Transaction Processing › Create Voucher Headers

Create Voucher Headers

Follow these steps:

1. Open Home, and from Financial Management, click Transaction Entry.

   The transaction entry page appears.

2. Click New.

   The entry page appears.

3. Complete the following fields in the General section to create a voucher header:

   Entry Type

   Defines the voucher type:

   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

   Defines the vendor code of the company or resource that provided the product or service. The vendor code is required for voucher expenses if no resource is selected in the Incurred By field.

   Incurred By

   Defines the resource that incurred the expense. The incurred by resource is required for voucher expenses if no vendor is selected.

4. Click Save to create the voucher header and continue to create the transaction.

More information:

How to Manage Transactions

Create Transactions Entries

Post Transactions to Work-in Progress