Default Cash A/c

YouTube: How to Set Up a Default Cash Account in Sale Bill?

How to Set Up a Default Cash Account in Sale Bill?

This tutorial explains how to configure a default cash account that is automatically selected during the billing process in Logic ERP.


Access Sales Voucher Configuration

  • Open the Sales Voucher Configuration window.

  • Select the relevant billing series.

  • Under "Other Settings - 1", click on "Other Settings".

  • Then navigate to "Defaults - 1".

  • Locate the option labeled as:

    "Default Cash Accounts"

  • This field displays a dropdown list of all predefined cash accounts available in the system.


Implement Without Setting a Default

  • Leave the Default Cash Account field blank.

  • Proceed to the billing screen and initiate a new transaction.

  • Observe:

    • The Cash Account field is empty.

  • You must manually select a cash account from the available list to proceed with billing.


Implement With Default Cash Account

  • Return to the Sale Voucher Configuration.

  • Under Other Settings, select a Default Cash Account from the list.

  • Save the configuration.

  • Open the billing screen again and start a new transaction.

  • You’ll now notice:

    • The Cash Account field is pre-filled with the selected default cash account.

  • This saves time and reduces manual input errors during billing.


Conclusion

By setting a Default Cash Account, you streamline the billing process, ensuring consistency and efficiency across all transactions.

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