This guide provides a step-by-step process for managing vouchers, specifically focusing on applying credit memos and making payments. It simplifies the workflow, ensuring users can efficiently navigate the system to edit or delete vouchers as needed. By following these instructions, users can enhance their financial management skills and streamline their operations, making it a valuable resource for anyone involved in voucher processing.
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 look at
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2. Step 2: Understanding the Voucher Actions & Buttons
- AP Credit Memo Applied: Apply an available AP credit memo to the voucher to reduce the balance due
- Pay: Apply a payment to the voucher
- Edit: Open the voucher to make changes to the header information
- Edit w/ Lines: Open the voucher to edit both header information and line-item details
- Delete Voucher: Permanently remove the voucher from the system
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