBook system is integrated with Pagero, you can download e-invoices from the Pagero platform.

To download a voucher from Pagero:

  1. On the main toolbar, click Finance & Administration .
  2. In the left pane of the Finance & Administration screen, click Creditors > Creditor Invoices.
  3. On the toolbar of the top grid, click Download Vouchers From Pagero .
    • If you are already logged into Pagero, the Pagero home page is displayed on a new browser tab.
    • If you are not logged into Pagero yet, the Pagero login page is displayed on a new browser tab.