How to Create Payment Voucher?

Overview

Prerequisite : users with roles & permission 'Account'.

Payment voucher is not an accounting transaction. It is more like governance and control element introduce in managing the expenses. Typically, a payment voucher will be issued when there is a payment that needs to be made by the office. Payment voucher must be approved in order to initiate the payment to vendor or supplier.

Create Payment Voucher

Follow these simple steps to produce a payment voucher;

1. Go to Accounting > Payment Voucher
2. Click on Create Voucher
3. Enter all relevant information. Notice any input field that has red asterisk * mark. Users must enter the information at that input field.
4. Users have the option to either Save as Draft or Approve depending on the users's role and permission. Users can also click Save & Submit for Approval to the Partner.
5. If you are the user with Account role, you may click Approve to complete the payment voucher creation.