Voucher Screen Setup

Updated March 26, 2026

This guide provides a step-by-step approach to setting up the Voucher Screen in LawAccounting/CaseQube, making it essential for administrators looking to customize their billing entry screens. It details how to navigate the interface, add or remove fields, and manage field sets effectively. By following this guide, users can enhance their workflow and ensure that the voucher entry process meets their specific needs, ultimately improving efficiency and accuracy in financial management.


1. ### Step 1: Initiate Voucher Set Up Screen

  1. Log In
    • Access LawAccounting/CaseQube using your secured credentials.
  2. Navigate to Vouchers
    • Using the App launcher (nine-dot icon), open the Vouchers app
  3. Open the Vocuher List View
    • Click the Gear Icon in the upper right hand corner
  4. Initiate the Set Up Screen
    • Click the Set Up button to begin the process

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2. Step 2: Navigate to Vocuher Entry Screen Field Sets (Payable Entry Screen)

  • Click Object Manager

  • Type Vocuher in the Quick Find Search Bar

  • Select Vocuher from the results

  • Click Field Sets

  • Search for and click Payable Entry Screen Field Sets

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3. Step 3: Understanding the Voucher Setup Screen

Field Header

  • Displays all available fields that can be added to the Voucher entry screen.

  • Allows administrators to choose which field sets are included in the layout.

In the Field Set

  • Displays the list of fields currently shown on the voucher entry screen.

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4. Step 4: Adding and Removing A Field

Add a Field

  • Drag a field set from the Field (header)
    (for example, Due Date)

  • Drop it into In the Field Set to add it to the billing entry screen.

Remove a Field

  • Drag a field set from In the Field Set

  • Drop it back into the Field Headers to remove it from the entry screen.

Key Notes

  • Changes take effect immediately after saving.

  • The order of field sets can be adjusted by dragging within In the Field Set.

  • Only users with appropriate admin permissions can make these changes.

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5. Step 5: Navigate to Voucher Line Field Sets (reference step 2)

  • Type Voucher Line in the Quick Find Search Bar in Object Manager

  • Select Voucher Line from the results

  • Click Field Sets

  • Search for and click Payable Entry Screen Field Sets

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6. Step 6: Adding or Remove Fields from Voucher Line (reference step 3)

Add a Field

  • Drag a field set from the options list
    (for example, type)

  • Drop it into In the Field Set to add it to the voucher entry screen.

Remove a Field

  • Drag a field set from In the Field Set

  • Drop it back into the options list to remove it from the entry screen.

Key Notes

  • Changes take effect immediately after saving.

  • The order of field sets can be adjusted by dragging within In the Field Set.

  • Only users with appropriate admin permissions can make these changes.

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