Searching for Vouchers

You can search for vouchers by voucher number, vendor code, vendor name, or creation date. You can also open the vouchers that are linked to a statement or purchase order from the statement or purchase order. You search for vouchers with the Find Voucher option on the Voucher menu.

To search for vouchers

1 Start the Find Voucher process.

The default location of this process is the Acquisitions folder on the navigation bar.

Horizon displays the Compound Search window:

2 Highlight the index you want and enter a search term in the Search for field.

If you highlight the Voucher Creation Date index, you can click Date Range to enter a range of dates.

3 If you want to do a compound search, follow these instructions; otherwise, skip to step 4:
a Do one of these options:
Mark AND to narrow a search.
Mark OR to broaden a search.
b Highlight a search index from the list of indexes.
c Enter a search term in the Search for field.
d Click Append List to add new results to the current ones.
e Repeat steps 1 through 4 in this table until your search string is complete.

Horizon displays your search string as you enter it. You can enter up to 300 characters.

4 Click Search.

Horizon displays a list of vouchers that match your search criteria. This window lets you view, reprint, or void one or more vouchers.

5 If you want to view, reprint, or void one or more vouchers, highlight the vouchers and click the button that correspond to what you want to do.

 


© 1998-2017 Sirsi Corporation