Vouchers Overview¶

Summary¶

The Vouchers page lets you review all voucher records, check their status, and open individual vouchers for more detail or editing. Use this section to track non-invoice financial entries and confirm which vouchers are active, disabled, or deleted.

When to use this page¶

Review all voucher records in one place
Find a voucher by vendor, reference, or date
Open a voucher for details or updates
Check voucher status before reconciliation

How to access this page¶

From the sidebar, go to Trade Management → Vouchers.
The list page shows vouchers grouped by Active, Disabled, and Deleted.
Select a record to open the voucher detail page.

Page sections¶

Voucher List¶

The main list displays each voucher record on a single page.

Key columns include:

SKU — Internal reference for the voucher
Vendor — Linked vendor name and code
Voucher Date — Date the voucher was created or recorded
Voucher Number — Unique number for the voucher
Reference — Description or note for the voucher
Payable — Amount due on the voucher
Paid Amount — Amount already paid
Items Count — Number of items included in the voucher
Paid By — Employee who processed the payment
Created By — User who created the voucher

Search and filters¶

Use the search field to find vouchers by vendor, number, or reference.
Use the Active / Disabled / Deleted tabs to filter records by status.
Use the Filters button to narrow results by additional values.

Best practices¶

Use clear references so finance staff can find vouchers quickly.
Check the voucher status before editing, as some may become read-only.
If a voucher is missing, confirm it was saved in the correct module.

Add Voucher — Record a new voucher entry
Voucher Detail — Review or update voucher information
Banks Overview — Manage bank accounts and transactions
Payments Overview — Track payment records and statuses