--- title: How to add a voucher in a construction loan? description: This article discusses how to add a voucher in a construction loan. --- [Skip to content](https://help.themortgageoffice.com/knowledge/how-to-add-voucher-in-a-construction-loan#main-content) [![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/) - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) Open main navigation Close main navigation - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) - [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new) [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en) 2. [Loan Servicing](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en) 3. [Construction Loans](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#construction-loans) October 9, 2026 # How to add a voucher in a construction loan? ## This article discusses how to add a voucher in a construction loan. Use construction vouchers to manage, allocate, and disburse funds from a construction project. Vouchers may be payable to any vendor or lender and the total amount distributed among one or more budget accounts. A voucher can be added from the [loan file](https://help.themortgageoffice.com/knowledge/how-to-add-voucher-in-a-construction-loan#loan-file) or from [Tasks & Reports.](https://help.themortgageoffice.com/knowledge/how-to-add-voucher-in-a-construction-loan#t-and-r)  ### **To add a voucher from a loan file:** - Click on ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=15&height=15&name=running.png) **Loan Servicing** in the left panel of The Mortgage Office®. - Click the **Loans** drop-down. - Click **Construction** below **All Loans** from the menu located on the left of the window. - From the grid, select the record you want to modify. TIP: If the record you want to edit is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click ![FindSearch icon box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/FindSearch%20icon%20box.png?width=214&height=25&name=FindSearch%20icon%20box.png) **Find** to search for the record by entering your own search criteria. For additional information see [How to use find](https://help.themortgageoffice.com/knowledge/how-to-use-find?hsLang=en) and [How to use the data grids.](https://help.themortgageoffice.com/knowledge/how-to-use-the-data-grids?hsLang=en) - Click ![edit](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/edit.png?width=15&height=15&name=edit.png) from the options available on top panel or **double-click** on the record to open it for editing. - Click ![list check 60](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/list%20check%2060.png?width=22&height=17&name=list%20check%2060.png) **Terms** from the list located on the left of the window and select the **Construction** Tab. - Click the **Vouchers** tab. - Click ![add](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/add.png?width=15&height=15&name=add.png) from the options available on top panel, and enter the following information: **Construction Voucher:** | **Field:** | **Description:** | | --- | --- | | **From Loan** | Enter the **loan** account. TIP: Click ![image-png-Jun-28-2023-05-15-38-5051-PM](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jun-28-2023-05-15-38-5051-PM.png?width=17&height=18&name=image-png-Jun-28-2023-05-15-38-5051-PM.png) to open a lookup window that allows you to select a record from a list of existing records. For more details see [How to Use Lookup Windows](https://help.themortgageoffice.com/knowledge/how-to-use-lookup-windows?hsLang=en). TIP: If you are adding the voucher from the loan window, the loan account and borrower information is **pre-filled** by the system and cannot be changed. | | **Pay to the Order of** | Enter a **vendor** or **lender** account. TIP: Click ![image-png-Jun-28-2023-05-15-38-5051-PM](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jun-28-2023-05-15-38-5051-PM.png?width=17&height=18&name=image-png-Jun-28-2023-05-15-38-5051-PM.png) to open a lookup window that allows you to select a vendor or lender from a list of existing records. For more details see [how to use lookup.](https://help.themortgageoffice.com/knowledge/how-to-use-lookup-windows?hsLang=en) TIP: If applicable, you may also click the **Pay Contractor** hyperlink. To use this feature, you must first enter the contractor information in the [Project Information](https://help.themortgageoffice.com/knowledge/how-to-enter-basic-construction-project-information?hs_preview=oWEZyaSA-124817091486&hsLang=en) tab. | | **Memo** | Enter a **description** for this voucher. (Maximum of 255 characters) | | **No.