Transfer Voucher Date to Cheque Date

YouTube: How to Transfer Voucher Date to Cheque Date in Cash / Bank Vouchers?

How to Transfer Voucher Date to Cheque Date in Cash / Bank Vouchers?

This tutorial explains how to automatically transfer the Voucher Date to the Cheque Date in Payment and Receipt Vouchers in Logic ERP. This feature helps reduce manual data entry and ensures consistency between voucher and cheque dates.

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Objective of This Feature

• Automatically copy Voucher Date to Cheque Date

• Reduce manual cheque date entry

• Improve accuracy in voucher transactions

• Save time 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

Selection

• Choose the required Voucher Configuration

  • Example: Bank Receipt Voucher Configuration

• Locate and enable the option labeled as:

“Transfer Voucher Date to Chq Date”

• Click Save

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Default Behavior

• When the feature is disabled:

  • Cheque Date must be entered manually

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Implement in Voucher Entry

Transaction Process

• Open the Bank Receipt Module

• Select the relevant Voucher Configuration

• Note the defined Voucher Date

System Behavior

• Proceed to the Voucher Entry window

Result

• The selected Voucher Date is automatically reflected in the:

  • Cheque Date Column

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Key Benefits

• Eliminates manual cheque date entry

• Improves transaction consistency

• Reduces data entry errors

• Speeds up voucher processing

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Best Practice Tips

• Use this feature where voucher and cheque dates are usually the same

• Verify cheque dates before finalizing transactions

• Keep voucher date settings accurate for proper document tracking

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Final Outcome

• Voucher Date is automatically transferred to Cheque Date

• Faster and more accurate voucher entry process

• Reduced manual effort and errors

• Improved consistency in Payment and Receipt Vouchers