Authorizing Vouchers

You can control which vouchers to post. However, this process is optional.

To authorize vouchers:

  1. On the Purchasing Parameters form, activate voucher authorization.

    See Activating Voucher Authorization.

  2. Create vouchers.

    See Creating Vouchers or Adjustments.

  3. To select the vouchers to post, run the Voucher Authorization utility. This utility examines vouchers and determines whether they can be posted. The default selection processes all vouchers and adjustments. None of the selection criteria fields is required, but you can use them to limit the number and type of vouchers the system processes.
  4. Specify this information, as appropriate:
    Starting and Ending Authorizer
    Specify the range of authorizers. All vouchers authorized by people whose names fall alphabetically between the starting and ending names are affected by this utility.
    Starting and Ending Voucher
    Specify the range of vouchers you are authorizing.
    Starting and Ending Invoice Date
    Specify the range of invoice dates for the vouchers you are authorizing.
    Starting and Ending Vendor
    Specify the range of vendors whose vouchers you are authorizing.
    Authorization Status
    Select the status of the vouchers you are authorizing: Failed and/or Matched.
  5. Perform one of these actions:
    • To view the results of running the activity or utility without saving the results in the database, select Preview.
    • To save the results in the database, select Commit.
  6. Click Process.
    Note:  The system does not post vouchers that have an authorization status of Failed.
  7. Post the vouchers you selected in the Voucher Authorization utility. See Printing and Posting Vouchers for more information.

    If Voucher Authorization is not activated, follow your usual posting procedure to post vouchers.

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