View source for News:Approval of Vouchers

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{{News
|Approval of Vouchers
|module=Finance
|group=
|version=546W2204
|revision=0
|case=CORE-3351
|published=2022-05-18
}}

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'''General overview Approval of Vouchers'''

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Manually registered vouchers (registered in G/L | Vouchers) on accounts that has ""Approval=Yes"" will trigger approval flow for vouchers. It's not possible to:

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1) have approval=Yes on account with integration or

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2) create a voucher with one account that has approval=Yes and another account that has an integration.

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Saving a new voucher that demands approval will not book the voucher directly. Instead a preliminary posting without a voucher no. is created (indicated by *Preliminary* in the voucher list).

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Saving a new voucher that demands approval will perform the same validation of accounts, cost centers etc. as done today.

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The voucher is validated once more when booked in case something has changed since the preliminary voucher was created.

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Opening a parked voucher is similar to opening a booked voucher. Approvers can be changed/edited until the voucher is booked.

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Appointed users with approval authorization can approve a voucher.

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When the last needed approval is made the voucher is booked automatically. There is no separate action needed for "booking" the voucher.


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'''Preparations'''

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{{ExpandImage|Vapproval1.png}}

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'''Base register | G/L | Parameters'''

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From amounts and needed number of approvals is registered here.

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In the above example the system will demand 1 approver for postings with amount spanning from 1 000 to 99 999 and 2 approvers for postings with a total of 100.000 or more.

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To activate the approval flow at least the first line in the table must have a content. Minimum is 1 and 1


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{{ExpandImage|Vapproval2.png}}

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'''Base register | G/L | Accounts''' 

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Checkbox on account. Determines if posting on account needs approval.


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{{ExpandImage|Vapproval3.png}}

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'''System | Authorisation'''

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Authorisation for Approval: General ledger/Vouchers/Approval


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{{ExpandImage|Vapproval4.png}}

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'''Approval flow'''

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When creating a new voucher there is a new field "Approvers" in which the user creating the voucher can assign approvers.

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Each assigned approver will get a notification as a reminder that they have a voucher to approve.

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If needed, the user that made the preliminary posting can open the voucher and change approvers and accounting date.

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When saving a voucher a message is shown with the number of appointed and required approvers.


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{{ExpandImage|Vapproval5.png}}

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Approvers validates and approve/reject the voucher by opening the voucher and clicking on button "Approval". This opens a pop-up in which the approver is promted for an approval.

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On save the voucher is closed. If the approval made is the last one needed the voucher is booked and the message is followed by the assigned voucher no. 

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Approvers can change their approval by opening the voucher and re-do the same process once more. This will also trigger another atempt at booking the voucher (if the approval checks pass).


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{{ExpandImage|Vapproval6.png}}

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"Preliminary" vouchers are separated from booked voucher by not having a voucher no. Instead these are shown as *Preliminary* to indicated that these are not yet booked.

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Two new columns shows approval status and remaining approval

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Approval column shows Approval status, Approver user code and date for when the approval was made.

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New button "Delete" can be used to remove preliminary vouchers (to clean up incorrect vouchers which will not be booked).


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{{ExpandImage|Vapproval7.png}}

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Corrections on a voucher that demands approval can only be done on a new voucher no.

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This means that when making a correction on a voucher the below checkbox is checked and not possible to uncheck

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