Voucher Audit

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

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