Please make sure that you are certain a historical voucher is the right fit for what you are trying to accomplish. If not confirm with your CSM. You cannot unpost or delete historical vouchers if they have been imported.
Historical Vouchers are used at the time of migration when there is a balance in the General Ledger in Accounts Payable and a user needs to be able to pay vouchers after the migration date.
- To create a historical voucher, click Historical Voucher from the Vendor page.
- The Historical Voucher page looks almost identical to the Create Voucher page except that the Historical Voucher page has Historical=Yes as shown below.
- Fill out the Historical Voucher as you would a normal voucher.
Historical Vouchers will only post to the assigned Accounts Payable account, regardless of what expense account is used. Both the debit and credit will hit the Accounts Payable account. When there is a migrated Accounts Payable balance, you have to assign the balance to a vendor using a historical voucher so the balance can then be paid.