Get the free Creating an Interim Voucher

Concur Government Edition (CGE) Job Aid: Creating an Interim Voucher Purpose: To provide a stepsister guide to creating an interim and final Voucher while on long term travel. Audience: Travelers

How to fill out creating an interim voucher

Steps to fill out creating an interim voucher:

1. Gather all necessary information: Before starting the process, make sure you have all the required information on hand. This includes the date, purpose of the voucher, details of the expenses, and any supporting documents.
2. Fill in the header section: Begin by filling out the header section of the interim voucher. This typically includes details such as your name, department, contact information, and the date the voucher is being created.
3. Indicate the purpose of the voucher: Clearly state the purpose of the interim voucher. This could be for reimbursement of expenses incurred during a business trip, for petty cash replenishment, or any other relevant purpose.
4. Provide explanation and details of expenses: Itemize all the expenses for which reimbursement is being sought. Start by providing a brief explanation of each expense, followed by the amount spent. Include details such as the date, location, and the nature of the expense.
5. Attach supporting documents: If there are any supporting documents such as receipts, invoices, or travel itineraries, make sure to attach them to the interim voucher. These documents serve as evidence for the expenses claimed and help in the verification process.
6. Calculate the total amount: Add up all the expenses and calculate the total amount being claimed. Include this total amount in the designated section of the voucher.
7. Obtain necessary approvals: Depending on your organization's policies, you may need to obtain approvals from supervisors or higher authorities before submitting the voucher. Follow the proper channels and seek appropriate signatures as required.
8. Review and double-check: Before finalizing the voucher, take a moment to review all the information provided. Ensure accuracy in the details, calculations, and attachments. Any errors or discrepancies should be rectified before submission.
9. Submit the voucher: Once you have filled out the interim voucher completely and obtained the necessary approvals, submit it to the designated department or individual responsible for processing reimbursements. Follow any specific submission procedures or deadlines in place.

Who needs creating an interim voucher?

An interim voucher may be required by employees or individuals who incur business-related expenses and seek reimbursement from their organization. This could include employees who travel frequently for work, individuals responsible for managing petty cash, or anyone authorized to make purchases on behalf of the organization. The creation of an interim voucher ensures proper tracking and reimbursement of these expenses, ensuring transparency and accountability within the organization.

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What is creating an interim voucher?

Creating an interim voucher is the process of generating a temporary voucher for financial transactions before a permanent voucher is created.

Who is required to file creating an interim voucher?

Individuals or businesses who need to document financial transactions before a permanent voucher is created are required to file creating an interim voucher.

How to fill out creating an interim voucher?

To fill out creating an interim voucher, one must include all necessary transaction details, such as date, amount, description, and any supporting documentation.

What is the purpose of creating an interim voucher?

The purpose of creating an interim voucher is to record and track financial transactions that occur before a permanent voucher is created. It helps in maintaining accurate financial records.

What information must be reported on creating an interim voucher?

Information such as date, amount, description, and supporting documentation for each financial transaction must be reported on creating an interim voucher.