Update Voucher Types of Debtor Transactions in the Transactions and Due Invoices Subgrid

Use the Debtor List submodule to update the voucher types of transactions in the Transactions and Due Invoices subgrid.

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

To update the voucher type of a transaction in the Transactions and Due Invoices Subgrid:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the debtor transaction whose voucher type you want to update.
3. In the left pane of the Finance & Administration screen, click Debtors > Debtor list.
4. Click the List tab and highlight the debtor with the transaction whose voucher type you want to update.
5. On the grid toolbar, click Show/hide subgrid .
6. In the Transactions and Due Invoices subgrid, click the Debtor Transactions tab.
7. Highlight the transaction with the voucher type that you want to update.
8. Double-click on the corresponding Voucher Type field and select the new voucher type that you want to use from the drop-down menu.