Header Fields for the Voucher Review Form

The fields and options in the header area of the form above the tabs are always available, regardless of the currently selected tab.

Contents

Field	Description
Search	Use the search field above the client name to search for and select the vendor that you want to review or edit. To refine the results set, click the search filter drop-down arrow and select a standard or custom search: Active: Display a list of active firms. Active Clients: Display a list of active firms designated as clients. Active Vendors: Displays a list of active firms designated as vendors. All: Display a list of all firms (both active and inactive). Clients with Outstanding AR: Display a list of client firms for which an outstanding accounts receivable balance exists. My Active: Display a list of firms that have a status of active and for which you are a member of the team or the owner. + New Search: Select this link to create a new search for firms. Use both basic and advanced search features on the New Search dialog box to refine search criteria. For information about creating and using searches, see the Search Vantagepoint help topics.
x of x	Use these arrow icons to scroll through the records in the search results and display a different record to display on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
<Client Name>	This field displays the vendor name and number of the selected record for which you are reviewing vouchers.

Actions Bar

Field	Description
Print Report	Select this action to open the Reporting dialog box and generate a Voucher Ledger report or another report.