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.

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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

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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

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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

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Set Default Account Group

Action

• Return to the Cash/Bank Voucher Configuration Window

• Select the required Account Group as Default

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Review Accounts in the Selected Group

• Open: Setup Account Groups Module

Verification

• View the Accounts assigned to the selected Account Group

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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.

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Key Benefits

• Faster account selection during voucher entry

• Reduced clutter in account search lists

• Improved transaction accuracy

• Better control over account visibility

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Best Practice Tips

• Organize accounts properly into meaningful groups

• Configure groups department-wise or transaction-wise

• Regularly review account group mappings for accuracy

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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