What Are We Trying to Accomplish?
The Voucher action allows you, the accountant, to send voucher requests for completed invoices directly back into your ERP to start the payment process. This action will voucher all of the selected invoices and move them to the Vouchered view in the AP platform. The invoice is assigned a voucher number and appears as an unposted voucher in the ERP.
- Available for: Matched, Mismatched, and Awaiting Receipt views
- Voucher on Mismatched invoices not available for Syteline customers
How Do I Do It?
1) Check the boxes next to each invoice you would like to voucher
2) Click the green lightning bolt Actions dropdown
3) Select Voucher
4) Click the Accept button
5) Once you initiate invoices to be vouchered, a pop-up will appear in the lower right-hand corner showing you how many invoices have already vouchered compared to the total number of invoices selected to be vouchered.