User Guide: Receipt Voucher Request Screen

User guide for the Receipt Voucher Request screen in Smart Pro ERP Finance:

1. Sign in: Log in to Smart Pro ERP Finance using your credentials.

1. Navigate to the New Receipt Voucher Request screen: After logging in, go to the accounting requests menu and find the "New Receipt Voucher Request" or "Create New Receipt Voucher Request" screen.

1. Create a new request: - "New" key: Click the "New" button to create a new receipt voucher request. - Add from a previous receipt voucher: You can use this option if you want to add financial accounts from a previous request. - Branch field: Select the branch associated with the voucher.

1. Enter your request details: - Payment method: Select the appropriate payment method from the available options. - Voucher number: Enter the voucher number. - Voucher date: Select the voucher date. - Total amount: Enter the total amount associated with the voucher. - Statement: Enter a description or statement for the request.

1. Additional actions: - Save: Click the "Save" button to save the receipt vouchers. - Delete: You can delete the voucher using this option. - Print: You can print the voucher. - Retrieve: You can retrieve receipt voucher requests from the archive if they were previously deleted. - Export to Excel: You can export the request data to an Excel file. - More options: You can access additional options such as search, navigation, sorting, and display formatting.

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

• Use the following keys to navigate and search within the Receipt Voucher Request 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

The journal entries table allows you to select accounts, browse, and edit.

1. Receipt Voucher Request Table: Request information is displayed in a table including the following fields: financial account number, financial account name, amount.

Using these steps and keys, you can manage receipt voucher requests in Smart Pro ERP Finance efficiently and easily.