Skip to main content

Review the Voucher Inquiry

How to Review the Voucher Inquiry in Muhasib ERP

Overview

This guide will help you find a payment or receipt voucher, check its direction and accounts, and determine whether correction is needed.

You get source-level voucher evidence and its valid next action.

Who can do this

You need access to Voucher Inquiry plus voucher and affected account visibility.

Before you start

Have voucher/reference, type, date range, party, account, amount, status, or user.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Expenses & Vouchers → Reports/Inquiries → Voucher Inquiry.

Review the Voucher Inquiry

Step 1: Set company/date/type/status filters

Step 2: Search by voucher/reference/party/account

Step 3: Open the exact voucher

Step 4: Confirm payment versus receipt direction

Step 5: Review party, narration, debit/credit accounts, amount, evidence, and status

Step 6: Trace payment-account and general-ledger effects before correction

Check your work

Inquiry/detail agree with Voucher Report, cash/bank activity, and Account Ledger.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

  • Never change money direction by editing a posted voucher.
  • Check reversed/replacement documents before entering another voucher.

What to do next

Back to top