Review Vouchers
Additional Information
The Vouchers inquiry allows you to query for and review vouchers. From within the inquiry, you can search for vouchers that need to be reviewed, view the voucher documents, and then perform actions on one or more documents as needed.
Run the Inquiry
To batch review vouchers, open and run either the Additional Information inquiry. For more information on how to open, run, and use typical inquiry functionality, see How to Use an Inquiry.
Open a Document Instance
This inquiry provides the ability to view more details and edit a document using the inquiry split pane. Click the View 
button and then select the Split Pane option. For more information, see View Additional Details in the Split Pane.
In addition, you can select one or more vouchers in the Results area and open the Voucher from related items. For more information, see Related Items.
Open an Attachment
- Select a line item on the inquiry.
- On the Navigation Pane, select the Attachments
tab.
A list of related attachments display. - View or download attachments as needed. For more information, see Attachments.
Apply an Action
Once you have reviewed a document instance, you can apply an action:
- Select one or more line items on the inquiry.
-
Click the right mouse button.
A context menu with a list of available actions display. The available actions are based on the documents you have selected and the common actions you can perform on them. For more information on the available actions based on the document instance's state, see
Voucher Actions . - Select an action.
Once the action completes, a yellow confirmation message displays at the top of the screen.
Save Changes
Once you have completed your review of the voucher, click the Save
button on the toolbar.
Your changes are saved. If an error was encountered, see the Validations tab on the Details pane; for more information, see Detail Pane.