Use the Creditor Invoice Approval submodule to create a copy of or reverse creditor invoice vouchers.
To use the Creditor Invoice Approval submodule, you must have access to
Tasks as defined in the User Access Rights submodule under
Settings.
To copy or reverse a creditor invoice voucher:
-
On the main toolbar, click
Tasks
.
-
In the left pane of the Tasks screen, click
.
-
Highlight the creditor invoice whose voucher you want to create a copy of or reverse.
-
On the grid toolbar, click
Create copy / reverse voucher
.
-
In the Create Copy / Reverse Voucher dialog box, select the applicable action 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.
-
If you want to attach the original voucher attachment to the reversal voucher, select
Copy original voucher file to new file.
-
If you want to use the current date as the posting date for the reversal voucher, select
Use today’s date as posting date.
-
Click
OK.