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Document maintenance- manual check/ payment

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Posted on by Microsoft Employee

The manual check/payment tab on my document maintenance in financial accounts payable does not ever have any information in it. Does anyone know why? The check number for these payments would be very good info to see easily right there! But there is nothing??!

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Document maintenance- manual check/ payment

    I played  a little with this and found that the only time the Manual check tab is populated in Document Maintenance is when you add the check number in the Voucher and Adjustment screen before you release the voucher.

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    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Document maintenance- manual check/ payment

    Sarah,

    That tab exists not to show a manual or computer check created under the separate manual check screen or the AP Checks screen but, rather, to provide a quick way to enter an AP voucher and the manual check that was used to pay it on one single screen.  If you do create a voucher and use this tab to enter the corresponding check information for that voucher and then later call back up that voucher and adjustment batch, it does show what you entered.  It just does not pick up a manual check or computer check that was create outside the voucher entry batch.

    If you want to quickly see what paid a voucher without having to run a report like the vendor trial balance, you could use the document tab on the vendor maintenance screen and switch to the all documents view.  That will show both vouchers and checks.  While it does not directly related one to the other like a report does, it is not too hard to figure it out.

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