This guide provides a step-by-step process for editing a voucher, ensuring users can efficiently manage and update financial records. By following these clear instructions, users can easily navigate the system to make necessary changes, enhancing accuracy and accountability in financial transactions. It's an essential resource for anyone looking to streamline their voucher management process.
1. Step 1:
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Log In
- Access LawAccounting/CaseQube using your secured credentials.
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Navigate to Revenue Managment
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Click the App Launcher (nine-dot icon).
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Type Revenue Management in the search bar..
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Choose the Billings Tab
- Click on the Billing you want to edit
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Click Edit w/ Lines
- Click on the Edit w/ Lines to open screen
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2. Edit Voucher Screen
You can adjust any fields on this screen
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Matter: Search and select the matter associated with the voucher
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Payee: Search and select the party you are paying
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Issue Date: Select the voucher issue date using the calendar icon
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Vendor Invoice Details: Enter the vendor’s invoice number or identifying details
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Opportunity: (Optional) Search and select an associated opportunity
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Voucher Terms Name: Select the applicable voucher payment terms
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Total: Automatically calculates and displays the total voucher amount
Expense Line item details:
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Expense GL Account: Search and select the appropriate general ledger account
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Expense Type: Search and select the expense type
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Date: Select the expense date using the calendar icon
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Unit Cost: Enter the cost per unit
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Quantity: Enter the quantity of units
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Comment: Enter any notes or descriptions related to the expense
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Line Total: Automatically calculates based on unit cost and quantity
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