Editing a Voucher Record¶
The two fields that can be edited in the Vouchers snap-in are Status and Notes.
- Click the Vouchers snap-in in any open vouchers session.
- Navigate to the record row for the voucher you would like to edit.
If desired, make a selection from the Status drop-down list. Additionally, you may add free-text notes to the Notes field.
- If you have more than one voucher to edit (i.e., a large number of checks to reconcile), you may find it easier to click on the Edit Multiple Records button.
- After vouchers have cleared your organization's financial institution, you can set the Status field to Reconciled. After saving, the reconciled record row is removed from the Vouchers snap-in.
Save the Session. (Click Save button or