Learn How to Verify Voucher in SwilERP Software

Verify Voucher

How to Verify a Voucher in SwilERP Software

A voucher is a document used by a company's accounts payable department containing the supporting documents for an invoice. A voucher is essentially the backup document for accounts payable, which are bills owed by companies to vendors and suppliers.

Overview: Verify Voucher in SwilERP

Verification of Vouchers report provides the Vouching facility to the Auditor by displaying all the transactions. The users can audit all the voucher transactions, and they can do the required editing here. They can also view the voucher transactions here; after verifying the voucher, you can post it. 


SwilERP software has provided you with the option of Verify Voucher. To open this feature, you have to go  Accounts section. Follow the below procedure for How to Verifying Voucher:

Start with Login in the SwilERP dashboard to initiate the process:

Step 1:- Go to the Transaction Series Window

Before verifying the voucher, you must go to the "Transaction Series" window and edit the transaction series to whom you want to verify vouchers. (For example- Purchase Invoice, Purchase Dr/Cr notes, sales invoices, Sales Dr/Cr Notes, etc.)  To know the process of it, follow the below easy steps:-
  1. Go to the Masters > Others > Transaction Series.
Reference Window:
SwilERP Dashboard Window

In the Transaction Series Window:
  1. In the next slide, select the Transaction name which you want to verify the voucher.
  2. Now select the Edit tab.
Reference Window:
Transaction Series Window
  1. Select the Series Details section.
  2. The next step is to untick the Auto Verify Voucher option.
  3. Then click on the Save tab.
Reference Window:
Transaction Series Window

Step 2:-  Create an Invoices

After changes in the transaction series, you have to create new bills (for example- Purchase invoice, Sales invoice, Purchase Dr/Cr notes, etc.)

Step 3:- Verify Voucher

Now the step is how to verify Vouchers:-

  1. Go to Accounts > Verify Voucher.
Reference Window:
SwilERP Dashboard Window

How to verify the Voucher in the next appearing window:
  1. Go to the Home tab.
  2. Select the Date Range 'From to To', and details will show accordingly.
  3. Select the View tab.
  4. You can click on the Edit tab if you want to make any changes to the elements.
  5. If you like to view a transaction, select that Voucher and click on the Open Transaction tab.
  6. Select the Transaction option, and you can see all the transactions here.
  7. To verify the Voucher, tick the mark in the given check box and click on the Post tab.
Reference Window:
Verify Voucher Window

How to Print/Preview and Export of verifying voucher:

  1. Go to the Display tab.
  2. To take the printout, click on the Print and Preview tab.
  3. Click on the 'T' point and select the export format in which you want to export the vouchers. 
Reference Window:
Print & Export Tab Window

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