Transfer Voucher Date to Date of Occur

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

How to Transfer Voucher Date to Date of Occurrence in Cash / Bank Vouchers?

This tutorial explains how to automatically transfer the Voucher Date to the Date of Occurrence while generating Payment and Receipt Vouchers in Logic ERP. This feature helps reduce manual date entry and ensures consistency between voucher dates and occurrence dates.

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Objective of This Feature

• Automatically transfer Voucher Date to Date of Occurrence

• Reduce manual date entry

• Improve voucher entry accuracy

• Maintain date consistency in transactions

• Speed up Payment and Receipt Voucher processing

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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 the option labeled as:

“Transfer Voucher Date to Date of Occur”

Default Status:

• The feature is disabled

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Observe Behavior in Disabled State

Transaction Process

• Open Bank Receipt Module.

• Select Relevant Voucher Configuration.

• Proceed with Voucher Entry.

System Behavior

• The system automatically picks the current date in the Voucher Date field.

• Users can also Modify the Voucher Date manually.

Important

• The Date of Occurrence column can be enabled through:

  • Setup Column Attributes

System Behavior

• Since the feature is disabled:

  • The Voucher Date is not transferred automatically to the Date of Occurrence column.

• Users must:

  • Manually enter the Date of Occurrence if required

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Observe Functionality After Enabling

Action

• Return to Cash/Bank Voucher Configuration Module

• Enable Transfer Voucher Date to Date of Occur

• Save the Configuration

Process

• Again, proceed with Voucher Entry

• Select Voucher Date.

System Behavior

• Upon enabling the feature:

  • The Voucher Date is automatically transferred to the Date of Occurrence column.

• Manual entry becomes unnecessary

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Key Benefits

• Faster voucher entry process

• Reduces manual date entry effort

• Ensures date consistency

• Improves transaction accuracy

• Simplifies Payment and Receipt Voucher management

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Best Practice Tips

• Keep Date of Occurrence column enabled for visibility

• Verify voucher dates before saving transactions

• Use this feature to standardize transaction date management

• Review date settings periodically for accuracy

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Final Outcome

• Voucher Date is automatically copied to the Date of Occurrence field

• Manual date entry is minimized

• Payment and Receipt Voucher processing becomes faster and more accurate in Logic ERP