Explanation of the correct way to add a supplier voucher in the system and clarification of all required fields to complete the process.
The Answer:
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To add a supplier voucher, you can follow the following steps:
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From the Purchases dropdown menu, select Supplier Vouchers to go to the vouchers page.
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Click on Create New Voucher at the top of the page. Or
from the Purchases dropdown menu, select Purchase Invoices then click on Create Supplier Voucher at the top of the page. -
Enter the following details:
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Reference Number: A sequential number is displayed automatically, and you can change it.
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Vendor Name: Select from the previously entered suppliers list.
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Account: Select the account (such as bank account or cash) from which the amount will be paid or increased.
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Voucher Type: Select Receipt Voucher or Payment Voucher.
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Voucher Description: Write a brief description of the voucher if available.
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Date: Select the appropriate date.
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Amount: Enter the specified amount for the voucher.
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Selecting the Invoice Associated with the Voucher:
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If you check the mark, the voucher will be allocated to one of the old invoices according to age.
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If you do not check the mark, you can select the relevant invoice from the list below and allocate a specific amount to it.
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Additional Information:
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You can link the voucher to a project or additional fields (after initializing them in the additional fields settings).
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After completing the entry, click Save to add the new voucher.
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You will be automatically transferred to the Voucher Management page to view the added vouchers.
You can also sort vouchers according to available options such as (All Vouchers, Supplier Vouchers, Customer Vouchers). -
You can export vouchers to an Excel file if desired by clicking the export icon at the top of the vouchers page.
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Vouchers (Customer Vouchers and Supplier Vouchers) cannot be imported through an Excel template and must be added directly through the system.
