User Guide: Payment Voucher Request Screen

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

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

1. After logging in, go to the requests menu and find the "Payment Voucher Request" screen.

1. Click the "New" button to create a new payment voucher request.

• Branch field: select the branch associated with the request from the available drop-down list.
• Payment method field: select the payment method used in the request from the drop-down list, such as cash, cheque, bank transfer, and so on.
• Cash register field: select the cash register associated with the request from the drop-down list, if this feature is available when you have more than one cash register and branch in the system.
• Cost center field: select the cost center associated with the request from the drop-down list, if this feature is available in the system.
• Voucher number field: the voucher number will be assigned automatically based on the sequence defined in the system.
• Voucher date field: select the payment voucher request date using the calendar available in the system.
• Statement field: enter any additional information or a description of the request if needed.
• Amount field: enter the amount to be paid in the request.
• Reference field: enter any reference or code associated with the request if needed.
• Print template field: select the print template used to print the request, if the template is not the official one, based on the selection in the branches screen or the organization data in the system.
• Comments feature: add any additional comments or notes if needed.

1. Select the accounts associated with the payment voucher in the table on the screen. Use the following columns:

• Serial Number column: a serial number is assigned automatically to each row in the table.
• Account Number column: select the account associated with the payment voucher from the available drop-down list.
• Account Name column: the selected account name will be displayed automatically after selecting the account number from the drop-down list.
• Analytical Account column: if this feature is available in the system, you can select the analytical account associated with the payment voucher.
• Statement column: enter any additional statement or description for the row if needed.
• Amount column: enter the amount associated with each row in the table.

1. After completing the fields and selecting the related accounts, you can click the "Save" button to save the request.

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

• Use the following keys to navigate and search within the Payment 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

1. You can use the search key to find previous or specific records on the screen.

1. After saving the request, you can use the "Print" button (usually F6) to print the payment voucher. The print window will appear, where you can select the print template and other print settings before printing the voucher or saving it as an electronic file.

1. You can also use the "Retrieve" button to view the last previously added payment voucher and edit it if needed.

1. If you want to export the request data to Excel, you can use the "Export to Excel" feature available on the screen. After printing, you can choose the file type for saving or printing on paper. The request data will be saved in an editable Excel file.