Modify Voucher Types of Debtor Transactions

Use the Transactions tab under the Debtor List submodule to modify the voucher type of debtor transactions.

To use Debtor List in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To modify the voucher type of a debtor transaction:

1. On the main toolbar, click Finance & Administration
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company for which you want to modify voucher types of debtor transactions.
3. In the left pane of the Finance & Administration page, click Debtors > Debtor List.
4. Click the List tab and highlight the debtor with the transaction voucher type that you want to modify.
5. Click the Transactions tab.
6. Highlight the transaction with the voucher type that you want to modify and double-click on the voucher type.
7. Use the drop-down list to select the applicable voucher type.