Configure the basic settings of your voucher worklist here, from where all vouchers are posted.
Settings
Access the form via Organization > Master data > Accounting: Set up voucher worklist or via Finance > Voucher worklist: Settings.
...
You can use the checkboxes (3) to select the sources from which documents are automatically imported into the document worklist. If, in the case of incoming invoices, you only want documents to be displayed in the document worklist that have already passed through all release stages, check all three boxes (4).
This setting is user-specific and personal; the company-wide setting from the invoice receipt book is displayed for information purposes (5).
The automatic rules (6) are explained in detail below.
...
The number of a rule determines the priority with which it is applied.
Every rule needs a name.
A color code can help to visually highlight rules that need to be checked more closely.
Set new rules to orange first and then to green or yellow after a successful test phase.A rule can be activated or deactivated.
The rules are processed according to their number from top to bottom. This means that the rule wizard searches through the rules until it finds one whose conditions match the document in question.
The search is then aborted for the "Ending rule" rule behavior. You can use ongoing rules to create rules in order to "pre-sort" the documents to a certain extent. These rules keep the rule wizard running.Specify whether only one or all conditions must apply. You should only use the less selective or conditions very deliberately.
Select New entry to formulate a condition.
Selection aids help you to enter the condition (or the action below).
You can use the +/- signs to add or remove conditions.
Similarly, specify which actions should be executed if the conditions apply.
Then save your entry.
...
It is advisable to place the permeable rules at the top of the list of booking rules to ensure that they are applied. Otherwise, a document may be assigned to an account and the rule wizard exited before the responsibility rule has been reached.