Once a voucher has been created, it can be copied, edited, or deleted. Depending on their status, vouchers are organized into five buckets: New, Approval, Posted, Paid, and Canceled.
Copy a Voucher
Vouchers can be copied after at least one voucher has been created for the vendor. The copy voucher functionality only applies to single fund vouchers and should be done before filling out the create voucher form.
- Navigate to the Vouchers page and click Create in the left-side menu.
- Search for and select the vendor from the drop-down list.
- Click [copy] from the list of Recent Vouchers.
- Enter the voucher date and make any necessary changes, and then click Save.
Edit a Voucher
- Navigate to the Vouchers page and click the appropriate voucher bucket.
- Click the Voucher ID.
- Click Edit in the left-side menu.
- Click Save after edits have been made.
Edit a Voucher Address
- Navigate to the voucher you want to edit.
- Click [edit] in the Address field.
- Select the correct address from the Address drop-down menu, and then click Save.
- If the address is not in the drop-down, then edit the address in the profile.
- If the address is not in the drop-down, then edit the address in the profile.
Change the Vendor
- Navigate to the voucher you want to edit.
- Click Change Vendor in the left-side menu.
- In the New Vendor field, type the name of the new vendor and then select it from the drop-down list.
Delete a Voucher
A voucher must be in a New status in order to be deleted.- Navigate to the Vouchers page and click the New Voucher Bucket.
- Click the Voucher ID.
- Click Delete in the left-side menu.
- Click [Yes].
