Voucher-Specific Functions : Netvisor

You can open voucher-related functions by selecting Bookkeeping > Vouchers > open voucher > click the "Voucher-specific functions" button. The functions affect the entire voucher and are only available for saved vouchers in both browsing and editing modes.

Open in edit mode

Use this function when you want to edit the voucher information.

Open a saved voucher in browsing or editing mode.
Select "Voucher-specific functions".
Select "Open in edit mode" to edit the voucher information.
For more information on editing a voucher, see the help article "Voucher editing".

Attach eScan document

Use this function when you want to attach eScan documents as an attachment to the voucher.

Open a saved voucher.
Select "Voucher-specific functions".
Select "Attach eScan document".
Select the eScan document to be attached.
Make sure that the attachment name is a maximum of 100 characters long.

Print voucher

Use this function when you want to print the voucher.

Open a saved voucher.
Select "Voucher-specific functions".
Select "Print voucher" to print the voucher.

New voucher

Use this function when you want to start creating a new voucher.

Open any saved voucher.
Select "Voucher-specific functions".
Select "New voucher" to start creating a new voucher.

Copy voucher

Use this function when you want to copy a voucher as a new voucher with the same information as the original voucher.

Open the saved voucher you want to copy.
Select "Voucher-specific functions".
Select "Copy voucher".
The system copies the voucher as a new voucher with corresponding information to the original voucher.
The voucher change history records information about which voucher the copy was made from.
If the original voucher has accounting objects that have since been hidden, these accounting objects will also be brought to the new voucher.

Copy as mirror image

Use this function when you want to copy a voucher as a new voucher with opposite entries.

Open the saved voucher from which you want to make a mirror image copy.
Select "Voucher-specific functions".
Select "Copy as mirror image".
The system copies the voucher as a new voucher with opposite entries.
The change history records information about which voucher the mirror image copy was made from.
In the mirror image copy, the voucher is copied with corresponding information to the original voucher.
If the original voucher has accounting objects that have since been hidden, these accounting objects will also be brought to the new voucher.

Delete voucher

Use this function when you want to delete the voucher.

Open the saved voucher you want to delete.
Select "Voucher-specific functions".
Select "Delete voucher" to delete the voucher.

Invalidate voucher

Use this function when you want to invalidate the voucher so that it is no longer valid, but can still be retrieved from invalidated vouchers.

Open the saved voucher you want to invalidate.
Select "Voucher-specific functions".
Select "Invalidate voucher".
Note that an invalidated voucher can be retrieved later from invalidated vouchers.

Account tracking settings

Use this function when entries include accounts that have been set up with Internal account event tracking and the account is linked to a tracking object. In this case, you can add new tracking objects and allocate transactions.

Open a saved voucher that has entries to accounts with Internal account event tracking enabled and that are linked to a tracking object.
Select "Voucher-specific functions".
Select "Account tracking settings".
Add new tracking objects if needed.
Allocate transactions to the desired tracking objects.

Note that tracking objects can be selected and added directly on the voucher, but transaction allocation is only possible through the "Voucher-specific functions" menu.

Frequently asked questions

Question: When are "Voucher-specific functions" available?

Answer: The functions are only available for saved vouchers in both browsing and editing modes.

Question: How can I edit voucher information?

Answer: Open a saved voucher, select "Voucher-specific functions" and then "Open in edit mode".

Question: How do I attach an eScan document to a voucher?

Answer: On the voucher, select "Voucher-specific functions" > "Attach eScan document" and make sure that the attachment name is a maximum of 100 characters long.

Question: What is the difference between the "Delete voucher" and "Invalidate voucher" functions?

Answer: "Delete voucher" deletes the voucher, whereas "Invalidate voucher" invalidates the voucher, but it can still be retrieved later from invalidated vouchers.

Question: How can I copy a voucher as a mirror image?

Answer: Open the voucher, select "Voucher-specific functions" > "Copy as mirror image", after which the system creates a new voucher with opposite entries.

Question: How do I add or allocate tracking objects to voucher transactions?

Answer: On the voucher, select "Voucher-specific functions" > "Account tracking settings", where you can add tracking objects and allocate transactions. Transaction allocation is only possible through this menu.

Keywords

voucher, voucher editing, voucher-specific functions, eScan document, print voucher, new voucher, copy voucher, copy as mirror image, delete voucher, invalidate voucher, account tracking settings, internal account event tracking, tracking objects

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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