Summary
Purpose: This guide will walk you through how to view and process approvals for Vouchers and other AP documents.
Audience: All Voucher Approvers (Budget Owners, Budget Services Staff, VPs, Finance Staff)
Body
Once logged into ctcLink go to Financials Self-Service or FSCM.
Approving Vouchers via the Approvals Button
- Locate the Compass icon in the upper right-hand corner and click on it. This will bring up the NavBar. From there, select Approvals.
- Once you have selected Approvals, your assigned Approvals will be present. Select the one that you would like to review and/or approve. You can filter approvals to view only vouchers using the options on the far left.
- Selecting the document you would like to approve will populate the information page with important information. Highlighted are a few of the important places to keep note of. Once all pieces are confirmed, you can approve.
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Approving Vouchers via the Worklist
- Locate the Compass icon in the upper right-hand corner and select it. This will bring up the NavBar. Select Navigator. This will open a list of menu items. Select Worklist, and then select Worklist again.
- Once selected, your assigned Approvals will be present. Select the one you would like to approve.
- Selecting the document you would like to approve will populate the information page with important information. Highlighted are a few of the important places to keep note of. Once all pieces are confirmed, you can approve.
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