Journal Entry Voucher

Workflows > Endpoints > Voucher Workflows > Journal Entry Voucher

Purpose: Send vouchers to the journal entry view in Go, to be further handled by user(s) in Go before the voucher is posted.

These endpoints are typically used in cases where the external system is the entry point of some or all vouchers, and the vouchers should be sent to Go to be reviewed and finalized in the journal entry view and workflow in Go. Note that for integrating parties that handle all vouchers and have an EHF access point, the journal entry vouchers endpoints are the required endpoints to use.

The main purpose and usecases of this service is to send vouchers to the journal entry view in Go. The starting point for the common usecase is a voucher originate in the external system, and can be sent to Go for further handling and posting. The vouchers can be sent to Go with complete accounting information, and an image/pdf should be sent with the voucher in order for the user in Go to view the documentation of the voucher.

The service include an endpoint for triggering the approvol workflow in Go. The voucher will then be sent automatically to a user in Go, in line with the approval setup on the client at the time of the request.

In general, this service is not meant for reporting purposes. GET endpoints are included, but will only produse responses for vouchers your integration have created with this endpoint, and/or vouchers sent to your integration for approval. In terms of the latter, this service also relate to the voucher approval endpoints and voucher approval workflow usecases. When integrated with the approval workflow, the journal entry vouchers GET endpoints are used to retreive the vouchers sent to your integration for approval.

Endpoint

Descriptions

Send a voucher to the journal entry in Go:

  1. Check that all entities referenced on the voucher exist in Go (supplier, general ledger accounts, dimension etc.), and if needed create or update the entities

  2. Transfer the voucher to Go, and store the id returned

  3. Use the id to send pdf's or image files as pages connected to the voucher

  4. Optionally: Use the Id to trigger the approval workflow set on the client

Prerequisites

  • Access to the JournalEntryVouchers access privelige

  • The client need an active subscription of an accounting module of PowerOffice Go

Related workflows:

Dictionary/Terminology:

  • EHF access point: Standardized infrastructure for the sending and receival of electronic invoices and other commercial documents, using the electronic format EHF

  • Approval workflow: Go support setting up an approval workflow, letting clients set rules determining which user(s) should approve various voucher types, and how many "layers" of approval that is needed under different terms.