To use Maker & Checker Process in RealBooks, follow the steps given below:
- Open your RealBooks account
- Navigate to Masters > Accounts > Approval Workflow > Create
- Input the required details including the approver hierarchy
- Click on save
- Navigate to Transactions > Accounts > Vouchers
- Input the required details
- Tag the bill reference
- Click on Create
- Input the required details
- Click on Submit
- To check the approval status, navigate to Reports > accounts > daily reports > daybook
- Set the date range and click on ‘search’
- Click on the voucher and press ‘Approval history’
- Red color denotes unapproved status
- The approver can now, click on the voucher approval, add any comments if necessary and click on approve
- To view approval report, navigate to reports > accounts > documents & taxes > approval summary
- Set the date range and click on search and check the status of the approval
- Click on export
- After every approver has approved the voucher, navigate to Reports > accounts > daily reports > daybook
- Set the date range and click on ‘search’
- Click on the voucher and press ‘Approval history’
- Green color denotes fully approved status
- Now you can go ahead and print or download the cheque
