AP Vouchers
Overview:
Vouchers in Workbench are used as an intermediary step between receiving an invoice from a supplier and the creation of an AP Invoice, offering increased control and staging over the Accounts Payable process. If Image Documents are being used, vouchering is required, but otherwise it is an optional feature. Workflow rules can be applied to Vouchers, enabling multiple review steps before it can be approved as well as more specific approval authorities. Vouchers are not required to be in a batch and are not reflected against actual job costs until they are converted to an AP Invoice, giving the accounts team more freedom when entering all received AP documents for processing.
This guide will reference the Image Documents module, but if your company does not utilise the function, simply ignore these references.
For more information about the technical setup of Vouchers, see Voucher Configuration. See Create/Edit AP Voucher for details about entry and approval of vouchers.