You can navigate the Links section within the Business Management Workcenter to review the status of existing journal vouchers.
You can navigate the Links section within the Business Management Workcenter to search for and review any Journal Vouchers.
First, log into the Financial Management System
Click the Classic Home tile.
Navigate to the Business Management Workcenter using the following navigation:
Navigation: Main Menu > UGA > Business Management Workcenter
The Business Management Workcenter is displayed.
Within the Links section, click the Review Voucher link.
Optional: To hide the side menu, click the Minimize button.
The Voucher Inquiry page is displayed. From this page, you can search for existing journal vouchers by Voucher ID, Invoice Number, Supplier Name, Approval Status, and more.
To search for a journal voucher by voucher ID, click the lookup magnifying glass next to the From Voucher ID field.
The Look Up From Voucher ID window is displayed. From this page, you can enter the appropriate voucher ID in the search field at the top.
Once you enter the information, click the Look Up button.
To change how you search for vouchers, click the Advanced Lookup link.
Click the Search Operator dropdown list.
The list displays alternative search operators. Click the appropriate search operator.
To select a Voucher, click the appropriate Voucher ID link.
Example shown here: 10000001 link.
To search for a journal voucher by supplier, click the lookup magnifying glass next to the From Supplier Name field.
The Look Up From Supplier Name window is displayed. From this page, you can enter the appropriate supplier name in the search field at the top.
Click the Search Operator dropdown list next to the appropriate search field.
To select a supplier, click the appropriate Supplier Name link.
To search by a voucher's entry status, click the Entry Status list.
Click the appropriate entry status.
To search for a voucher by accounting date, click the Calendar button next to the From Accounting Date field.
A calendar is displayed. Click the appropriate date.
To search for a voucher by the posting status, click the Post Status list.
Click the appropriate post status.
To search for a journal voucher by approval status, click the Approval Status list.
Click the appropriate approval status.
With the appropriate search criteria completed, click the Search button.
The search results are displayed in the Voucher Inquiry Results section.
To review the voucher information, click the Actions link next to the appropriate journal voucher.
To review the accounting entries associated with the selected journal voucher, click the Review Accounting Entries menu.
The Accounting Entries page is displayed. The accounting lines are listed in the Accounting Information section.
When done reviewing the entries, click the Close link.
Optional: To hide the Search Criteria section to only see the search results, click the Collapse link.
Click the Actions link.
To review the information regarding payment methods, click the Payment Information menu.
A new window is displayed showing the banking information of the supplier and payment status of the voucher.
To return to the search results, click the Back To Voucher Inquiry link.
To review the voucher details, including comments and attachments, click the Voucher Details menu.
The Voucher Line Details window is displayed. From this window, you can review the charge details or chartstring information and view any attachments or comments.
To view the attachment(s), click the Attachments link.
Note: The number inside the parenthesis indicates the number of attachments.
Click the document link to view the attachment in a new tab.
To view the comment(s), click the Comments link.
The Voucher Comments window is displayed.
When you are done reviewing the comment(s), click the Return button.
To return to the search results, click the Cancel button.
To review the status of the selected journal voucher, click the Review Document Status menu.
The Review Document Status window is displayed. From this window, you can general voucher information, approval status, and posting status.
To review the search results by amount, click the Amounts tab.
The search results shows each voucher by Voucher ID and Gross Invoice Amount.
To explore each search result further, click the More Details tab.
To view the complete approval history and workflow of a journal voucher, click the Approval History link.
The Approval History window is displayed. You can review who approved/denied the document within the workflow. Click the View/Hide Comments link to review any comments.
When you are done reviewing the approval history, click the Close link.
To review the supplier information, click the Supplier Details tab.
The Supplier Short and Full Names are displayed.
To enter new or additional search criteria, click the Search Criteria Expand link.