Editing an Income Voucher

1. Click “Finance” from the main menu.
2. Click “Incomes.”
3. Click on the income voucher you wish to edit to open its view page.
4. Click the “Edit” button.
5. Make the required changes to the following fields:

• Amount: You can edit the income voucher’s value, as well as change its currency from the dropdown attached to the field (e.g., SAR).
• Description: Edit any notes or additional guiding details describing the income voucher.
• Attachments: You can add or replace the income voucher’s attachment by clicking the upload area (“Drop file here or select from your computer”), or by dragging and dropping a new file.
• Code Number: A required field — you can manually edit the income voucher number if needed.
• Date: You can edit the income voucher date from the calendar.
• Treasury: You can change the treasury or bank account associated with the income voucher from the dropdown.
• Category: You can change the income voucher’s category, or add a new one directly via the “Enter Category” field.
• Vendor: You can edit or add a vendor associated with the income voucher.
• Journal Account: You can edit the sub-account linked to the income voucher from the dropdown (default value “Auto“), or switch to “Multiple” mode to split the income voucher across more than one account.
• Recurring: You can enable or disable the income voucher’s recurrence via the checkbox.
• Tax: You can add a new tax via “Add taxes,” or switch to “Multiple” mode to apply different taxes across multiple lines.
• Assign Cost Centers: You can enable or disable this option via the checkbox; it appears regardless of whether cost centers have already been added to your account.

Click “Update” to save the changes.

• Next to this button, you can click the adjacent arrow to select additional options for saving the changes.
• You can also click “Save as Draft” at the top left of the page, or “Cancel” to discard the changes and return to the income voucher’s view page.