9.2 Budget Checking a Voucher Ad Hoc

Purpose: Use this document as a reference for budget checking a voucher in ctcLink.

Audience: Accounts Payable staff

A voucher must be budget checked before it can be posted.  The following procedure describes budget checking a single voucher on demand, but budget checking can also be performed in batch. 

Budget Checking a Voucher

Navigation:  NavBar > Navigator > Accounts Payable > Vouchers > Add/Update > Regular Entry

  1. The Voucher search page displays.
  2. Select Find an Existing Value.
  3. Conduct a search to find the voucher you wish to budget check.  For example you might search where:
    1. Business Unit = Your business unit will default
    2. Entry Status = Postable
  4. Select Search.
Voucher search page
  1. A list of qualifying vouchers displays at the bottom of the Voucher search page.
  2. Select a voucher to budget check.
Voucher page
  1. The Voucher Summary page displays.
  2. Select Invoice Information.
Voucher Summary page
  1. The Invoice Information page displays
  2. Select 'Budget Checking' from the Action drop-down menu.
  3. Select Run.
  4. When the process is complete, select Summary.
  5. Verify that the Budget Status is Valid.
Invoice Information tab
  1. Process complete.

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