---
title: "Voucher Audit"
description: "How to review and accept financial vouchers in NICE HMS — query by type and date range, toggle audit status, and bulk-accept vouchers."
date: 2026-07-25
lastModified: 2026-07-25
category: "billing"
author: "Dr. Umesh Bilagi"
beta: false
---

## Overview

Every financial voucher in NICE HMS goes through an audit workflow. The Voucher Audit tool lets you review vouchers by type and date range, then mark them as reviewed (Accepted) or flag them for re-review (Waiting). This ensures all financial entries are verified before they lock into reports.

## Audit States

| State | Meaning |
|-------|---------|
| **Waiting** | Pending review — voucher is newly created or flagged for re-audit |
| **Accepted** | Reviewed and approved — voucher is locked and included in finalized reports |

## Accessing the Audit Tool

1. Go to **Admin Dashboard > Accounts**.
2. Scroll to the **Voucher Audit** section at the bottom of the page.
3. Select:
   - **Voucher Type** — Any of the 17 voucher types (INVOICE, PURCHASE, RECEIPT, CONTRA, etc.)
   - **Audit State** — Waiting or Accepted
4. Click **Click Here** to open the audit page.

## The Audit Page

The audit page (`/admin/accounts/audit/`) shows a paginated table of vouchers matching your query.

### Table Columns

| Column | Description |
|--------|-------------|
| **VoucherId** | Clickable link — opens the voucher PDF for review |
| **Voucher Type** | The voucher type (INVOICE, PURCHASE, etc.) |
| **Date** | Date of the voucher |
| **Amount** | Total voucher amount |
| **Audit Status** | Checkbox — checked = Accepted, unchecked = Waiting |
| **Audited By** | Name of the user who last changed the audit status |

### Changing Audit Status

**Individual vouchers:**
- Check the box to mark as **Accepted**
- Uncheck to return to **Waiting**
- Changes are not saved until you click **Submit**

**Bulk toggle:**
- Click **Set All** to toggle all vouchers on the current page between Accepted and Waiting at once
- Then click **Submit** to save

### Date Range

Use the date range picker at the top to narrow or expand the list. Vouchers are filtered by the date range you selected in the audit query.

## Workflow

```
Voucher created → Audit State: Waiting
       ↓
Auditor reviews voucher (opens PDF from VoucherId link)
       ↓
Marks as Accepted (checkbox) → Submit
       ↓
Voucher is now locked for editing
```

## FAQ

**Q: Can I edit a voucher after it is Accepted?**
A: No. Accepted vouchers are locked. Contact support if a correction is needed — it typically requires a reversing entry or credit/debit note.

**Q: Who can perform audits?**
A: Users with the admin, director, or accountant role. The audit permission is controlled via `AuditVoucherPermission`.

**Q: Can I filter by something other than voucher type and date?**
A: Currently the audit tool filters by voucher type, audit state, date range, and organization. For more specific queries, use the MIS Reports module.

**Q: What happens if I don't audit a voucher?**
A: Vouchers left in Waiting state remain editable and may be excluded from finalized financial reports. It is recommended to audit all vouchers regularly.

**Q: Does auditing a voucher affect the accounting entries?**
A: No. Audit status does not change debit/credit amounts — it only controls whether the voucher is locked and included in finalized reports.