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. 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.

8. Click on the Group Actions drop-down menu and select one of the following: Send All for Approval or Send Selected for Approval.

9. In the Submit Budget Voucher(s) 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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