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Create Journal Voucher

How to Create Journal Voucher in SwilERP Software


Meaning of Journal Voucher

Journal Vouchers are used to process current accounting entries, allocations, and corrections for which other means of entry into the financial system are unavailable. In SwilERP, a journal voucher is created for expense entries. Direct, Indirect expenses, other transactions of business, etc are included in journal voucher entries. With this, users can also adjust the amount of invoices. To create a journal voucher, have a look at the below-given process.

Start with login in SwilERP dashboard to initiate the process

  1. Go to the Accounts> Transactions> Voucher> Journal Voucher.
Reference image:

SwilERP Dashboard Window

Here is the Process of Creating a Journal Voucher

A new window of journal voucher will appear on the next slide:
  1. The process to do Debit entry:
    1. Select the Account name from the drop-down list or users can create it manually (For example- you are selected office expense as the account name).
    2. Account Group or Party name is automatically filled after selecting the account name.
    3. Now, enter the Debit amount that amount you are paying.
  1. The process to do Credit entry:
    1. Select the Account name as cash in hand or another ledger from which you want to create the entry.
    2. The Credit amount is automatically filled in the dialog box.
    3. If a user wants to give a narration of a particular entry, enter it in the Narration column.
  1. Save the window with the given option.
Reference image:
Journal Voucher Window
Note: If the user wants to adjust the invoice amount, select the customer name and further details will automatically be filled. Enter the amount and click on the Adjustment column.

Create Ledger Account

Now, if you want to create a new ledger account in the same window,  you can make it from the New option. Follow the below-mentioned steps to create the ledger account.
  1. While selecting the account name, you've see the New tab.
  2. Click on the New tab to create it.
  3. Then, you will see a new window for creating a ledger account.
  4. Select the Group Name under which group you want to update the ledger. (i.e. capital account, direct/indirect expense, current liabilities/ assets, etc)
  5. Enter the Name of the ledger account which you want to create.
  6. If you want to update other details then you can update it in the columns.
  7. Save the window with the given option.

Reference image:

Ledger Account Window



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