This guide covers the voucher types in Netvisor. You can find the voucher types in Netvisor by navigating to 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, a separate voucher type is opened for each event source. In the Netvisor system, the posting chain is maintained regardless of the voucher and voucher type numbering. Each event has its own internal identification information in the system, and events 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. The identifier, name, and archiving method of the voucher type can be edited.
Create New: This allows you to create a new voucher type in the system. Language translations and the archiving method for the voucher can be assigned to the voucher type. The archiving method defined for the voucher type does not automatically appear in the financial statement from the voucher type settings, but the user can add the archiving text themselves in the financial statement settings under "Accounting and Voucher Type Settings". More information on financial statement settings can be found here.
Editing: You can access the editing of a voucher type by clicking on the voucher type identifier. The names of "Automatic Financial Statement Entries" and "System Generated" voucher types cannot be changed.
Deleting: Deletion is done in the Voucher Type Editing view, which can be accessed by clicking on the voucher type identifier. A voucher type cannot be deleted if it is set as the default voucher type or if it is in use on a voucher.
Set Default Voucher Types: Define which event creates which voucher type.
Keywords: voucher types, editing voucher type, deleting voucher type, default voucher types
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