This help covers the voucher types in Netvisor. Open voucher types by selecting Financials > Bookkeeping settings > Voucher types.
Voucher types are predefined when a company is established in Netvisor. You can also manually change the voucher types.
If you want to maintain the traditional voucher number sequence by dates, open a separate voucher type for each transaction source.
In the Netvisor system, the posting chain is maintained regardless of the voucher and voucher type numbering.
Each transaction has its own internal identification information in the system.
Transactions are always linked between ledgers and bank statements.
In the voucher types view, you can add and delete voucher types, as well as maintain their information.
Edit the identifier of the voucher type.
Edit the name of the voucher type.
Edit the archiving method of the voucher type.
Create new: Use this when you want to create a new voucher type in the system.
Enter language translations for the voucher type.
Define the archiving method for the voucher.
Note that the archiving method defined for the voucher type does not automatically appear in the financial statements from the voucher type settings.
If necessary, add the archiving text yourself in the financial statements settings under "Accounting and voucher type settings".
Read more about the financial statements settings here.
Editing: Open voucher type editing by selecting the voucher type identifier.
Edit the voucher type information as needed.
You cannot change the name of the "Automatic financial statement entries" voucher type.
You cannot change the name of the "System generated" voucher type.
Deleting: Delete a voucher type in the voucher type editing view by selecting the voucher type identifier.
You cannot delete a voucher type if it is set as a default voucher type.
You cannot delete a voucher type if it is in use on a voucher.
Set default voucher types: Define which transaction creates which voucher type.
Frequently asked questions
Where can I find the voucher types in Netvisor?
You can find the voucher types by selecting Financials > Bookkeeping settings > Voucher types.
Can I change the predefined voucher types?
You can manually change voucher types in the voucher types view by editing the voucher type identifier, name, and archiving method.
How do I maintain the traditional voucher number sequence by dates?
Open a separate voucher type for each transaction source to maintain the traditional voucher number sequence.
How do I create a new voucher type?
Open the voucher types view, select Create new, enter language translations for the voucher type, and define the archiving method for the voucher.
Why can’t I delete a voucher type?
You cannot delete a voucher type if it is set as a default voucher type or if it is in use on a voucher.
Where do I define which voucher types different transactions use?
Define the default voucher types under Set default voucher types, where you specify which transaction creates which voucher type.
Keywords: voucher type, voucher types, new voucher type, creating new voucher type, editing voucher type, deleting voucher type, default voucher types
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.