Revised:  04/26/2022

Unmatching a Voucher to Delete or Update

Unmatch voucher functionality is used when a PO voucher has not been posted and corrections need to be made.

This process is for unmatching a voucher from a PO so that the voucher may be modified or deleted.

Steps

1. https://ohid.ohio.gov/wps/myportal/gov/myohio/ > Financials > Accounts Payable Tile > Vouchers menu > Match Workbench

1. Enter the agency code in the Business Unit .
2. Select Matched from the Match Status dropdown menu.
3. Select contains from the Voucher ID dropdown menu.
4. Enter the Voucher ID.
5. Click Search .

• The Search Results display at the bottom of the page.
  

6. Select the Undo Match checkbox next to the voucher(s) to be unmatched.
7. Under Action select Undo Matching.
8. Click Run to confirm the unmatching of the selected voucher(s).
9. Click OK on the Undo Matching message.
   
10. Click OK.
    • The voucher is unmatched and available for matching once again.
11. If Deleting the voucher.
    • The matching program runs every several hours and will rematch if no modifications is made. Additional information is available on the More Details tab.
12. If PO Voucher has been denied/approved and changes are needed, the PO Voucher must be unmatched before it is changed and saved to re-trigger workflow.
    1. Make all necessary correction to the voucher.

       • Once the voucher is unmatched most of the fields can be changed. 

         • If changes are needed to the Origin Code, refer to the Deleting Vouchers topic.
         • If changes are needed to the Payment Terms, email OBM Helpdesk.
    2. Save the voucher to reset the voucher Approval Status to "Pending"