To create a voucher type
Go to Gateway of Tally > Accounts Info. or Inventory Info. > Voucher Type > Create.
Enter the Name of the voucher.
Select the Type of Voucher.
Enter the abbreviation in the Abbr. field, if required.
Select the required Method of Voucher Numbering from the Types of Numbering list.
The Types of Numbering list appears as shown below:
Select Automatic for auto numbering the vouchers.
Enable Use Advance Configuration to allow advanced configuration for automatic numbering vouchers.
To know more, see Use Advance Configuration.
Select Automatic (Manual Override)Set Prevent Duplicated to Yes to avoid duplicate voucher numbers during entry. You can enable this option only if there are no transactions of this voucher type.
Enable Use Advance Configuration to allow advanced configuration for automatic numbering vouchers.
To know more, see Use Advance Configuration.
for auto numbering the vouchers and to manually override the auto numbering, if required. For example, if the voucher number is 10, you can manually override the voucher number as required, say 21. The next voucher number will be 22.
Select Manual for numbering vouchers manually.
Set Prevent Duplicated to Yes to avoid duplicate voucher numbers during entry. You can enable this option only if there are no transactions of this voucher type.
Select Multi-user Auto to enable allotment of subsequent voucher number in a multi-user environment.
For more information on multi-user auto, see Multi-User Voucher Numbering.
Select None to disable numbering the vouchers.
Enable Use EFFECTIVE dates for vouchers to enter effective dates for vouchers.
Note: Select this option if you have a transaction under consideration for overdue/ageing analysis recorded currently but will come into effect on another date. If the effective date is entered, the overdue/ageing will be considered from the effective date and not from voucher date.
Enable Make 'Optional' as Default to set your voucher to optional voucher by default.
Note: For Memorandum and Reversing Journal voucher the option Make Optional as Default is not available.
Enable Use Common Narration to give a common narration for voucher.
A common narration screen for voucher appears as shown below:
Enable Narrations for each entry if you want to give a separate narration for each entry of a voucher. This would be applicable for a multiple entry voucher where you want separate details for each entry.
The narrations for each entry appears as shown below:
For Delivery Note, Receipt Note, Sales order, Purchase order, Physical Stock, Stock Journal, Rejection In and Rejection Out, the option Narration for each entry is not available.
Enable Print after saving voucher to print every voucher after entering it.
Note: Depending on the Type of Voucher selected to create or alter, different printing features appear in this field. For example, if you select Receipt as Type of Voucher, the option Print Formal Receipt after saving will be displayed.
Set Use for POS Invoicing to Yes to use the sales invoice as POS invoice.
Set the Default Print Title to print the same title for POS invoice.
Note: Default print Title option will appear only in Sales Voucher Type.
Select the bank in Default Bank Name option to print the default bank ledger when the option Print Bank Details is enabled in a Sales voucher.
Enter the Default Jurisdiction to be printed on the invoice, if required.
Create a voucher class in the Name of Class field, if required.
The completed Voucher Type Creation screen appears as shown below:
Press Enter to save.
For more details on voucher class, see Voucher Class.
While creating a Stock Journal Voucher Type, the option Use Manufacturing Journal is enabled.
The Voucher Type Creation screen appears as shown below:
See Creating a Bill of Material for more details.
'Creating Voucher Types' has been shared with