Creating a New Voucher/Draw Request

You can click New Voucher/Draw from the Home screen:

Or you can find the desired project for the draw and in any screen under the loans section, click the Actions button and select Create New Voucher/Draw

In the next screen click Yes and then click OK

Lastly, you can create it from the Voucher/Draws area by clicking the New button:

Next click the drop down if you want to create the voucher/draw for a different project that is listed, you can also start typing the name of the project as well:

After selecting the project hit the TAB key on your keyboard to update the Voucher/Draw number and then click the Continue button

Enter in the desired line items, voucher/draw number, any notes, retention, documents, lien waivers, etc. on the draw

Here is the guide on all the different areas of a Voucher/draw

Once done click the Accept button