Filter Bills on Basis of Company

YouTube: How to Filter Bills by Company in BR / BP Adjustment in Cash / Bank Vouchers?

How to Filter Bills by Company in BR / BP Adjustment in Cash / Bank Vouchers?

This tutorial explains how to filter Bills company-wise while generating Payment and Receipt Vouchers in Logic ERP. This feature is especially useful when accounting entries are maintained separately for different companies within the same transaction.

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Objective of This Feature

• Filter pending bills company-wise

• Improve bill adjustment accuracy

• Simplify bill selection during voucher entry

• Manage multi-company accounting efficiently

• Avoid adjusting bills from incorrect companies

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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 and enable the option labeled as:

“Filter Bills on Basis of Company”

• Save the Configuration.

Functionality

• When enabled Bills are filtered:

  • Company-wise

• Applicable for:

  • Payment Vouchers

  • Receipt Vouchers

• Especially useful when:

  • Accounting entries are passed separately for each Company.

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Generate Sales Bill with Company-Wise Accounting

Preparation Step

• Generate Sales Bill.

Open Configuration Settings

• Locate and enable the option labeled as:

“Pass Account Entry of Bill Company Wise”.

• Transact:

  • Items belonging to different companies

• Sales Bill.

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Generate Bank Receipt Voucher

Process

• Open Bank Receipt Module

• Select Relevant Voucher Configuration

• Proceed with Voucher Entry

Important

If the Company Name column is not visible:

• Go to Setup Column Attributes

• Enable Company Name Column

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Observe Functionality Without Company Selection

Scenario

• Skip Company Name Selection.

• Open Adjust Bills Receivable/Payable Window

System Behavior

• The system displays:

  • Pending bills of all Companies.

• Because:

  • No Company has been selected

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Select Company and Observe Filtering

Action

• Select Required Company.

System Behavior

• The software automatically:

  • Filters and displays only those bills belonging to the selected company.

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Key Benefits

• Accurate bill adjustment company-wise

• Better control over multi-company accounting

• Prevents adjustment of incorrect company bills

• Faster bill selection process

• Improves voucher entry efficiency

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Best Practice Tips

• Maintain proper company mapping during billing

• Enable company-wise accounting entries where required

• Use Company Name columns for better visibility

• Verify company selection before bill adjustment

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Final Outcome

• Bills are filtered automatically based on the selected company

• Multi-company bill adjustments become accurate and efficient

• Voucher processing becomes faster and more organized in Logic ERP