Accounts Vouchers Approval

 Customer Introduction

This company adds 200 plus vouchers a day into OurSys and needed a mechanism to control vouchers

 Challenge

OurSys had the freeze date function which is used by accounts heads to lock voucher data month by month to ensure the vouchers are not changed. But there was no way to mark individual vouchers as checked. There was risk that some vouchers could be changed by users after checking before it was frozen. Also sometimes only a particular type of voucher needs approval. There was no way to set only a particular type of voucher for approval

 The Solution

We have now introduced Account Voucher Approval, allowing users to configure approval workflows for selected voucher types from the available 13 voucher categories. This enables organisations to apply approvals only where required while avoiding additional approval steps for routine vouchers. For system-generated vouchers, such as Sales Voucher from Sales Invoice and Purchase Voucher from Supplier Invoice, the system will automatically follow the configured approval workflow before posting the accounting entries.

 The Result / Benefits

Thus security of data was ensured without increasing the load of approval by too much.