The update process of the Vouchers is as follows:
Navigation: Menu > Vouchers App > Listview > Select the Voucher > Edit (Pencil Icon)
If user wants to update the already existing Voucher details, user needs to click on ‘Edit’ option at the top right corner and fill in the required details.
Edit Voucher
| Field Name | Description |
| Voucher Date | System automatically shows the Voucher date as when it is created, if user wants to change it, set a Voucher date from the calendar |
| Ref No | The system automatically shows the reference number of the Voucher; if user wants to change it, enter the reference number of the Voucher |
| Ref Date | The system automatically shows the reference date of the Voucher; if user wants to change it, set the reference date from the calendar |
| Series | The system automatically shows the series of the Voucher selected while the creation process; if user wants to change it, select from the drop-down list |
| Is Single Account | The system shows whether or not the Toggle is enabled. If user wants to change it, click on the Toggle. The Toggle turns to Green in color when enabled and Red when disabled |
| Account Details | |
| Account Name | The system automatically shows the Ledger name of the Voucher; if user wants to change it, select the Ledger name from the drop-down list |
| Debit | The system automatically shows the adjusted amount (Debit); if user wants to change it, enter the adjustment amount(Debit amount) of the Ledger |
| Credit | The system automatically shows the adjusted amount (Credit); if user wants to change it, enter the adjustment amount (Credit amount)of the Ledger |
| Description | User can comment or enter short notes about the Vouchers |
Apply the required details and click on Save.
Updates in Details Portlet
The update process of the Voucher Number is as follows:
Navigation: Menu > Vouchers App > Listview > Select the Voucher > Details Portlet > Voucher And Journal Details Widget > Edit (Pencil Icon)
If user wants to update the already existing Voucher number, user needs to click on ‘Edit’ option at the top right corner of the Voucher And Journal Details widget.
Edit Voucher Number
| Field Name | Description |
| Voucher No. | The system automatically shows the Voucher number assigned while creation process; if user wants to change it, enter the Voucher number in the field |
Apply the required details and click on Save.