To modify an existing voucher in Vision, open a new AP Voucher file. Indicate in the file name that it is a modifying entry. Example: Modify FedEx Voucher.
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When the file opens, enter the vendor name, invoice date and invoice number. These must match the existing AP voucher exactly. When they do match, you’ll see this pop-up message:
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If you don’t see the pop-up message the voucher won’t be modified. Re-enter the invoice date and invoice number.
Click Yes. Then, make the necessary changes. Check the control totals and post the modified voucher.
This procedure is primarily for imported data. AP vouchers that have not been created in Vision can’t be reversed and corrected by the normal, AP Reversal method.
Have a tip or trick that you would like to share? Leave me a comment below and I’ll make sure it gets posted the Tips & Tricks section of our blog site!
About the Author
Nedra Roberson, Vision Consultant/Trainer
Nedra Roberson joined the BCS ProSoft team in January of 2012. She has been a Vision consultant/trainer since April 2004 providing training for clients using Advantage and Vision software. She has been responsible for the successful training and implementation for firms ranging in size from as few as 15 persons to 350 persons. Prior to this, she worked as the finance manager for a civil engineering/architecture firm. In January of 2003, this firm was one of the first, nationwide, to go live with Vision.
Nedra has been married to Dave for 37 years. They have two sons, both served with the U. S. Marine Corps in Afghanistan, Pakistan, Somalia and Iraq. Four year old granddaughter, Taylor, brings new meaning to “staying busy”!
