9.2 Vouchering a Quick Invoice on Demand

Purpose: Use this document as a reference for building a voucher from a Quick Invoice in ctcLink.

Audience: Accounts Payable staff

The Voucher Build process can create vouchers from many sources of information, including Quick Invoice.  Because the Quick Invoice component will likely be used by non-finance staff and faculty (if it is used at all) it is important to check the resultant voucher for completeness and accuracy. 

Vouchering a Quick Invoice

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

  1. From the Quick Invoice Entry page, select the Find an Existing Value tab.
  2. Conduct a search to find the Quick Invoice you wish to voucher.  For example search criteria may be:
    1. Business Unit = Your business unit will default
    2. Build Status = "Build Voucher"
    3. Voucher Source = "Quick Invoice"
    4. Select the Search button.
Quick Invoice Entry Find an Existing Value tab
  1. The Quick Invoice page displays.
  2. Select the Line Details button to review the invoice lines
Quick Invoice page
  1. The Invoice Lines section of the page populates.
  2. Complete the ChartField strings that represent the Distribution Lines of each Invoice Line.
  3. Select Save.
Invoice Lines section
  1. Enter Action = "1. Voucher Build".
  2. Select Run.
Quick Invoice page
  1. Make the sure process runs to completion.
  2. Navigate to NavBar > Navigator > Accounts Payable > Vouchers > Add/Update > Regular Entry.
  3. From the Voucher page, select the Find an Existing Value tab.
  4. Enter the Voucher ID into the Voucher ID search field and select Search.
Voucher Find an Existing Value tab
  1. Complete the voucher.
  2. Select Save.
Invoice Information tab
  1. Process complete.

0 Comments

Add your comment

E-Mail me when someone replies to this comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.