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.
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
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
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
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
Key Benefits
Faster voucher entry process
Reduces manual date entry effort
Ensures date consistency
Improves transaction accuracy
Simplifies Payment and Receipt Voucher management
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
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
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