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
Find vendor	At the top of the Voucher Review form, enter a partial or complete name or number in the Find vendor lookup field to find and select an existing vendor that you want to view or edit. If more than one record is returned, the () Active Only toggle appears in the default Off position. To filter the search results to return only active records, click the Active Only toggle to the On position (). Vantagepoint returns only active records in the drop-down list. The Active Only toggle setting will be preserved across sessions until you change the setting again. Your current record selection will be preserved even if you switch from one hub to another. For example, if you are working in the Project hub and then switch from that hub to another, when you return to the Projects hub, your current project record selection is still available. For information about creating and using searches, see the Search Vantagepoint help topics.
Saved Search List	To filter the list of vendors, select one of the following search types: Quick Find: Use this field to locate a specific search or group of searches in a long list of searches. Enter one or more characters in this field and then pause to allow time for the results set to refresh. The records returned for the search are listed in the Records Selection pane. Selection: If available, this ad hoc search displays in the Saved Search control and also in the Saved Searches list. This type of search is based on an existing search in the Saved Searches list and, typically, comprises a portion of all the available hub or application records that were included in the saved search. Use this type of search to quickly view a specific subset of records for a standard search. Only one ad hoc Selection is available at any given time and will remain unchanged until you either update it or create an ad hoc search. For more information, see Select Hub Records for an Ad Hoc Search and Edit an Ad Hoc Search Selection. 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 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 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.