In this topic you will learn how to complete Voucher Approval.

NOTE: Please see the Voucher Approval Framework (VAF) Workflow for LSUNO - Approver Guide for detailed information on the voucher approval process.

Voucher Approval via Email Notification

Once Accounts Payable creates a voucher, you will receive an email from LSUHSC Accounts Payable - Invoice Approval, like the one shown here, requesting approval of the voucher.

Click the available link.

Make sure to open the attachment link to review the invoice you’re approving.

Click the File Name link to view the invoice.

Review the information provided in the attachment.

Click the Line Information tab. (Read only)

Review Line Information. (Read only)

Click the Zoom - Accounting Charge Information button. (Read only)

View chartstring information. (Read only)

Voucher Approval via Worklist

Voucher Approval via Approval Framework

After all information have been reviewed, from the Approval tab you will either Approve, Deny or Hold the voucher.

NOTE: Comments are required for denied vouchers or vouchers placed on hold.

The system defaults you into the Summary View.

Click the Date From column header to sort by date.

Select the voucher you wish to view.

Once you are done with the selected voucher, you can return to the Worklist to view and approve addition vouchers.

Enter the desired information into the Business Unit field. Enter "LSUNO".

Enter the desired information into the Voucher ID field. Enter "00334989".

The following information should be reviewed:

•  Supplier Information

•  Invoice Date

•  Invoice Amount

•  GL account accurately reflect the item(s) purchased

•  Invoice has appropriate approval signatures

•  Goods/services are an official state expense.

If you are not logged in, you will be required to log-on to Citrix and PeopleSoft.

The voucher will open to the Approval page.

Hover your mouse over the Supplier name to view location information.

You can click on the Remitting Address link to view where payment will be mailed. (Read only)

This completes Voucher Approval.

Enter the desired information into the Business Unit field. Enter a valid value e.g. "LSUNO".

Enter the desired information into the Voucher ID field. Enter a valid value e.g. "00334989".