Branch Payment Voucher User Guide

User guide for the Branch Payment Voucher 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 look for the "Branch Payment Voucher" or "Branch Voucher Payment" screen.
3. Click "New" to create a new branch payment voucher.

• Branch field: Select the branch linked to the branch payment voucher from the available drop-down list.
• Payment Method field: Select the payment method used in the branch payment voucher, such as cash, cheque, bank transfer, and so on.
• Bank Account field: Select the bank account used for the payment transaction, if this feature is available in the system.
• Accounting Item field: Select the accounting item linked to the branch payment 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 branch payment voucher date using the calendar available in the system.
• Description field: Enter any additional information or a description for the branch payment voucher if needed.
• Amount field: Enter the amount paid in the branch payment voucher.
• Employee field: Select the employee responsible for the branch payment 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 branch payment voucher, if this feature is available in the system.
• Comment feature: Add any additional comments or notes if needed.
• Posting feature: Use this feature to post the branch payment voucher data to the next accounting period.

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 payment voucher.
• "Delete": Click this button to delete the payment voucher if needed.
• "Print": Click this button to print the general payment voucher.
• "Close": Click this button to close the payment voucher screen and return to the previous screen.

1. After saving, you can view current payment voucher records or search for a specific voucher using the search options available on the screen.

• Use the following buttons to navigate and search within the payment 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

Payment 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 paid in the payment voucher.
2. Account Name: Displays the name of the financial account linked to the amount received in the payment voucher.
3. Analytical Account: Indicates the analytical financial account linked to the amount paid. 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 payment voucher.
5. Amount: Displays the amount received in the payment voucher.

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