Approving a Voucher

In this topic, you will learn the approval process in PeopleSoft.

This specific approval is based on a requisition, but you will notice vouchers are also an option.

Steps:

1. Begin by navigating to the Worklist page.

    

   Click the Worklist link.

   Step 1

2. The Worklist page allows users to view Worklist items that require "working".

   Step 2

3. Click any of the Links to view a Worklist Item.

   Step 3

4. Use the scrollbar to view additional information on the page.

   Step 4

5. Click the REQ ID:1000000088 link.

   Step 5

6. The Approval page (whether requisition or voucher) displays pertinent information allowing you to determine whether or not this transaction should be approved or denied.

   Step 6

7. Click the Expand section button.

   Step 7

8. The Approvers section displays the progress completed and remaining for this specific transaction.

   Step 8

9. If you did not want to approve this request, you could click the Deny button and provide reasoning for your decision.

   Step 9

10. Click the Approve button.

    Step 10

11. Notice that PeopleSoft provides a confirmation that this transaction has now been approved.

    Step 11

12. Clicking the Return to Worklist link would allow you to review other transactions awaiting your review.

    Step 12

Congratulations, you successfully learned how to approve a voucher.

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