Default For
YouTube: How to Configure Separate Settings for Cash and Bank Vouchers?
How to Configure Separate Settings for Cash and Bank Vouchers?
This tutorial explains how to create new Cash and Bank Voucher Configurations and assign them as default configurations for voucher entry modules in Logic ERP. This helps users standardize voucher settings and streamline transaction processing.
Objective of This Feature
Create custom Cash/Bank Voucher Configurations
Assign configurations to specific voucher modules
Simplify voucher entry process
Apply predefined settings automatically during transactions
Access to Voucher Configuration Module
Navigate to Accounts and then Configurations
Open Cash/Bank Voucher Configuration
Observation
Existing voucher configurations are displayed in the list
Review Existing Configurations
Verification Process
Open the Bank Receipt Module
System Behavior
Only the currently available voucher configurations are displayed
Create a New Voucher Configuration
Setup
Return to the Cash/Bank Voucher Configuration Module
Create a New Configuration
Example: Bank Receipt Configuration
Action
Enter the required Configuration Name
Assign Configuration as Default
Go to Other Options 1 Tab
Configuration Option
Locate the option labeled as:
“Default For”
Functionality
Displays all available:
Payment Voucher Modules
Receipt Voucher Modules
Action
Assign the newly created configuration to:
Bank Receipt Module
Save the configuration
Verify in Voucher Module
Test Process
Open the Bank Receipt Module again
System Behavior
Newly created configuration is now available in the list
Usage
Select the configuration while creating vouchers
All predefined settings are automatically applied
Key Benefits
Faster voucher entry process
Standardized voucher settings
Better control over voucher formats and behavior
Reduced manual configuration effort
Best Practice Tips
Create separate configurations for different business needs
Use meaningful configuration names
Review default assignments carefully before saving
Final Outcome
New Cash/Bank Voucher Configurations are successfully created
Configurations are available directly in voucher modules
Predefined settings are automatically applied during entry
Improved efficiency and consistency in voucher processing
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