YonSuiteFinanceIntermediate

Voucher Attachment Index Check

This tutorial explains Voucher Attachment Index Check using fixed criteria, accountable owners, and traceable evidence.

Learning objective

Build a traceable Voucher Attachment Index Check process

Roles

Finance manager, GL or treasury accountant, business data owner

Prerequisites

Organization and period definitions are agreed
Required query permissions are available

Completion checks

Sample three items against source records
Confirm every exception has an owner and status

Common errors

Changing filter definitions between periods
Saving numbers without query criteria
Assigned exceptions lack review outcomes

Thailand project note

This tutorial covers ERP finance operations and data organization only. Thai tax, VAT, WHT, statutory accounting, or legal conclusions require review by a qualified Thai professional.

Steps

01Define the organization, period, owner, and operating scope.

02Prepare ERP master data and relevant finance-operation records with fixed criteria.

03Run the review and save results, filters, and a timestamp.

04Log differences, causes, actions, owners, and due dates.

05Have the finance manager sample-check and archive evidence.

01
Define the organization, period, owner, and operating scope.
02
Prepare ERP master data and relevant finance-operation records with fixed criteria.
03
Run the review and save results, filters, and a timestamp.
04
Log differences, causes, actions, owners, and due dates.
05
Have the finance manager sample-check and archive evidence.

Implementation notes

Keep organization, period, and status filters fixed
Every exception must include a next action

References

从车间到全球的“智造”链路如何打通？用友U9 cloud 用实践给出方向！ ↗用友U9 cloud · Accessed: 2026-08-28