Move a Voucher Between Jobs

Depending on your role in WorkBook, you can move vouchers between jobs. This is useful in cases where a cost went to the wrong job. You can only move vouchers with a status of 60 - Booked and you cannot move a voucher if it is linked to a purchase order on the selected job.

To move a job voucher between jobs:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar in Jobs, click Costs
  3. In the Costs submodule, click the Purchases tab, and then click Move job voucher on the grid toolbar.
    WorkBook displays the vouchers that you are allowed to move in the Move Job Voucher dialog box.
  4. Select the voucher that you want to move and specify the client and/or job that you want to move it to.
  5. If required, link the voucher to a purchase order under the new job or client and/or change the posting date.
  6. Click OK.