Viewing Voucher Information - AP Automation - Workday - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

AP Automation - Workday

AP Automation - Workday
Foundation 23.1

Once an invoice has been posted to Workday, Workday processes the invoice and then populates the Voucher fields on the invoice. The information is then synced with OnBase, and the voucher information is displayed on the invoice indicating that the information has been received, and that a voucher has been created. This information is then stored in OnBase for future reference and retrieval.

To view the voucher information:

  1. Click the folder in your queue that contains invoices waiting for Workday to complete processing. In our scenario, the folder is titled Awaiting Completion in Workday.

    Click the Sync Invoice icon to update the status of the invoice.

  2. Select an invoice to view and then select the Display Coding Form icon. The PO Invoice screen is displayed.

    The voucher information displays in the following fields at the top of the screen:

    • Invoice Number

    • Voucher Number

    • Invoice Status

    This information displays only after Workday has received the invoice and is processing the information in the Workday application.