> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/accounts/configuration/cash-bank-voucher-configuration/other-options-2/agent-selection-mandatory.md).
# Agent Selection Mandatory
**YouTube:** [How to Make Agent Selection Mandatory in Cash / Bank Vouchers?](https://www.youtube.com/watch?v=903xaNk_Myc)
## How to Make Agent Selection Mandatory in Cash / Bank Vouchers?
This tutorial explains how to make **Agent Selection Mandatory** while creating Payment and Receipt Vouchers in Logic ERP. This feature ensures that users must select an Agent or Salesman before proceeding with voucher entry, improving tracking and accountability.
***
### **Objective of This Feature**
* Make Agent selection compulsory during voucher entry
* Improve agent-wise transaction tracking
* Prevent incomplete voucher entries
* Enhance accountability and reporting accuracy
***
### **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 and enable the option labeled as:
> **“Agent Selection Mandatory”**
* Click **Save**
***
### **Enable Agent Name Column**
**Important Setup**
* Ensure the **Agent Name Column** is visible during voucher entry.
* Go to **Setup Column Attributes.**
**Action**
* Enable the **Agent Name Column.**
***
### **Create Voucher Without Selecting Agent**
**Transaction Process**
* Open the **Bank Receipt Module.**
* Select the relevant configuration.
* Proceed with voucher generation without selecting the Agent Name.
* Upon proceeding to the next line:
* Software restricts the action.
**Error Message**
* Displays message indicating:
* *Agent/Salesman selection is required... Please Select Agent....*
**Action**
* Select the required **Agent Name.**
**Result**
* Voucher is saved successfully after Agent selection.
***
### **Key Benefits**
* Ensures proper agent-wise transaction tracking.
* Prevents incomplete voucher entries.
* Improves accountability and reporting.
* Enhances operational accuracy.
***
### **Best Practice Tips**
* Ensure Agent master records are properly maintained.
* Enable Agent selection only for relevant voucher types.
* Regularly verify agent mappings and assignments.
***
### **Final Outcome**
* Agent selection becomes mandatory during Payment & Receipt Voucher entry.
* Users cannot proceed without selecting an Agent.
* Improved tracking, accountability, and reporting accuracy.
* Better control over voucher transactions.
---
# Agent Instructions
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