Add to Favourites

Create Post-dated Voucher in TallyPrime

In TallyPrime, you can mark vouchers as post-dated to record transactions in advance without affecting your regular books of accounts immediately. These vouchers are updated in the ledgers only when the date of the last entry reaches or passes the voucher date.

For example, if you issue post-dated cheques for monthly instalments, you can record the payment vouchers in advance. TallyPrime updates the ledgers on the respective due dates, helping you plan and track future payments.

In the Payment voucher:

1. Press F2 (Date) to enter the date on which the voucher will be effective.
2. Press Ctrl+T (Post-Dated) to mark the voucher for post-dated.
3. In the Bank Allocation screen, enter the PDC issue date and PDC note.
4. Enter the necessary details, and press Ctrl+A to save the voucher.

The voucher is now marked as post-dated and will not affect the regular books until its voucher date becomes effective.

View Post-Dated Voucher Register

1. Press Alt+G (Go To) > type or select Post-Dated Vouchers.
2. Filter voucher entries in the Post-Dated Vouchers Register.
   
   1. In the Post-Dated Vouchers Register, press Ctrl+B (Basis of Values).
   2. Under Type of Voucher Entries, select the required option:
      
      • Accounting Entries Only: to view only accounting entries.
      • Inventory Entries Only: to view only inventory entries.
      • All Vouchers: to view both accounting and inventory entries (default).

Questions & Answers

1. How can I include post-dated vouchers in the Ledger Vouchers report?
   To include post-dated vouchers in the Ledger Vouchers report:
   1. Press Alt+G (Go To) > type or select Ledger Vouchers.
   2. Select the required ledger.
   3. Press Alt+F8 (Incl Post-Dated) to include post-dated transactions in the report.
      The voucher numbers of post-dated transactions appear with the prefix (Post-Dated). The report period also expands automatically to include the dates of these transactions.
2. Do post-dated vouchers affect the regular books of accounts immediately?
   No. Post-dated vouchers do not affect the regular books of accounts until their voucher dates become effective. They are then updated in the ledgers automatically.
3. Can I include post-dated vouchers in Scenarios?
   No. Post-dated vouchers are not available for selection in Scenarios.