SmartFusion Modules > Accounts Payable > Process > Enter/Edit Voucher Template 

Recent Changes:  
6.193 - Added "template ID" to the enter edit voucher template screen.; Added a column on the three-pane selection section for "template ID" as a  first column on the list section.  

6.155 - Added "Terms of payment" on the Voucher Detail tab  

6.106 - Fixed an issue where all created vouchers had their details set , for 1099, based on the value of the current selected voucher template. Only occurs when clicking “Create Vouchers for All Displayed Items”

6.101 - Fixed an issue where selecting the header sort options would change the field displayed in the combo box

6.77 - Added warnings for when a mismatch exists for the 1099 designation between the vendor and the invoice

Introduction

Use this option to store recurring voucher information in a template form and to create new vouchers based on the template. Templates can be created in two ways:
1) Using the Memorize Voucher link located on the Enter/Edit and Inquire Voucher screen
2) New templates can also be keyed directly into this screen.

Info Tab

Name

Cycle - identifies how often the template will be used

Created by - user name that created the voucher template

Remaining transactions - number of times the voucher template is expected to be used (9999 max)

Never expires - select to allow remaining transactions to be limitless

Next due date - next date that the voucher is due to be paid

End date - last date the voucher is to be paid

Creation date - date that the template was created

Public - allows the template to be seen by other users

Template id - voucher template id

Create Voucher for Selected Item - create a new voucher based on the template that is being viewed

Create Vouchers for all Displayed Items - create a new voucher for all of the existing templates

Voucher Detail Tab

Vendor number/name

1099 Invoice - will warn user if it does not correspond to whether the vendor is a 1099 vendor or not.

Use tax

Check sort

Pay group

Invoice number/description

Terms of payment

Invoice amount

Invoice details

  • Fund Ledger Account
  • Description
  • Use Tax
  • Amount
  • Project Job