Voucher Process

Voucher → Voucher Process

Voucher Process Page

/voucher/voucher-process

Field Name	Type	Description
Employee	Search / Select	Filter by employee (supports multiple selection)
Client	Search / Select	Filter by client (supports multiple selection)
Unit	Select / Create	Filter by unit (supports multiple selection)
Month	Dropdown	Select voucher month
Year	Dropdown	Select voucher year
Type	Dropdown	Select voucher type (e.g., Travelling Allowance, Bonus Allowance)

The voucher process page displays different status tabs with counts:

Tab Number	Status	Description
1	Unprocessed	Vouchers not yet processed (count: 2)
2	Processed	Vouchers that have been processed (count: 0)
3	Stopped	Vouchers that have been stopped (count: 0)
4	Branch	Vouchers sent to branch (count: 0)
5	Billing	Vouchers sent for billing (count: 0)
6	Account	Vouchers sent to accounts (count: 0)
7	Account Verified	Vouchers verified by accounts (count: 0)
8	Locked	Vouchers finalized and locked (count: 0)

Column Name	Description
S.No	Serial number with checkbox for selection
Employee Code	Unique employee identifier
Employee Name	Name of the employee
Head Name	Voucher head/type (e.g., Travelling Allowance, Bonus Allowance)
Actions	Action icons (Delete, Settings)

Action	Button Color	Behavior
View	Purple	Fetches and displays voucher records based on filters
Reset	Gray	Clears all search filters and selections
Process Selected	Gray	Processes selected voucher records
Delete Voucher	Red	Deletes selected voucher records

Icon	Color	Action
Delete	Orange/Red	Delete individual voucher record
Settings	Orange	Edit/Configure voucher settings

Create/View Vouchers
- Use search filters to find specific vouchers
- Click "View" to display matching records
Unprocessed Status
- New vouchers appear in "Unprocessed" tab
- Select vouchers using checkboxes
Process Vouchers
- Click "Process Selected" button
- Vouchers move from "Unprocessed" to "Processed" status
Status Progression
- Processed → Stopped (optional)
- Processed → Branch → Billing → Account → Account Verified → Locked
Delete Vouchers
- Select voucher(s) using checkboxes
- Click "Delete Voucher" button to remove records

Field	Validation
Employee	At least one employee must be selected
Month	Valid month must be selected
Year	Valid year must be selected
Selection for Process	At least one voucher must be selected
Selection for Delete	At least one voucher must be selected

Scenario	Message Type	Message
No records found	Error	"No records found matching the criteria." (shown in red banner)
Vouchers processed	Success	Vouchers successfully processed
Vouchers deleted	Success	Vouchers successfully deleted
No selection	Warning	Please select at least one voucher

Common voucher head names include:

Filter Before Processing
- Always use filters to narrow down vouchers
- Verify the correct month and year before processing
Bulk Operations
- Use "Select All" checkbox for bulk processing
- Review selected items before confirming actions
Status Tracking
- Monitor voucher counts in each status tab
- Ensure vouchers progress through proper workflow stages
Data Verification
- Verify employee and voucher details before processing
- Use "View" to preview before taking actions

End of Documentation

Pay Voucher Voucher Branch