The Voucher Automation tab on the Expense Audit Settings page is used to configure voucher automation.
It is important to note that Voucher Automation only works, if the voucher being audited is in "Approval in Progress" Status and that <Approval in Progress> is selected as the only Status on the General tab in the Expense Audit Settings screen.
Click on the Voucher Automation tab. If there is no voucher automation, None will be selected. This is the default setting.
The are two choices to trigger the automation: Auto Approve for Payment or Audit follow-up Status. The Voucher Automation for either of these choices is triggered when the last expense subject to audit is successfully processed by the audit engine and no pending manual reviews are required either because no review was required or review was required but the user approves or rejects this last expense.
If the user chooses:
<Auto Approve for Payment> - As soon as this automation kicks in, the voucher will be successfully "Approved for Payment" under these circumstances:
When there is at least one approved expense
When the voucher is in balance
When the voucher is not a possible duplicate
<Audit follow-up Status> - When selecting this choice on the Voucher Automation tab, the user will be presented with a drop down list.
When the automation kicks-in, this will update the status of the voucher to the selected status chosen from the drop down list under these circumstances:
When there is at least one approved expense
When the voucher is in balance
When the voucher is not a possible duplicate
