Match Vouchers in Batch

Purpose:  Use this document as a reference for matching accounts payable vouchers in ctcLink.

Audience:  Accounts Payable staff

You must have at least one of these local college managed security roles:

  • ZZ Voucher Entry
  • ZZ Voucher Processing

You must also set these User Preference Definitions:

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

It is recommended to establish each user with the specific access associated with their job duties and is not recommended to simply copy one user's access to another user as this could lead to overallocation of access. However, there are situations where a group of staff within a single department all require the same access to perform similar work. In that case, the COPY function provides the ability to apply all Process Group definitions from one user to another without having to search and enter each Source Transaction and Process Group combination. 

Please refer to the QRG FSCM Security - Process Groups

Match Vouchers in Batch

Navigation: Accounts Payable > Review Accounts Payable Info > Vouchers > Match Workbench

  1. The Match Workbench search page displays.
  2. Enter Business Unit.
  3. Enter Match Status = "To Be Matched".
  4. Select the Search button.
Match Workbench search page
  1. The Search Results section at the bottom of the page populates.
  2. Check the Select checkbox of the voucher(s) you'd like to match.
  3. Select Action = "Matching".
  4. Select the Run button. Please refer to the Process Schedule Request steps for further instructions.
Select vouchers to be run the match process
  1. Process Monitor status will display Success. Voucher Summary page will also show Match Status as 'Matched'.
  2. Process complete.

Video Tutorial

The video below demonstrates the process actions described in steps listed above.  There is no audio included with this video.  Select the play button to start the video.

Video Tutorial via Panopto

View the link to Match Vouchers in Batch. This link will open in a new tab/window.


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