1) If you enter invoices:
a. Log into Voyager. Roles > PAYscan menu (PAYscan Finance Manager, PS_Approvers, PS_DataEntry)
b. Navigate to Invoice Register > Import Invoices

c. Upload Invoices in .pdf format:

 

d. Hit Import Batch and save your Batch ID number:

 

e. Navigate to Invoice Register Dashboard: Dashboards > Invoice Register Dashboard:

 

f. Enter your Batch ID or use any of the available filters (Invoice Status, Created By) to locate the uploaded batch and hit Submit:

g. By clicking on the hyperlinked control number, you will open up the Invoice register page:

 

h. You will find the image under Images tab. Select Either Maximize or Open in a new window option. This setting will be now saved for you.

 

i. Make sure to select correct Display Type:

 

j. Code and finish data entry on the IR (including all blue fields, property and other required fields for particular property) and hit Save:

 

k. If you do have auto-attach feature, the correct workflow will be automatically attached according to the Expense type. If not, select correct workflow:

l. If you are an approver on this step and property, select Next step and hit “Save step and next”:

2) If you have received PAYscan Approval Notification email about items waiting for your approval:
a. Log into Voyager, switch role to PAYscan menu (PAYscan Finance Manager Menu or PS_Approvers menu). If Workflow Dashboard is not your home screen, navigate to Workflow Dashboard first:

 

b. Once on Workflow Dashboard, hit Display and look for items waiting for your Approval:

c. You now have the ability to click on the hyperlinked IR number and approve the item on the Invoice register OR select Next step and hit Post:

 

 

Want a video tutorial?  Click Here: Payscan Training Video