Select Expenses to Pay Using the Voucher Selection Grid

Before you process checks, you need to select which vouchers (expenses) you want to pay.  The Voucher Selection Grid allows you to see all vouchers that are available to pay and sort/filter the list.  Vouchers can be selected directly in the Check Processing Wizard, but the Voucher Selection Grid offers more sort and filter capabilities.

NAVIGATION: CHECK PROCESSING menu > Voucher Selection > Voucher Selection Grid

  1. In the GRID ACTIONS section, click the REBUILD GRID button (right side of the screen)
  2. All posted/unpaid expenses will display in the grid.
    1. In the VENDOR NUMBER field, select a Vendor to filter the list by that vendor or leave blank to include all vendors 
    2. In the PAY GROUP field, select a specific paygroup to filter the list to one specific pay group
    3. If you select a vendor or paygroup, click REBUILD GRID to refresh the list.
  3. Change the sort order of the expenses by selecting your preference in the SORT ORDER drop down. 
    1. Options include vendor name, due date, vendor number, or vendor #/invoice # order.
  4. Select the vouchers you want to pay.
    1. Select individually by clicking in the checkbox in the first column.
    2. Click the SELECT ALL button to select all vouchers in the grid
    3. Click the DESELECT ALL button to uncheck all vouchers.
  5. As you are checking the vouchers to pay, the overall total will display in the AMOUNT TO APPLY.
  6. Once your selections have been made, press SAVE and close the selection grid.

7/2022

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388