Getting Started with Voucher Approvals
This guide is only for Inside Agent Portal Voucher Approvals.
This system is designed to ensure that all vouchers goes through a thorough review before billing. Voucher approvals help prevent errors and ensure accurate deal data.
Once a voucher has been submitted for approval, assigned users will review and make any necessary changes or corrections. Agents will be notified via email once the voucher has been approved .
In the event that a voucher is not approved feedback on what needs to be corrected will be provided. You can then make the necessary changes and resubmit the voucher for approval.
Getting Started with Approvals
Submit Voucher for Approval
To submit a voucher for approval, simply follow these steps:
Select "New Voucher"
Complete all required Voucher Data
Select "Submit for Approval" in the lower right hand corner
Approve Pending Voucher
If another user submits a Voucher for approval and you are assigned to the Voucher you will will be notified via email and have the ability approve or reject.
Receive Email Notification "Voucher X Pending Approval"
Login to Commissions
Go to Vouchers
Select Pending
Edit the Voucher Pending Inside Agent Approvals
Select Approve or Reject
If Approved the system will notify the next approver
If Rejected the system will send a notification to whoever originally submitted the voucher for approval to make a correction and resubmit.
Approval History
All voucher approvals include the "Approval Workflow History" to track the activity of an approval workflow. To view the Approval Workflow follow the steps outlined below.
Go to Vouchers
Select the action button next to the Voucher Pending Approval
Select View Approvals
Approval Email Notifications
Pending Approval
Approved Voucher
Rejected Approval
