Transaction Processing › Transaction Entries › Create Voucher Headers

Create Voucher Headers

You must create voucher headers to enter transactions. Voucher headers are used to categorize transactions based on resource types. For example, you can create individual voucher headers for labor and for equipment.

To create a voucher header

1. Select Transaction Entry from the Financial Management menu.

   The Transaction Entry page appears.

2. Click New.

   The Entry page appears

3. Enter the following information in the General section to create a voucher header:

   Entry Type

   Indicates the voucher type:

   • Voucher Other. Create transactions for labor, equipment, or material resource types.
   • Voucher Expense. Create transactions for expense resource types.

   Entry Number

   Defines a number that is used to track and process the transaction.

   Limits: Up to 30 characters

   P.O. Number

   Defines the purchase order number associated with the transaction.

   Vendor

   Provides the vendor code of the company or resource that provided the product or service. For expenses, click the Browse icon to select a vendor code. The vendor is required for voucher expenses if no resource is selected in the Incurred By field.

   Incurred By

   Indicates the resource who incurred the expense. For expenses, click the Browse icon to select the resource. The incurred by resource is required for voucher expenses if no vendor is selected.

4. Save or submit to create the voucher header.
5. Create a transaction for the selected voucher header.
6. When all transactions are entered, post them to WIP.

More information:

Create New Transactions Entries

Edit Transaction Details

Post Transactions to Work-in Progress