Voucher Workflow General Information – Definition Voucher Workflow is an electronic routing and approval process for Vouchers. Key Elements of Voucher Workflow Voucher Workflow will have the following impacts: Voucher Coversheets are no longer required to be printed, signed, and mailed to AP. Approvals by Voucher Creator, Department Approver (Certifying Signatory), Intermediate Approver (Financial Aid, Tax, or OCG), and Final Approver (Accounts Payable) are electronically captured in the Finance System. The approval history can be reviewed on the Approval page or Voucher Coversheet. Once a voucher is placed in Workflow, the voucher can only be modified by the person who first approved the voucher (i.e., placed the voucher into workflow). If additional approval is required per the department policy, the voucher coversheet/form/memo can be printed, signed, scanned, and uploaded to the voucher page. Voucher information, including approval history and backup documents, can be obtained quickly from the Documents page. Voucher Workflow Roles You will be assigned to one of the following roles: Voucher Creator Create vouchers, select appropriate routes, and submit the vouchers into Workflow. The vouchers will be sent to the Department Approvers’ worklists.
Voucher Workflow – General Information Definition Voucher Workflow is an electronic routing and approval process for Vouchers. Key Elements of Voucher Workflow Voucher Workflow will have the following impacts: Voucher Coversheets are no longer required to be printed, signed, and mailed to AP. Approvals by Voucher Creator, Department Approver (Certifying Signatory), Intermediate Approver (Financial Aid, Tax, or OCG), and Final Approver (Accounts Payable) are electronically captured in the Finance System. The approval history can be reviewed on the Approval page or Voucher Coversheet. Once a voucher is placed in Workflow, the voucher can only be modified by the person who first approved the voucher (i.e., placed the voucher into workflow). If additional approval is required per the department policy, the voucher coversheet/form/memo can be printed, signed, scanned, and uploaded to the voucher page. Voucher information, including approval history and backup documents, can be obtained quickly from the Documents page. Voucher Workflow Roles You will be assigned to one of the following roles: Voucher Creator Create vouchers, select appropriate routes, and submit the vouchers into Workflow. The vouchers will be sent to the Department Approvers’ worklists.
Voucher%20Workflow%20Handout.docx