Contents of the Approve Vouchers Screen

Use the fields and options to configure the Approve Vouchers screen.

Approve Vouchers

Identification

Field	Description
Approver	The user ID of the person using the screen to approve the vouchers displays in this non-editable field.
AP Approval Required Above	This amount displays from the Approval Required Above field on the Configure Accounts Payable Voucher Settings screen.
PO Approval Required Above	This amount displays from the Above field in the Approval Required group box on the Configure Purchase Order Voucher Settings screen. Note: This field displays only if you are licensed for Purchasing.

Amount Discrepancies Allowed

Note: This group box displays only if you are licensed for Purchasing.

Field	Description
Unit Cost	This non-editable field displays the discrepancy amount threshold for the unit cost. You originally set this value on the Configure Purchase Order Voucher Settings screen.
PO Line	This non-editable field displays the discrepancy amount threshold for the purchase order voucher line amount. You originally set this value on the Configure Purchase Order Voucher Settings screen.
PO	This non-editable field displays the discrepancy amount threshold for the total purchase order voucher amount. You originally set this value on the Configure Purchase Order Voucher Settings screen.

Percent Discrepancies Allowed

Note: This group box displays only if you are licensed for Purchasing.

Field	Description
Unit Cost	This non-editable field displays the discrepancy percentage threshold for the unit cost. You originally set this value on the Configure Purchase Order Voucher Settings screen.
Quantity	This non-editable field displays the discrepancy percentage threshold for the purchase order voucher line quantity.

Approve Voucher Details Table Window

Field	Description
Vendor	This field displays the vendor ID from the Manage Accounts Payable Vouchers or Manage Purchase Order Vouchers screens.
Vendor Name	This field displays the vendor name from the Manage Accounts Payable Vouchers or Manage Purchase Order Vouchers screens.
Voucher	This field displays the number of the voucher that is pending approval.
Vchr Type	This field displays the type of voucher that is pending approval.
Original Voucher	If the voucher has been reversed, this non-editable field displays the original voucher number before reversal. Note: Vouchers reversed prior to Costpoint 8.0 do not have their original voucher number stored. Original voucher numbers will only be stored for vouchers that you reverse in Costpoint 8.0 or later versions.
Invoice Amt	This field displays the amount for which the voucher was entered on the Manage Accounts Payable Vouchers or Manage Purchase Order Vouchers screens.
Invoice	This field displays the invoice number.
Appr	Select this check box to approve this voucher for posting to the Accounts Payable files.
Hold	Select this check box to place this voucher on hold or clear this check box to take the voucher off hold status. You cannot post vouchers on hold status to the General Ledger.
Over Budget	Select this check box to indicate that this project will be over budget because of this voucher.
Invoice Date	This field displays the invoice date.
Terms	This field displays the terms set up on the Manage Accounts Payable Vouchers or Manage Purchase Order Vouchers screens.
Discount %	This field displays the discount percent from the Manage Accounts Payable Vouchers or Manage Purchase Order Vouchers screens.
Discount Date	This field displays the discount date from the Manage Accounts Payable Vouchers or Manage Purchase Order Vouchers screens.
Discount Amt	This field displays the discount amount from the Manage Accounts Payable Vouchers or Manage Purchase Order Vouchers screens.
Due Date	This field displays the due date from the Manage Accounts Payable Vouchers or Manage Purchase Order Vouchers screens.
Trans Due Amt	This field displays the total amount due from the Manage Accounts Payable Vouchers or Manage Purchase Order Vouchers screens.
Manual Ck	This field displays whether or not a manual check is cut. Y (Yes) means a manual check needs to be sent; N (No) means a regular Accounts Payable check will be sent.
Entry User	This field displays the ID of the person who entered the voucher.
Vchr Type	This field indicates whether this is an accounts payable or purchase order voucher.
PO Discrepancy	This field displays one of the following settings, based on discrepancy thresholds established on the Configure Purchase Order Voucher Settings screen. O displays if any of the discrepancies is over, or if there are both over and under discrepancies. U displays if any discrepancy is under. N displays if there are no discrepancies. Note: This field displays only if you are licensed for Purchasing.
Rcpt Discrepancy	This field displays one of the following settings, based on discrepancy thresholds established on the Configure Purchase Order Voucher Settings screen. O displays if any of the discrepancies is over, or if there are both over and under discrepancies. U displays if any discrepancy is under. N displays if there are no discrepancies. Note: This field displays only if you are licensed for Purchasing.
Discr Calc Date	This field displays the discrepancy calculation date. Note: This field displays only if you are licensed for Purchasing.
Trans Currency	This column displays the currency code for the transaction currency. The transaction currency is the type of currency that your vendor used on this invoice.
Func Inv Amt	This column displays the amount of this voucher in your company's functional currency.
Check Amount	This field displays the check amount from the Manage Accounts Payable Vouchers or Manage Purchase Order Vouchers screens.
Discount Taken	This field displays the discount taken from the Manage Accounts Payable Vouchers or Manage Purchase Order Vouchers screens.
Check Date	This field displays the check date from the Manage Accounts Payable Vouchers or Manage Purchase Order Vouchers screens.
Fiscal Year	This field displays the fiscal year from the Manage Accounts Payable Vouchers or Manage Purchase Order Vouchers screens.
Check Number	This field displays the check number from the Manage Accounts Payable Vouchers or Manage Purchase Order Vouchers screens.
Period	This field displays the period from the Manage Accounts Payable Vouchers or Manage Purchase Order Vouchers screens.
Subpd	This field displays the subperiod from the Manage Accounts Payable Vouchers or Manage Purchase Order Vouchers screens.
Cash Accounts Description	This field displays the cash accounts description from the Manage Vouchers or Manage Purchase Order Vouchers screens.
Pay Currency	This column displays the currency code for the pay currency. The pay currency is the currency that you will use to pay this voucher.

Subtasks

Subtask	Description
Voucher Detail	Click this link to open the Voucher Detail subtask.
PO Voucher Lines	Click this link to open the PO Voucher Lines subtask.
Exchange Rates	Click this link to open the Exchange Rates subtask.
Voucher Totals	Click this link to open the Voucher Totals subtask.