Voucher Management allows providers to manage voucher delegation through the Job Ready system, providing access to our standard expense facilities. Creating and managing vouchers in Job Ready also offers security and an all in one system to manage expenses.
Configuration
Ensure all of the correct configuration is managed in the admin settings.
Configuration required includes:
- User Permissions
- Supplier
- Voucher Type
- Expense Type
For Further details regarding configuration view this article - Voucher Expense Configuration
Create Site Float
Create a Site float via 'Add New' and 'Site Float':
Site Float Modal
Enter the correct data against the 'New Site Float' modal:
For vouchers to be allocated against Job Seekers, the Site Floats site needs to match the Job Seekers Site. If you would like to add the same voucher type across multiple sites, you will need to create separate site floats.
Create Vouchers
Create a Voucher at the site by entering either a URL and barcode or just a barcode (depending on whether a digital gift card type was selected.
Receive at Site
When you are ready to use a voucher against a record, select receive:
Create Voucher Expense Against Job Seeker
Against the Job Seeker record, select 'Add Voucher Expense' and then enter the relevant barcode:
Create Expense
After applying the barcode, the Voucher expense modal will appear and pre-fill the expense details. The user will then need to enter the justification, date of service/purchase and approver.
If you have any further questions please reach out to the Job Ready Support Team.