How to Send a Budget Voucher for Approval

Use the following steps to send a budget voucher for approval:

1. Click on the Business tab, click Budget, and select Budget Voucher.

2. If applicable, click on the calendar icon to enter the Start Date.

3. If applicable, click on the calendar icon to enter the End Date.

4. If applicable,  in the Status Type section, select any of the following selection boxes: Work in Progress (selected by default), Approved, Sent for Approval, and/or Rejected (selected by default).

5. If applicable, in the Originated By section, select one of the following radio buttons: All or Me (selected by default).

6. Click on the Search button.

7. Click on the Action drop-down menu beside the corresponding budget voucher and select Send for Approval. 

9. In the Submit Budget Voucher for Approval dialog box, click on the Approver drop-down menu to select an option.

10. If applicable, enter a note in the Note field.

11. Click on the OK button or click on the Cancel button to cancel the send for approval process.

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