Department Manager Pagelet - Unpaid Voucher Page

Overview

There are two pagelets to assist Department Mangers in reviewing and approving transactions.

1. Unpaid Vouchers sorted by Date - displays the top 15 unpaid vouchers sorted by date.
2. Unpaid Voucher sorted by Amt – displays the top 15 vouchers sorted by gross amount.

This document provides details for:

• Add Pagelets to Home Page
• Change Layout of Pagelets on Home Page
• Unpaid Voucher Page

Important Information

• Vouchers that are overdue display with an orange highlight.
• Vouchers due within the next five days display with a yellow highlight.
• The Voucher ID is a link to the Unpaid Voucher page to view more information.
• Selecting a Voucher ID from the pagelet takes you to the Unpaid Voucher Page.

Example

Step-by-Step Process

Add Pagelets to Home Page

1. Click Content in the upper right corner of the M-Pathways - Home Page.
2. Check the Unpaid Vouchers sorted by Amt box in order to view the pagelet on your home page.

   Personalized Home Page Screenshot

   

3. Check the Unpaid Vouchers sorted by Date box in order to view the pagelet on your home page.
   Note: You can select one or both of the pagelets to display.
4. Click Save.

Change Layout of Pagelets on Home Page

5. Click Layout in the upper right corner.
6. Select 2 columns or 3 columns in the Basic Layout field.

   Personalized Home Page Screenshot

   

7. To move pagelets, select the applicable item you wish to move.
8. Click the arrows to move to applicable column.
9. Click Save.

Unpaid Voucher Page

1. Enter the applicable values in the Search Criteria group box.

   Unpaid Vouchers Screenshot

   

2. Click Search.
3. Review the information on the pages.
   Note: There are two tabs: Voucher Detail and More Detail.

Voucher Detail Screenshot

More Detail Screenshot