Voucher Policies

The windows can be accessed from the Voucher sub menu of Groups. Here, security for approving all types of vouchers can be set.

Follow the path - R2 > Security Module > Policy > Voucher Policy > Voucher Window Click Edit button > Voucher Policy Edit Mode

1. Select Voucher type

2. Specify Amount

   • if the Amount is specified, then the Selected Employee can approve all Voucher at any Site for any amount up to the provided limit.

   • If the Amount is not specified, then the Selected Employee is eligible to approve all Voucher of any amount raised from any site.

3. Click either the Employee or Position button to Select Employee/Position.

   • If you had selected an Employee, then the specific employee will be able to approve all PO of the type and amount raised from the selected site.

   • if you had selected a Position, then all the Employees at that Position, will be able to approve all PO of the type and amount raised from the selected site.

4. Once all settings are done, click on Save to Exit.