Save Cash/Bank/Journal Vouchers before Printing

YouTube: How to Enable Saving of Cash, Bank, and Journal Vouchers Before Printing?

How to Enable Saving of Cash, Bank, and Journal Vouchers Before Printing?

In this tutorial, we will learn how to enable a setting in Logic ERP that allows Cash, Bank, and Journal Vouchers to be automatically saved before printing. This eliminates the need for manual saving after each print operation, streamlining the data entry workflow.

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Understand the Default Behavior

• By default, after printing a Cash, Bank, or Journal Voucher, the user must manually click the Save button to finalize the entry.

• This can lead to missed saves or additional steps during high-volume data entry.

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Enable Auto-Save Before Printing via Logic Admin

• Open the Logic Admin Panel.

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

• Locate and enable the option labeled as: “Save Cash/Bank/Journal Vouchers before Printing”

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

• This setting ensures vouchers are automatically saved before initiating the print process.

• After enabling the setting, save your changes.

• Restart the Logic ERP software for the changes to take effect.

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Alternative Configuration (Per Series Basis)

• The same option is available within the voucher configuration settings for Cash, Bank, and Journal vouchers.

• However, when set there, it must be configured individually for each billing series.

• Enabling the setting from Global Settings applies the rule globally across all series and branches.

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Verify the Functionality

• Create a Cash Payment Entry.

• Click on Print.

• Observe that the voucher is automatically saved before the print action is executed.

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Conclusion

Enabling the “Save Cash/Bank/Journal Vouchers before Printing” option improves operational efficiency by eliminating the need to manually save vouchers after printing. This is particularly useful in high-transaction environments where speed and accuracy are critical.