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.
Objective of This Feature
Enforce mandatory Employee selection during voucher entry
Improve transaction accountability
Maintain accurate employee-wise financial records
Prevent incomplete voucher entries
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
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

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
Key Benefits
Ensures employee accountability in transactions
Prevents incomplete voucher entries
Improves employee-wise transaction tracking
Maintains accurate financial records
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
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
Last updated