Post and Release Voucher for Payment:
- Workflow > NO CATEGORY > Accounts Payable > Un-Posted / Un-Released Vouchers bucket OR Accounting > Accounts Payable > Work Queues > Un-Released Voucher Q
- From the Un-Released Voucher Queue grid, highlight the Voucher that you would like to post and / release for payment
- From the Extended Menu, select “Post Selected,” “Release Selected,” or “Post and Release Selected.” Note, if your system requires Voucher approval, the Voucher must be approved and posted before being released for payment. The Extended Menu also includes an option to Approve / Rescind Approval
- Click OK
- After posting and releasing, Vouchers will move to either the Direct Payment Queue, or the Print Checks Queue
Optional: Approve Posted Voucher Before Release for Payment
Approve Posted Voucher
- Set Approver on Customer record – this will flow through to Purchase Orders, and then to Vouchers created from those Purchase Orders
- If no Purchase Order is created, the Approver field contents will flow directly to the Voucher
- Note: you may set one or two Approvers, but if you set two, they must both approve payment
When a Voucher is posted, the Approver will receive an email advising that there is a Voucher awaiting approval. This Voucher may be found by the Approver in Workflow > Accounts Payable > Un-Posted / Un-Released Vouchers bucket. Vouchers may not be released for payment until the Approver(s) have approved the Voucher. Approver may highlight the Voucher in the grid and select Approve (or Rescind Approval) from the grid Extended Menu or approve the Voucher directly from the Voucher.