Copy a Voucher

Depending on your role in WorkBook, you can copy vouchers using the Creditor Invoices submodule. This is useful in cases when an error is discovered in the uneditable fields of a voucher and it is necessary to create a copy of that voucher with the correct information,

To copy a voucher:

1. On the main toolbar, click Finance & Administration .
2. In the left pane of the Finance & Administration screen, click Creditors > Creditor invoices.
3. In the top grid of the Creditor Invoices submodule, select the voucher that you want to copy and click Create copy / reverse voucher on the grid toolbar.
4. In the Create Copy / Reverse Voucher dialog box, select Copy voucher and enter new invoice and voucher numbers.

   If WorkBook is configured to automatically select a new voucher number using System Variable 1099, you cannot edit the value in the New voucher no. field.

5. If you want to attach the original voucher attachment to the reversal voucher, select Copy original voucher file to new file.
6. If you want to use the current date as the posting date for the copy, select Use today’s date as posting date.
7. Click OK.