** | Enter **Print** to schedule this voucher for payment and generate a check; otherwise enter a **check number** to record a pre-paid voucher. Pre-paid vouchers are immediately posted to all related accounts and marked as paid. | | **Date** | Enter the **date** the voucher is due (or the date it was paid for prepaid vouchers). The system defaults to today's date. | | **Amount** | This is the **total** amount of the voucher. | | **Hold** ![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=15&height=15&name=square-check-solid.png) | Select this option to **hold** payment on this voucher. | | **Joint Check ![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=15&height=15&name=square-check-solid.png)** | Select this option to generate a check payable to the **borrower** AND the **vendor**. To generate joint checks by default, select this option in the [Project Information](https://help.themortgageoffice.com/knowledge/how-to-enter-basic-construction-project-information?hs_preview=oWEZyaSA-124817091486&hsLang=en) tab. NOTE: Widely used in the construction industry, a joint check is a check made out jointly to two parties. **Both signatures** are needed before the check can be deposited. | | **Paid ![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=15&height=15&name=square-check-solid.png)** | Select this option if you want to designate this voucher as paid-by-other. Paid-by-Other vouchers are assumed paid using outside funds and are not posted to the construction trust account. TIP: This option is only available if the voucher is being entered as paid (**No.** is numeric), and the **Hold** and **Joint Check** options are **not** selected. |   **Budget Distribution:** | **Field:** | **Description:** | | --- | --- | | **![add](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/add.png?width=15&height=15&name=add.png)** | Click  to add a new budget distribution to this voucher and enter the following information: Field: Description: Budget Account Enter a budget account or click  to open a lookup window that allows you to select a budget account from a list. For more details see How to Use Lookup Windows. TIP: Only budget accounts selected when setting up this loan's budget are available. To learn how to setup a loan budget read how to enter budget information.  and importing Budget Information. Budget Group The budget group number and description are displayed once a valid Budget Account is entered above. This field is read-only. Budgeted The total amount budgeted for this account. See Entering Budget Information. This field is read-only. Holdback The amount to hold back from the budgeted amount. See Entering Budget Information. This field is read-only. Disbursed The total amount disbursed or scheduled to be disbursed to this budget account. This field is read-only. Available The amount available for payment calculated as follows: Available = Budgeted - Holdback - Disbursed. This field is read-only. Pay Amount Enter the amount you want to pay. The system will display a warning message if the amount entered here is larger than the Budgeted amount. % Completed Enter a number between 0 and 100 denoting this budget account current completion status. For example, enter 85% here if you are paying $5,000 towards Roofing and you estimate the roofing contractor to be about 85% completed. NOTE: This amount supersedes any % Completed values previously entered. Notes Enter notes describing this transaction. The notes are printed on the vendor's check stub. (Maximum of 255 characters) | | **![edit](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/edit.png?width=15&height=15&name=edit.png)** | To make changes to a distribution, select it from the grid and click **Edit**. | | ![delete](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/delete.png?width=15&height=15&name=delete.png) | To delete a distribution, select it from the grid and click **Delete**. | - Click ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jul-18-2023-01-59-19-9026-PM.png?width=45&height=27&name=image-png-Jul-18-2023-01-59-19-9026-PM.png) to attach additional notes to this voucher. - Click ![OK](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/OK.png?width=64&height=26&name=OK.png) **OK** to enter the inspection and exit or click ![CANCEL](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/CANCEL.png?width=64&height=25&name=CANCEL.png) **Cancel** to abort changes and exit. ### **To add a voucher from** Tasks & Reports: - Click on ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=15&height=15&name=running.png) **Loan Servicing** in the left panel of The Mortgage Office®. - Click **Tasks & Reports** from the menu located on the left of the window. - Click **Enter/Edit Vouchers (Draw Requests)** under the **Construction Loans** Category. - Click ![add](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/add.png?width=15&height=15&name=add.png) from the options available on top panel, and enter the following information: **Construction Voucher:** | **Field:** | **Description:** | | --- | --- | | **From Loan** | Enter the **loan** account. TIP: Click ![image-png-Jun-28-2023-05-15-38-5051-PM](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jun-28-2023-05-15-38-5051-PM.png?width=17&height=18&name=image-png-Jun-28-2023-05-15-38-5051-PM.png) to