This guide provides a step-by-step process for creating a recurring voucher record in LawAccounting/CaseQube, making it essential for users looking to streamline their financial operations. By following these instructions, users can automate voucher generation, saving time and reducing errors. The guide also clarifies key settings, such as frequency and active status, ensuring users can customize their recurring vouchers effectively. Overall, it enhances efficiency in managing financial transactions.
1. Step 1:
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Vouchers
- Click the App Launcher (nine dot icon)
- Type Vouchers in the search bar
- Open Voucher Screen
- Click the New button to launch Voucher Screen
/>
2. Step 2: Create & Save Your Voucher
- Fill in Voucher Header and Lines
- Click Save as Recurring Record
/>
3. ### Step 3: Understanding the Recurring VOucher Settings Screen
-
Type: Automatically populates as Voucher. This indicates the recurring transaction will generate vouchers.
-
Template: Automatically populates with the selected voucher template. This template controls the vendor, matter, accounts, and amounts used for each recurring voucher.
-
Frequency: Select how often the voucher should be created. Options include:
-
None
-
Weekly
-
Bi-Weekly
-
Monthly
-
Bi-Monthly
-
Yearly
-
-
Is Active: Automatically selected (checked) by default. When checked, the system will generate vouchers according to the selected frequency. If unchecked, the recurring schedule is paused.
-
Start Date: Choose the date the recurring voucher should begin. The first voucher will be created based on this date and the selected frequency.
-
End Date: Choose the date the recurring voucher should stop. After this date, no additional vouchers will be created.
/>