9.2 Copying Existing Vouchers

Purpose:  Use this document as a reference for how to copy an existing voucher in ctcLink

Audience:  AP staff

Copied Vouchers are created with an Incomplete or Recycled status, and needs to be saved for further processing.  Recycled Vouchers are vouchers that were created through an automated process that have missing information and put in 'recycled' status.

Copying an Existing Voucher

Navigation:  NavBar > Navigator > Accounts Payable > Vouchers > Add/Update > Voucher Search

  1. The Voucher Search page displays.
  2. Enter the Business Unit.
  3. Enter or use the look up icon to select the specific Voucher ID you would like to copy. Option to use the other criteria search fields to copy.
  4. Select Search. 
Voucher Search page
  1. The Search Results displays below.
  2. Select the Copy Voucher icon.
search results

Note:  When you create a voucher copy, the following information is copied from the original voucher:

  • Invoice lines, distributions, taxes, and miscellaneous charges.
  • Payment terms, source documents, withholding, and bank details
  • For a voucher with multiple schedules, only the first schedule is copied to the new voucher.

Similarly, the following information is not copied from the original voucher:

  • Attachments.
  • Payment notes.
  • Prepaid reference.
  • Match, approval and budget statuses.
  1. The Copy Voucher window opens.
  2. Enter the Invoice Number.
  3. Enter the Invoice Date. If left blank, the system defaults to current date.
  4. Select Copy.
copy voucher pagelet
  1. The next automated Voucher ID number displays.
  2. Select the new Voucher ID hyperlink to navigate to Regular Entry page.
Copy voucher
  1. The Regular Entry page displays.
  2. Continue to edit/refine the new voucher as needed.
Summary tab
  1.  Process complete.

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