Processing a Check Request in AP Manager

Check Requests initiated by the front office (secretaries, paralegals, etc.) appear in the Open Check Requests list in the AP Monitor Screen.

To process an open Check Request:

1. Find the AP Monitor on the Accounts Payable Manager screen.

2. Double click on the Open Check Request, then do one of the following:

• Click on “Create Voucher” so that a voucher will be placed in AP for payment.

• Click on “Quick Check.”

3. Click on “Flag as Complete.”  This will flag the Check Request as complete and will not allow any changes to be made to it in Orion Desktop.

Note:  If you do not flag the Check Request as complete, it will remain available in Orion Desktop providing the possibility for the original entry person to make changes to the request and also allowing for the possibility of another voucher being created in error.

4. To print the Check Request Form, click on Print Form.