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Copy, Edit, or Delete a Voucher

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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.
new bucket

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.

  1. Navigate to the Vouchers page and click Create in the left-side menu.
  2. Enter the vendor name in the Choose Vendor field and select the vendor from the drop-down list. 
    select vendor from drop down list

  3. Click [copy] from the list of Recent Vouchers.
    select copy

  4. Enter the voucher date and make any necessary changes, and then click Save.enter voucher date

Edit a Voucher

If the voucher has been paid, the fund cannot be edited on the voucher record. Instead, it can be changed on the check using the Change Fund button. Changing the fund on the check will update it on the voucher.

  • For the Change Fund process to work, the following must apply:
    • The voucher must be an AP voucher that pays a bill, not a grant or scholarship voucher.
    • The check must be paying one voucher.
    • The voucher cannot be multi-fund.
  1. Navigate to the Vouchers page.
  2. Click the applicable Voucher bucket.voucher buckets

  3. Click the Voucher ID.click appropriate voucher bucket

  4. Click Edit in the left-side menu.
  5. Make any necessary changes, and then click Save.
    save edits made

Edit a Voucher Address

  1. Navigate to the voucher to be edited. 
  2. Click [edit] in the Address field.
    edit address field

  3. 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. 
      address location

Change the Vendor

  1. Navigate to the voucher to be edited.
  2. Click Change Vendor in the left-side menu.
  3. Enter the name of the new vendor in the New Vendor field and select the vendor from the drop-down list.
    vendor name

Delete a Voucher

A voucher must be in a New status in order to be deleted. 
  1. Navigate to the Vouchers page.
  2. Click the New bucket.click new voucher bucket 

  3. Click the Voucher ID.click voucher ID

  4. Click Delete in the left-side menu.
  5. Click [Yes].
    click Yes to confirm
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