How to Delete a Journal Voucher That Has Not Been Sent for Approval

Journal Vouchers that have not been sent for approval can be retrieved and deleted in the Journal Voucher Management screen using the Delete action. Journal vouchers that have been sent for approval can only be deleted by an approver in the Journal Voucher Approvals screen. Refer to How to Delete a Journal Voucher That Has Been Sent for Approval for more information on this process.

Use the following steps to delete a journal voucher that has not been sent for approval:

1. Click on the Business tab, click Journal Entry, and select Journal Voucher.

Note: When accessing the Journal Voucher Management screen, all Standard journal vouchers with the Status of Work in Progress or Rejected and created by the user logged in, will be retrieved and displayed in the grid. If necessary, perform a journal voucher search. Follow Steps 2 through 8 below; otherwise proceed to Step 9.

2. If applicable, in the Journal Voucher Management screen, click on the calendar icon to enter the Start Date.

3. If applicable, click on the calendar icon to enter the End Date.

4. If applicable, click on the Batch Code drop-down menu to select one or more options. Use the Search field to enter specific information, use the Select All button to select all available options or use the Select None button to remove all selected options.

5. If applicable, in the JV Type section, select one of the following radio buttons: Standard JV (selected by default) or Other JV. When Other JV is selected, the following two options will be displayed and selected by default: Template and Recurring JV. Click on the relevant check box to remove and option.

6. If applicable, in the Status section, select or deselect any of the following selection boxes: Work in Progress (selected by default), Approved, Rejected (selected by default) and/or Sent for Approval.

7. If applicable, in the Originated By section, select one of the following radio buttons: All or Me (selected by default).

8. Click on the Search button. The journal vouchers that meet the search criteria will be retrieved and displayed in the grid.

9. Click on the Action drop-down menu beside the corresponding journal voucher and select Delete.

10. Enter a note in the Note field.

11. Click on the OK button to confirm deletion or click on the Cancel button to cancel the delete process.