Voucher Types

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

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