Approve a Voucher

Depending on your role in WorkBook, you can use the Vouchers on Hold submodule under Finance & Administration to approve vouchers. If you are an approver for a voucher, Workbook sends a notification to your inbox where you can approve the voucher.

To use the Vouchers On Hold submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To approve a voucher:

1. On the main toolbar, click Finance & Administration .
2. Use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to approve a voucher.
3. In the left pane of the Finance & Administration screen, click Administrative Follow-Up > Vouchers on Hold.
4. Highlight 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.