Allow Branch Selection in Cash/Bank/Journal Vouchers at the time of Data Entry.

YouTube: How to Allow Branch Selection While Entering Cash/Bank/Journal Vouchers?

How to Allow Branch Selection While Entering Cash/Bank/Journal Vouchers?

In this tutorial, we will demonstrate how to enable the branch selection option in Cash, Bank, and Journal Vouchers during data entry in Logic ERP. By default, the branch field remains disabled, but you can easily activate it through a setting in the Logic Admin Panel.

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Default Behavior Overview

• While entering data in Cash, Bank, or Journal Vouchers, the Branch Name field is disabled by default.

• This restricts users from selecting or modifying the branch at the time of voucher entry.

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Enable Branch Selection in Logic Admin

• Open the Logic Admin Panel.

• Navigate to the "Global Settings" and click to "Account Voucher".

• Locate and enable the feature labeled as: “Allow branch selection in Cash/Bank/Journal vouchers at the time of data entry”

Let's proceed with this option turned on to understand its practical implications in Voucher entry.

• After enabling the setting, save the configuration.

• Restart Logic ERP to apply the changes.

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Verify the Feature in Data Entry

• Open the Cash Entry, Bank Entry, or Journal Voucher window.

• You will now observe that the Branch Name field is enabled.

As shown, the Branch dropdown is enabled to allow selection of the appropriate branch.

• Users can select the appropriate branch during the voucher entry process.

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Conclusion

Enabling the “Allow branch selection in Cash/Bank/Journal vouchers at the time of data entry” option empowers users to associate the correct branch with each transaction, ensuring accurate reporting and branch-level tracking.