Employee Selection Mandatory

YouTube: How to Make Employee Selection Mandatory in Cash / Bank Vouchers?

How to Make Employee Selection Mandatory in Cash / Bank Vouchers?

This tutorial explains how to make Employee Selection Mandatory while creating Payment and Receipt Vouchers in Logic ERP. This feature ensures that users cannot proceed with voucher entry without selecting an Employee, helping maintain accountability and accurate transaction tracking.

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Objective of This Feature

• Enforce mandatory Employee selection during voucher entry

• Improve transaction accountability

• Maintain accurate employee-wise financial records

• Prevent incomplete voucher entries

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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 Payment Voucher Configuration

• Locate and enable the option labeled as:

“Employee Selection Mandatory”.

• Save the changes

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Open Bank Payment Voucher Entry

• Go to Bank Payment Module

• Select the relevant Voucher Configuration

Enable Employee Name Column

• Open Setup Column Attributes

• Enable Employee Name Column

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Verify Functionality

Transaction Process

• Proceed with generating the voucher

• Do not select the Employee Name

System Behavior

• Upon proceeding to the next line:

  • The software restricts the action.

Error Message

• The system displays an alert indicating:

  • Employee Selection is Required

Complete Voucher Entry

• Select the required:

  • Employee Name

• Proceed with saving the voucher

System Behavior

• Upon selecting the Employee Name:

  • The voucher is saved successfully

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Key Benefits

• Ensures employee accountability in transactions

• Prevents incomplete voucher entries

• Improves employee-wise transaction tracking

• Maintains accurate financial records

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Best Practice Tips

• Enable Employee columns in relevant voucher formats

• Ensure Employee Masters are properly configured

• Use this feature for better audit tracking and operational control

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Final Outcome

• Employee selection becomes mandatory during voucher entry

• Users cannot proceed without selecting an Employee

• Improved transaction accountability and record accuracy

• Better control over Payment and Receipt Voucher management