open a lookup window that allows you to select a record from a list of existing records. For more details see [How to Use Lookup Windows](https://help.themortgageoffice.com/knowledge/how-to-use-lookup-windows?hsLang=en). TIP: If you are adding the voucher from the loan window, the loan account and borrower information is **pre-filled** by the system and cannot be changed. | | **Pay to the Order of** | Enter a **vendor** or **lender** account. TIP: Click ![image-png-Jun-28-2023-05-15-38-5051-PM](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jun-28-2023-05-15-38-5051-PM.png?width=17&height=18&name=image-png-Jun-28-2023-05-15-38-5051-PM.png) to open a lookup window that allows you to select a vendor or lender from a list of existing records. For more details see [how to use lookup.](https://help.themortgageoffice.com/knowledge/how-to-use-lookup-windows?hsLang=en) TIP: If applicable, you may also click the **Pay Contractor** hyperlink. To use this feature, you must first enter the contractor information in the [Project Information](https://help.themortgageoffice.com/knowledge/how-to-enter-basic-construction-project-information?hs_preview=oWEZyaSA-124817091486&hsLang=en) tab. | | **Memo** | Enter a **description** for this voucher. (Maximum of 255 characters) | | **No.** | Enter **Print** to schedule this voucher for payment and generate a check; otherwise enter a **check number** to record a pre-paid voucher. Pre-paid vouchers are immediately posted to all related accounts and marked as paid. | | **Date** | Enter the **date** the voucher is due (or the date it was paid for prepaid vouchers). The system defaults to today's date. | | **Amount** | This is the **total** amount of the voucher. | | **Hold** ![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=15&height=15&name=square-check-solid.png) | Select this option to **hold** payment on this voucher. | | **Joint Check ![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=15&height=15&name=square-check-solid.png)** | Select this option to generate a check payable to the **borrower** AND the **vendor**. To generate joint checks by default, select this option in the [Project Information](https://help.themortgageoffice.com/knowledge/how-to-enter-basic-construction-project-information?hs_preview=oWEZyaSA-124817091486&hsLang=en) tab. NOTE: Widely used in the construction industry, a joint check is a check made out jointly to two parties. **Both signatures** are needed before the check can be deposited. | | **Paid ![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=15&height=15&name=square-check-solid.png)** | Select this option if you want to designate this voucher as paid-by-other. Paid-by-Other vouchers are assumed paid using outside funds and are not posted to the construction trust account. TIP: This option is only available if the voucher is being entered as paid (**No.** is numeric), and the **Hold** and **Joint Check** options are **not** selected. |   **Budget Distribution:** | **Field:** | **Description:** | | --- | --- | | **![add](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/add.png?width=15&height=15&name=add.png)** | Click  to add a new budget distribution to this voucher and enter the following information: Field Description Budget Account Enter a budget account or click  to open a lookup window that allows you to select a budget account from a list. For more details see How to Use Lookup Windows. TIP: Only budget accounts selected when setting up this loan's budget are available. To learn how to setup a loan budget read how to enter budget information.  and importing Budget Information. Budget Group The budget group number and description are displayed once a valid Budget Account is entered above. This field is read-only. Budgeted The total amount budgeted for this account. See Entering Budget Information. This field is read-only. Holdback The amount to hold back from the budgeted amount. See Entering Budget Information. This field is read-only. Disbursed The total amount disbursed or scheduled to be disbursed to this budget account. This field is read-only. Available The amount available for payment calculated as follows: Available = Budgeted - Holdback - Disbursed. This field is read-only. Pay Amount Enter the amount you want to pay. The system will display a warning message if the amount entered here is larger than the Budgeted amount. % Completed Enter a number between 0 and 100 denoting this budget account current completion status. For example, enter 85% here if you are paying $5,000 towards Roofing and you estimate the roofing contractor to be about 85% completed. NOTE: This amount supersedes any % Completed values previously entered. Notes Enter notes describing this transaction. The notes are printed on the vendor's check stub. 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