Frontend
Voucher
Voucher Branch

Navigation Path

Voucher → Voucher Branch

Voucher Approval Branch

URL

/voucher/voucher-ok-by-branch

Page Description

  • Displays voucher records that are processed
  • Branch users can review, forward, stop, or reject vouchers
  • Supports multi-selection actions
  • Handles various voucher types

1. Voucher Search Section

Search Fields

FieldDescription
EmployeeSearch employee (supports multiple selection)
ClientFilter by client (supports multiple selection)
UnitFilter by unit (supports multiple selection)
MonthSelect voucher month
YearSelect voucher year
TypeSelect voucher type

2. Voucher Type Options

TypeDescription
ArrearArrear payments
BonusBonus allowance
IncentiveIncentive payments
LeaveLeave encashment
NFHNational Festival Holiday allowance
RefundRefund vouchers
VoucherGeneral vouchers
OJTOn-the-job training allowance
Advance SalaryAdvance salary payments
Dif pay-outDifferential pay-out
ConveyanceConveyance allowance
OT PaymentOvertime payment

3. Voucher Records Table

Table Columns

ColumnDescription
SelectCheckbox for selection
S NoSerial number
Employee CodeEmployee code
Employee NameEmployee name
Head NameVoucher head/type
UnitUnit name
MonthVoucher month
YearVoucher year
StatusCurrent status (Branch)
ActionsView/Edit options

4. Available Actions

Action Buttons (Bottom of Page)

ButtonAction
SearchFetches voucher records based on filters
ResetClears search filters
Forward to BillingMoves selected vouchers to Billing status
Stop Voucher (Selected)Marks selected vouchers as stopped
Reject (Selected)Rejects selected voucher records
Reset SelectionClears all selections

5. Status Transition

ActionResulting Status
Forward to BillingBilling
Stop VoucherStopped
RejectRejected

6. Workflow Process

Step-by-Step Approval Flow

  1. Search & Filter

    • Apply search filters to find relevant vouchers
    • Click "Search" to display records

  2. Review Vouchers

    • Review voucher details in the table
    • Verify employee, voucher type, and amounts

  3. Select Vouchers

    • Use checkboxes to select vouchers for action
    • Select individual or multiple vouchers

  4. Take Action

    • Forward to Billing: Approve and send to billing department
    • Stop Voucher: Temporarily halt voucher processing
    • Reject: Decline the voucher (returns to previous status)

  5. Confirmation

    • System confirms action completion
    • Vouchers move to respective status

7. Rules & Restrictions

  • Only processed vouchers are shown in branch approval
  • At least one voucher must be selected for bulk actions
  • Locked vouchers cannot be modified
  • Rejected vouchers cannot be reprocessed without reverting
  • Stopped vouchers require reactivation before further processing

8. User Permissions

Permission LevelAccess
Branch UserView, Forward, Stop, Reject
Branch AdminAll branch actions + Override
Super AdminFull access to all actions

9. Best Practices

  1. Verification

    • Always verify employee details before approval
    • Check voucher type matches the intended payment

  2. Batch Processing

    • Group similar voucher types for efficient processing
    • Use filters to isolate specific categories

  3. Documentation

    • Review supporting documents before forwarding
    • Ensure all required approvals are in place

  4. Status Tracking

    • Monitor voucher status after actions
    • Follow up on stopped or rejected vouchers

10. Common Scenarios

Scenario 1: Approve Multiple Vouchers

  1. Filter by employee/client/unit
  2. Select all valid vouchers
  3. Click "Forward to Billing"
  4. Vouchers move to Billing status

Scenario 2: Stop Specific Vouchers

  1. Search for vouchers by criteria
  2. Select vouchers to stop
  3. Click "Stop Voucher (Selected)"
  4. Vouchers marked as stopped

Scenario 3: Reject Invalid Vouchers

  1. Identify incorrect vouchers
  2. Select vouchers to reject
  3. Click "Reject (Selected)"
  4. Vouchers returned with rejected status

End of Documentation

Voucher ProcessVoucher Billing