Pick Tax A/c Auto from Tax Master
YouTube: How to Auto-Pick GST/Tax Details from Tax Masters in Journal Vouchers?
How to Auto- Pick GST/ Tax Details from Tax Masters in Journal Vouchers?
In this tutorial, we will learn how to enable and use the Pick Tax A/c Auto from Tax Master feature in Journal Voucher entries. This feature allows Logic ERP to automatically select tax accounts based on the Tax Master configuration, reducing manual effort and improving accuracy during voucher entry.
Objective of This Feature
Automate tax account selection.
Reduce manual tax account entry.
Improve accounting accuracy.
Speed up Journal Voucher creation.
Ensure consistency in GST-related transactions.
Access to Journal Voucher Configuration
Go to the Menu Bar
Open Journal Voucher Configuration from the Configuration Menu
Select the required Journal Voucher Configuration.
Navigate to the Other Options section.
Locate the option labeled as:
"Pick Tax A/c Auto from Tax Master".
This dropdown provides multiple methods for automatic Tax Account Selection.
Option 1: None (Default)
When Set to None:
No automatic tax account selection takes place.
Users must manually select tax accounts during Journal Voucher entry.
Result
Full manual control over tax account selection.
No interaction with Tax Master records.
Option 2: Auto Pick If One Record Exists
When this option is enabled:
The software automatically picks Tax Accounts if only one record exists for the selected GST Tax type.
Example
Select Auto Pick If One Record Exists.
Save the configuration.
Initiate a new Journal Voucher entry.
Select the GST tax head.
Result
Since only one matching Tax Master record exists:
The tax accounts are automatically picked by the software.
No manual selection is required.
Option 3: Auto Pick First Record
When this option is enabled:
The software automatically selects the first available Tax Master record linked to the selected tax head.
Example
Select Auto Pick First Record.
Save the configuration.
Create a new Journal Voucher entry.
Select the GST tax head.
Result
As soon as the tax head is selected:
The first available Tax Master record is automatically selected.
The corresponding tax accounts are populated instantly.
Option 4: Prompt Tax Master for Multiple Records
When this option is enabled:
The software displays a selection window whenever multiple Tax Master records are available.
Users can choose the appropriate tax type before proceeding.
Example
Select Prompt Tax Master for Multiple Records.
Save the configuration.
Create a new Journal Voucher entry.
Select the GST tax head.
Result
A prompt window appears displaying the available Tax Master records.
Select the required Tax Type.
Confirm the selection.
The system then automatically populates the corresponding tax accounts based on the selected Tax Master record.
Key Benefits
Faster Journal Voucher entry.
Reduced manual tax account selection.
Improved GST accounting accuracy.
Consistent use of Tax Master configurations.
Lower risk of selecting incorrect tax accounts.
Best Practice Tips
Use Auto Pick If One Record Exists when each tax type has a unique Tax Master mapping.
Use Auto Pick First Record when a default tax account should always be applied.
Use Prompt Tax Master for Multiple Records when multiple tax structures exist and user selection is required.
Regularly review Tax Master configurations to ensure accurate account mappings.
Final Outcome
The Pick Tax A/c Auto from Tax Master feature enables Logic ERP to automatically select tax accounts during Journal Voucher entry based on predefined Tax Master records. Depending on the selected configuration mode, the system can auto-pick a single matching record, select the first available record, or prompt the user to choose from multiple tax records, ensuring faster and more accurate accounting transactions.
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