Updating a Submitted Voucher

Once a voucher has been approved in OAKS FIN many fields become unavailable to update (i.e., greyed out) to prevent changes from being made to an approved document. Updates can be made to a voucher that has been submitted for approval in OAKS FIN.

If the voucher has not gone through PayCycle

If workflow needs to be retriggered for instances such as a voucher being denied and/or a change (such as adding or changing a ChartField) is needed:

1. Take note of the date in the Last Receipt Date field.
2. Revise the date in the Last Receipt Date field (even if a change is not needed to this field).
• Changing the Last Receipt Date field will make the fields you have the ability to change available for editing.
3. Save the voucher.
4. Make all necessary updates.
5. Change the Last Receipt Date back to the correct information (noted in step 1).
6. Save the voucher again.

Once saved, the voucher will re-route through the approval workflow.

• If the voucher is matched to a PO, the PO will need to be unmatched using the Match Workbench. Refer to the Unmatching a Voucher to Delete or Update topic for instructions.

If the voucher has gone through PayCycle

In the event where an update needs to be made to a voucher that has gone through PayCycle, the voucher must be deleted. Refer to the Deleting Vouchers topic.

Deleting an Attachment

Attachments cannot be deleted from an approved voucher. When the voucher entry status is "Postable" and approval status is "Approved", requests to delete an attachment need to be emailed to OBM State Accounting Voucher review at obm.deletevoucherattach@obm.ohio.gov.