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Turn On Voucher Approvals

By default, saving a voucher posts it straight to the general ledger. If you'd rather have a second set of eyes first, an administrator can turn on an approval workflow.

Turn it on​

  1. Go to Finance & Accounting → General Ledger & Chart of Accounts → Accounting settings.
  2. Turn on voucher approvals.
  3. Optionally, turn on a checker step for an extra review stage before final approval.

How it works once it's on​

  1. Prepared — the person creating the voucher saves it, or submits it for check.
  2. Checked — a different user reviews it (only if the checker step is on).
  3. Approved — a different user approves it. This is the point the voucher actually posts to the ledger.

A voucher isn't on the books until it's Approved. The same person generally can't prepare, check, and approve the same voucher.

:::info Finding what's waiting on you Open Pending voucher approvals under Vouchers for an inbox of everything awaiting your check or approval. :::

Undoing a posted voucher​

Once approved and posted, a voucher can't be edited or deleted. Open it and use Cancel to reverse the entry.

Next step​

Manage customer and supplier balances

Track what customers owe you and what you owe suppliers.