View Creditor Voucher Details

Depending on your role in WorkBook, you can view the voucher details for each creditor in the Creditor List submodule. These include the voucher type, voucher date, invoice number, due date, currency, amount, remaining amount, and cost code. You can also display the creditor invoice cards.

To use the Creditor List submodule, you must have access to Finance & Administration as defined in the Employee Cross-company Access submodule under Settings.

To view creditor voucher details:

1. On the main toolbar, click Finance & Administration .
2. Use the drop-down list above the left pane of the Finance & Administration screen to select the company that contains the creditor whose voucher details you want to view.
3. In the left pane of the Finance & Administration screen, click Creditors > Creditor List.
4. In the grid, click the List tab.
5. Select a creditor or use the arrows on the grid toolbar to browse through the list of creditors.
6. On the grid toolbar, click Show/Hide Subgrid .
   WorkBook displays the voucher details for the selected creditor in the subgrid.
7. To display a creditor invoice card for a voucher, click Voucher Card in the Voucher No. column in the subgrid.