User Guide for the Customer Receipt Voucher Screen

User guide for the Customer Receipt Voucher screen in Smart Pro ERP Financial system:

1. Log in to Smart Pro ERP Financial system using your credentials.
2. Once logged in, go to the vouchers menu and open the Customer Receipt Voucher screen.
3. Click "New": Click this button to create a new receipt voucher.

• Payment Method field: Select the payment method used in the receipt voucher, such as cash, cheque, bank transfer, and so on.
• Cash Box field: Select the cash box linked to the receipt voucher from the drop-down list, if this feature is available in the system.
• Cost Center field: Select the cost center linked to the receipt voucher from the drop-down list, if this feature is available in the system.
• Voucher Number field: The voucher number is assigned automatically based on a sequence defined in the system.
• Voucher Date field: Select the receipt voucher date using the calendar available in the system.
• Description field: Enter any additional information or a description for the receipt voucher if needed.
• Amount field: Enter the amount received in the receipt voucher.
• Employee field: Select the employee responsible for the receipt voucher from the drop-down list, if this feature is available in the system.
• Print Template field: Select the print template used to print the receipt voucher, if this feature is available in the system.

1. After entering all required data, you can use the buttons available in the page header to perform the following actions:

• "Save": Click this button to save the changes made to the receipt voucher.

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• "Delete": Click this button to delete the receipt voucher.
• "Print": Click this button to print the receipt voucher.
• "Restore Data": Click this button to restore previously saved data for the receipt voucher.
• "Export to Excel": Click this button to export receipt voucher data to an Excel file.

Navigation and search buttons:

• Use the following buttons to navigate and search within the receipt voucher screen:
• > : Move to the next record.
• <: Return to the previous record.
• >]: Move to the last saved transaction.
• [<: Move to the first saved transaction.
• 🔍: Search using the transaction number you want to review or view

Receipt Voucher Table: This allows you to select accounts, view them, and edit them

1. Account Number: Displays the name of the financial account linked to the amount received in the receipt voucher.
2. Account Name: Displays the name of the financial account linked to the amount received in the receipt voucher.
3. Analytical Account: Indicates the analytical financial account linked to the amount received. The analytical account may be used to define a category or additional details for the amount.
4. Description: Provides a field to enter additional information or details about the receipt voucher.
5. Amount: Displays the amount received in the receipt voucher.

Using these buttons, you can manage customer receipt vouchers in Smart Pro ERP Financial system efficiently and easily.