Search for a Voucher

Sort a List | Filter a List | Receiving Overview

Basic

There are a couple ways of searching for a receiving voucher:

- Locate the voucher in the vendor's history or an items history.

- Search directly in your receiving history as described below

To search for a receipt in sales history:

1. Open your receiving history.

2. Begin typing keywords in the Search field above the list.

- If you know the voucher number or vendor's invoice number, enter it. This is usually the fastest way to find a voucher.

- You can also search by vendor name, associate that made the voucher, or any other voucher keyword. The more unique the search keyword, the fewer search results will be returned.

- To search by the date the voucher was made, enter the date in mm/dd or mm/dd/yyyy format, including the slashes.

- (Pro) If recorded on the voucher, you can search by item serial number.

- As you type, the list is instantly filtered to display only matching vouchers. Note how the filter button now indicates the list is showing Search Results and the number of records found is shown at the bottom of the list. In this case, typing "renee" returned 11 vouchers made by Renee (not all shown).

3. If no results are found, use the backspace key on your keyboard to go back and re-enter new characters.

4. Select the voucher you wish to work with and then click Show Details or choose an appropriate task from the I Want To menu.

Note:

- To search for a voucher currently on hold, you must first display the held voucher list.

Related Topics

Edit a voucher

Enter Vendor Billing Information

Reverse and correct a voucher