How to edit a voucher in a construction loan?
This article discusses how to edit a voucher in a construction loan.
The construction voucher grid was designed to provide visual feedback on the status of the vouchers. For example: by looking at the Hold column, a user can easily tell whether the voucher has been paid or placed on hold, while the Pay Date column also displays dates in red for past due vouchers. A voucher can be edited from the loan file or from Tasks & Reports.
To edit a voucher from a loan file:
- Click on
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 Find to search for the record by entering your own search criteria. For additional information see How to use find and How to use the data grids.
- Click
from the options available on the top panel or double-click on the record to open it for editing.
- Click
Terms from the list located on the left of the window and select the Construction Tab.
- Click the Vouchers tab.
- Click
from the options available on the top panel or double-click on the voucher.
- Edit the information within the voucher as needed.
TIP: To learn more about the information contained in the construction voucher, read Adding Construction Vouchers.
- Click
OK to save or
Cancel to abort changes.
WARNING: Once a voucher has been paid it cannot be modified.
To edit a voucher from Tasks & Reports:
- Click on
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 section.
- Select a voucher from the grid and click
to open the Edit Construction Voucher window.
- Edit the information as needed.
TIP: To learn more about the information contained in the construction voucher, read Adding Construction Vouchers.
- Click
OK to save or
Cancel to abort changes.
WARNING: Once a voucher has been paid it cannot be modified.
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