This help covers editing a voucher in Netvisor.

You can open voucher editing by selecting Bookkeeping > Vouchers > Voucher browsing > select voucher.

Before editing a voucher, make sure you have the following rights:

  • edit rights to basic accounting functions from the accounting-specific rights
  • read or edit rights to basic reporting
  • read or edit rights to accounting report search criteria

Note that rights to basic reporting and report search criteria are required in order to retrieve the voucher for editing through the voucher listing.

To open a voucher for editing, proceed as follows:

  1. Open voucher browsing.
  2. Search for the desired voucher.
  3. Open the voucher.
  4. Select the "Voucher-specific functions" menu.
  5. Select "Open for editing".

Editing is only possible if the voucher is not on a locked VAT period or financial period. If the voucher is on a locked period, proceed as follows:

  1. Open financial period management.
  2. If necessary, make a VAT lock bypass or open the financial period.
  3. Return to the voucher and open it again in edit mode.

In Netvisor, an accounting voucher can be entered either on a gross or net basis. Proceed as follows:

  1. On the voucher, select the desired option, "Gross" or "Net", in the "VAT basis" field. (1)
  2. Save the voucher.

After saving, the voucher is always on a net basis regardless of the selection made during entry.

In edit mode, Automatic contra entry suggestion and VAT calculation are off by default. If you want the system to handle the calculations, proceed as follows:

  1. Open the voucher in edit mode.
  2. Activate Automatic contra entry suggestion.
  3. Activate VAT calculation. (2)

You can search for desired rows on the voucher using keywords. (3) Proceed as follows:

  1. Open the voucher in edit mode.
  2. Enter a keyword in the voucher row search field.
  3. Review the rows found in the search results.

The purpose of the search function is to make it easier to find entries on vouchers where the number of entries is large.

Note! If automatic calculation leaves an extra cent discrepancy in the VAT receivable or VAT debt section, proceed as follows:

  • Do not edit the cent discrepancy in the VAT receivable or VAT debt section.
  • Check that the Debit and Credit sides match each other.

In VAT calculation, any cent discrepancies are transferred to the rounding difference account during VAT calculation. A few cent discrepancies are not harmful but are due to normal calculation.

If there are many entries on the voucher, the entries are divided into multiple pages. Proceed as follows:

  1. Open the voucher in edit mode.
  2. Move from one page to another using the arrow selection at the top of the voucher.

Editing a net-based voucher on a gross basis

If you want to edit an already saved voucher on a gross basis, proceed as follows:

  1. Open the voucher in edit mode.
  2. Select "Gross" in the "VAT basis" field.

If you have already edited the figures before changing the basis, the system will ask whether the modified figures are given as gross or net amounts. In that case, proceed as follows:

  1. Select whether the modified amounts are given as gross or net amounts.
  2. Confirm the selection, after which the system will make the necessary changes based on your choice.

Note! If there is slowness in the voucher edit mode, this may be due to a password manager application functioning as a browser add-on, for example the Keeper application on Microsoft Edge. In such a situation, proceed as follows:

  1. Open the browser settings.
  2. Disable the password manager application for the duration of voucher editing.
  3. Save the settings and continue editing the voucher.

Frequently asked questions

Question: What rights do I need to edit a voucher in Netvisor?

Answer: You need edit rights to basic accounting functions and read or edit rights to basic reporting and accounting report search criteria in order to retrieve and edit vouchers through the voucher listing.

Question: Why can’t I open a voucher in edit mode?

Answer: You cannot open a voucher in edit mode if the voucher is on a locked VAT period or financial period. In that case, make a VAT lock bypass or open the financial period in financial period management and then open the voucher again in edit mode.

Question: What should I do if automatic calculation leaves a cent discrepancy in the VAT receivable or VAT debt section?

Answer: Do not edit the cent discrepancy in the VAT receivable or VAT debt section, but check that the Debit and Credit sides match. Any cent discrepancies are transferred to the rounding difference account during VAT calculation, and discrepancies of a few cents are normal.

Question: Can I edit a net-based voucher on a gross basis?

Answer: You can edit a net-based voucher on a gross basis by selecting "Gross" in the "VAT basis" field in voucher edit mode. If you have already edited the figures, the system will ask whether the amounts are given as gross or net amounts and will make the changes based on your selection.

Question: How do I find the desired row on a voucher that has many entries?

Answer: Use the voucher row search field and enter a keyword to find the desired rows among large numbers of entries. In addition, you can move between multiple pages of divided entries using the arrow selection at the top of the voucher.

Question: What should I do if voucher editing is slow?

Answer: If edit mode is slow, the reason may be a password manager browser add-on, such as the Keeper application on Microsoft Edge. Disable the password manager in the browser settings for the duration of voucher editing and then continue editing.

Keywords

voucher editing, Netvisor, basic accounting functions, basic reporting, accounting report search criteria, through voucher listing, voucher edit mode, VAT period, financial period, financial period management, VAT basis, gross, net, Automatic contra entry suggestion, VAT calculation, voucher row search, Debit, Credit, VAT receivable, VAT debt, rounding difference account, entry pagination, arrow selection, net-based voucher, gross-based voucher, password manager, Keeper, Microsoft Edge

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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