Edit Posted Vouchers

You can use the Voucher tab in Open Items to view and edit posted Vouchers.

You can change the information in the following fields:

• Payee Fields: You can change the data in any of the Payee fields.

  Note: The Grantee/Vendor information from the original Voucher will not change if you change the Payee.

• Due Date: You can enter a different date for the payment.

  Note: Changing the Due Date for a Grant payment does not change the Payment Plan for the Grant (in the Grantee and Grant Management module).

• Selected Amount: If you want to make a partial payment, enter the desired payment amount in this field. Refer to Setting up Split Payments for more information.
• Hold: Select or clear this checkbox to place the payable on or off hold for payment. Refer to Placing Single Payments On/Off Hold for more information.
• 1099 Invoice: Select or clear this checkbox to change the 1099 status for the payment. Selecting this checkbox adds the payment amount to the Vendor’s 1099 amount for the year.

You can create Debit Memos or Payment Items (hand checks), or Print Checks for the Open Item by clicking one of the buttons at the bottom of the Voucher tab.

Voucher Tab Buttons

Note: You can also access these options by right-clicking on the desired item in the Open Items Data Grid and selecting either Create Debit Memo, Create Payment Item, or Print Check.