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 Voucher Reports

Within the Reporting - Voucher screen, FLEX will manage your NHS Voucher Processing. This feature is particularly useful if you have to report to multiple Clinical Commissioning Groups (CCG’s) – for example if you conduct a lot of domiciliary work. Click to Business Intelligence - Reporting.

1)    Click on the menu option ‘Voucher’->’Submissions’.

2) The filters will be set by default and a list of vouchers should be visible immediately. Changing the filters will update the list.

3) Right clicking a voucher will give options to Mark as COLLECTED or Change CCG.

4) The ‘Print’ button on the top menu bar will display the Submission Report. In a similar fashion to other reports in FLEX, you can print this, export it, save it as a PDF and so on. Upon closing of the report window, you will be prompted to accept the report, at which point the vouchers are given a submission date and the status is changed. This is shown below.



Reconciling Payments

  1. Click on the menu option ‘Voucher’->’Payments’.
  2. The filters will be set by default & the vouchers submitted in the most recent batch are displayed. Changing the filters will update the list immediately.
  3. Right clicking a voucher will give options to:
    1. Mark as PAID
    2. Mark as UNPAID
    3. The ‘Mark ALL’ button on the top menu bar gives options to mark all vouchers as ‘Paid’ or ‘Unpaid’.
    4. The ‘Print’ button allows a ‘Voucher Payments Report’ to be printed by status.

There are 5 voucher statuses:

  • Pending: Non fee based vouchers that have not been marked as collected.
  • Ready to Go: Fee based vouchers & vouchers marked as collected.
  • Submitted: All vouchers that have been submitted to CCG, marked when a report is printed.
  • Paid: CCG has paid for the voucher.
  • Unpaid: Voucher payment has not been received.

For more details, please see the printable workbook here