How to Approve/Reject Multiple Budget Vouchers

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

2. If applicable, click on the calendar icon to enter the Start Date and/or End Date.

3. If applicable, in the Approver section, select the All or Me (selected by default) radio button.

5. Select as many or as few budget vouchers from the results displayed in the grid, by clicking the corresponding check mark beside each budget voucher, or click the check mark at the top of the grid to select all budget vouchers.

6. Click on the Group Actions drop-down menu and select one of the following: Review All or Review Selected.

Note: If any budget vouchers are selected that cannot be reviewed, a dialog box will display with this information (see example below). Click OK to continue or click on Cancel to return to the Budget Voucher Approvals screen.

7. In the Budget Voucher Approval Edit screen, review the budget voucher information.

Then

NO changes are required

1. Click on the Approve or Reject button. Click on the Undo button to remove all new input information and reset the fields to the original budget voucher, or click on the Cancel button to return to the Budget Voucher Approvals screen without saving changes.

Note: By clicking save the system will automatically move to the next budget voucher.

Click on the Next button to skip a budget voucher, click on the Previous button to go back to a budget voucher.

2. Proceed to the Next Step.

Changes are required

1. If applicable, click on the Account Parent drop-down menu to select an option.

2. If applicable, enter or update the Global Description. This will update the Description column for all line items.

3. If applicable, enter or update the Global Reference. This will update the Reference column for all line items.

4. If applicable, enter or update the amounts in the Transfer ($) column for each line item to move funds out of and into different G/Ls.

Note: The Difference must equal zero to allow budget transfers to be sent for approval.

5. If applicable, enter or update Description and/or Reference columns individually for each line item.

Note: Click on the Delete icon to remove a line.

6. If applicable, in the Documents section, update existing files or upload new files by clicking on the corresponding tab.

Note: Refer to How to Upload a File for more information on how to use this feature.

7. Enter a note in the New Note field.

Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.

8. Click on the Save button.

9. Click on the Approve or Reject button. Click on the Undo button to remove all new input information and reset the fields to the original budget voucher, or click on the Cancel button to return to the Budget Voucher Approvals screen without saving changes.

Note: By clicking save the system will automatically move to the next budget voucher.

Click on the Next button to skip a budget voucher, click on the Previous button to go back to a budget voucher.

10. Proceed to the Next Step.

Then

Approve button is selected

1. Click on the Period drop-down menu to select an option.

Note: The Year field is defaulted to the current year the user is logged into and is read-only.

2. Click on the OK button or click on the Cancel button to cancel the approve budget voucher process and return to the Budget Voucher Approval Edit screen.

3. Proceed to the Next Step.

Reject button is selected

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

2. Click on the OK button or click on the Cancel button to cancel the approve budget voucher process and return to the Budget Voucher Approval Edit screen.

3. Proceed to the Next Step.

9. Repeat steps 7 through 8 until all budget vouchers have been processed. The system will then return to the Budget Voucher Approvals screen.