Default Cash/Bank
YouTube: How to Set Default Cash or Bank Account in Cash / Bank Voucher Configuration?
How to Set Default Cash or Bank Account in Cash / Bank Voucher Configuration?
This tutorial explains how to set a Default Cash or Bank Account for Payment and Receipt Voucher modules in Logic ERP. This feature automatically selects the predefined account during voucher entry, saving time and improving transaction efficiency.
Objective of This Feature
Automatically select default cash/bank account
Reduce manual account selection during voucher entry
Improve speed and accuracy of transactions
Standardize voucher processing workflow
Access to the Voucher Configuration
Navigate to Accounts and then Configurations
Open Cash/Bank Voucher Configuration
Choose the required Voucher Configuration
Example: Bank Receipt Voucher Configuration
Locate the option labeled as:
“Default Cash/Bank”
System Behavior
System displays all available Bank Accounts in the software
Action
Select the required bank account
Example: BANK OF INDIA
Click Save
Verify in Voucher Entry
Test Process
Open the Bank Receipt Module
Create a new voucher entry
System Behavior
Selected account (BANK OF INDIA) is automatically populated as the default bank account
Key Benefits
Faster voucher entry process
Eliminates repetitive manual account selection
Improves transaction accuracy
Ensures consistency in voucher entries
Best Practice Tips
Configure default accounts based on department or transaction type
Regularly review default bank mappings
Use separate configurations for different banks if required
Final Outcome
Default cash/bank account is automatically selected during voucher entry
Reduced manual effort and faster processing
Improved consistency and operational efficiency
Better control over payment and receipt transactions
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