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.

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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

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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

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Review Existing Configurations

Verification Process

• Open the Bank Receipt Module

System Behavior

• Only the currently available voucher configurations are displayed

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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

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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

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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

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Key Benefits

• Faster voucher entry process

• Standardized voucher settings

• Better control over voucher formats and behavior

• Reduced manual configuration effort

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Best Practice Tips

• Create separate configurations for different business needs

• Use meaningful configuration names

• Review default assignments carefully before saving

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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