Post and Pay a Voucher

Written by Nick Miles

Last published at: July 6th, 2020
  1. Select Vouchers from the Home page.
  2. Select the New voucher bucket.
    • If you would like to post all vouchers that are in the New bucket at the same time, click Post All in the left menu. Continue reading to learn about posting individual vouchers and how to pay a voucher.
  3. Click the voucher ID that you want to pay.


Depending on your workflow (voucher approval, or no voucher approval), select one of the following options for further instructions:


No Voucher Approval Workflow

  1. Click Post.
    • The voucher will move into the Posted voucher bucket.
  2. Click Pay.
  3. You will be redirected to the Accounts Payable page where you can pay the voucher.
  4. Once the voucher has been paid, you'll be redirected to the Checks page, where you can print the check.
    • The voucher will move into the Paid bucket on the Grants page.


Voucher Approval Workflow

To use this feature, Voucher Approval must be configured in System Data, and Voucher Approvers must be added to your funds.

This feature is specifically for non-scholarship and non-grant vouchers.

  1. Click Post & Get Approval.
    • The voucher will move to the Approval bucket, and voucher approvals will receive an email notification that they need to review the voucher before it can be posted.
  2. Click I Approve to approve the voucher for payment.
    • This will move the voucher into the Posted bucket.
  3. Click Pay.
  4. You will be redirected to the Accounts Payable page where you can pay the voucher.
  5. Once the voucher has been paid, you'll be redirected to the Checks page, where you can print the check.
    • The voucher will move into the Paid bucket on the Grants page.