Match Voucher Ad Hoc

Purpose:  Use this document as a reference for matching a single voucher in ctcLink.

Audience:  Accounts Payable staff

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

  • ZD Accounts Payable Inquiry
  • ZZ Voucher Approval
  • ZZ Voucher Entry

You must also set these User Preference Definitions:

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

Match Voucher Ad Hoc

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

A voucher must be matched before it can be posted.  The following procedure describes matching a single voucher on demand, but matching can also be performed in batch (to match several vouchers at once please see QRG Matching Vouchers in Batch).

  1. The Voucher search page displays.
  2. Select the Find an Existing Value tab.
  3. Enter Business Unit.
  4. Enter Voucher ID or enter search criteria to locate your voucher.
  5. Select the Search button.
  6. The Regular Entry Summary tab displays.  Note the Match Status = "To Be Matched".
  7. Select the Invoice Information tab.
Regular Entry Summary tab
  1. The Invoice Information tab displays.
  2. Select Action = "Matching"
  3. Select the Run button.
  4. A message window displays, 'Do you want to wait for the process to be completed? Voucher will be displayed after process ends'. Select the Yes button.
  5. When the process is complete, select the Summary tab.
Invoice Information tab select matching action
  1. The Summary tab displays. Note the Match Status = "Matched".
Summary tab to verify match status = matched
Regular Entry Summary tab
  1. 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. - coming soon!

Video Tutorial via Panopto

View the link to Match Vouchers Ad Hoc. This link will open in a new tab/window. - coming soon!


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