Catacloud Servicedesk

Florence C.L.H. Kröger-Smedmann

Upload, post and correct vouchers – from the voucher inbox to a posted supplier invoice.

Vouchers and posting

How to find your voucher inbox email address, which attachments are read in, and the difference between email and EHF.

Which email address can suppliers send invoices to?

How to handle documents in the voucher inbox – merge and split, copy vouchers, and record a multi-line EHF on a single line.

Voucher inbox: merge, split, copy, and record EHF

How to split a single invoice across several accounts, accrue the cost over several months, and add a department, project, or other dimension so it appears in reports.

Recording a supplier invoice: split costs, accrue, and add a dimension

How to move the debt from the supplier to the debt collection agency with an advanced voucher, close the old invoice and pay the claim.

How do I record a supplier invoice that has gone to debt collection?

Receive, process and post supplier invoices and other vouchers from the voucher inbox.

Supplier invoices and voucher inbox

You can now correct the description and dimensions on a posted voucher without creating correction vouchers – even when the accounting period is locked.

How to correct the text on a posted voucher – even in a locked period

Corrected and reversed vouchers show up in open items and the voucher overview. Here's how to turn "Show transaction corrections" off or on under Settings → Display → Accounting.

How to show or hide corrected vouchers

An amount is posted, but the voucher doesn't appear in the bank reconciliation or looks empty. Usually it hasn't been deleted – it has been corrected or reversed. Here's how…

A voucher isn't showing – has it been deleted or corrected?

Why you're told the period is locked, which of the three locks is stopping you, and how to open it.

The period is locked – why, and how do I open it?

Correct a posted voucher, and find vouchers that are corrected, deleted or hidden.

Correct and find vouchers

How to create a new account or edit an existing one in the chart of accounts – including VAT code, dimension requirements, and supplier invoice settings.

Creating or editing an account in the chart of accounts

Have accounts in several banks? Here is how to choose which bank account is preselected when you register and pay supplier invoices in Catacloud.

Choose which bank account bills are paid from by default

How the locked payment settings Online Banking, Cash and Payed to bank work, and how to create your own payment setting for a different bank account, such as 1922.

Payment settings – why some are locked, and how to create your own

Download the example file and import vouchers from a GBAT10 file. Here is how to build the file in Excel and import it in the voucher inbox.

Importing vouchers from a file (GBAT10) – how to build the file

Chart of accounts, payment types, default bank account and importing vouchers from a file.

Setup and import

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