Select Account Groups for Filter
YouTube: How to Filter Accounts Based on Account Groups in Cash / Bank Vouchers?
How to Filter Accounts Based on Account Groups in Cash / Bank Vouchers?
This tutorial explains how to filter Accounts using Default Account Groups in Payment and Receipt Vouchers in Logic ERP. This feature helps users display only relevant accounts during voucher entry, making the selection process faster, cleaner, and more accurate.
Objective of This Feature
Filter accounts based on selected Account Groups
Display only relevant accounts in vouchers
Reduce search time and confusion
Improve accuracy during Payment and Receipt Voucher entry
Access to Cash/Bank 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:
“Select Account Groups for Filter”
Purpose
This window allows users to define:
Default Account Groups for Payment and Receipt Vouchers
Understand Default Behavior
Current Setup
No Account Group is selected
Verification Process
Open the Bank Receipt Module
Select the relevant configuration
System Behavior
Account search list displays:
Accounts from all Account Groups
Set Default Account Group
Action
Return to the Cash/Bank Voucher Configuration Window
Select the required Account Group as Default
Review Accounts in the Selected Group
Open: Setup Account Groups Module
Verification
View the Accounts assigned to the selected Account Group
Implememnt Functionality with Filtered Account Groups
Open the Bank Receipt Module again
System Behavior
Account search list now displays:
Only accounts associated with the selected Default Account Group.
Key Benefits
Faster account selection during voucher entry
Reduced clutter in account search lists
Improved transaction accuracy
Better control over account visibility
Best Practice Tips
Organize accounts properly into meaningful groups
Configure groups department-wise or transaction-wise
Regularly review account group mappings for accuracy
Final Outcome
Account search is filtered based on selected Default Account Groups
Payment and Receipt Voucher entry becomes faster and more efficient
Users work only with relevant accounts
Improved accuracy and workflow control
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