You can use voucher templates to streamline the process of entering invoices for recurring expenses, such as interest expense or telephone expense. You can use voucher templates with general journals or accounts payable invoice journals. You can create multiple voucher templates.
Enter and
save a voucher template
When you save a voucher template, you must specify how the template will be used when creating new voucher amounts. You can select whether to use the original voucher total and line amounts or the percentage of the original voucher total that is represented by each voucher line.
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Click > >
–or–
> > > .
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Select a journal and click .
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Enter information for a voucher.
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Click > .
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In the form, select a template type.
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– Use this template type if the total amount of the expense varies from period to period, such as a telephone expense that is allocated to several different departments. When you use the template, you can enter the amount of the new transaction. The offset amounts are distributed to the lines according to the percentage of the original voucher total that is represented by each voucher line.
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– Use this template type if the total amount of the expense is the same from period to period, such as a fixed interest rate expense on a long-term note.
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Click OK.
Select a
voucher template
When you create a new voucher based on a percent type voucher template, the percentage that was calculated for each line in the template is applied to the value entered in the form to determine the amounts for the new voucher lines.
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Click > >
–or–
> > > .
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Select a journal and click .
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Click > .
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In the upper pane of the form, select a voucher template. Information about the template is displayed in the lower pane.
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Click OK.
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If the voucher template type is , the form is displayed. Enter the amount of the new voucher and click OK. You must enter an amount greater than zero.
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In the form, you can make changes to the voucher, as needed.
