Video tutorial
Tutorial content:
- Demonstration of creating a cash voucher with adding an item
- Example of creating a cash voucher without an item
Create a cash voucher record with adding an item
Click on the FINANCE module in the upper gray bar, and then click on the Cash application in the left navigation bar. Now press the New cash voucher button on the page. In the open form, fill in the friendly name of the document and select the type Paid. Now we can use the picker to add suppliers. By clicking on the New item button, we will add the desired item to the cash voucher. In the form, we fill in the name of the item, check the quantity, and determine the unit price. Now we check the VAT2 field and the Total incl. VAT field. When we're done, we save the item form. In the table Cash voucher items we can now see the item we created. At the end, we click on the Save button. On the Cash vouchers page, we can now see the voucher we created.
Create a cash voucher record without item
Now we will show you how to create a cash voucher without adding the items. So we click on the New cash voucher button. In the open form, we fill in the friendly name of the document and make sure that we have the type set as Paid. Now we can use the picker to add suppliers. Next, fill in the total price Excl. VAT2 field. We check the VAT field and the Incl. VAT2 field. At the end, we save the record of the cash voucher. On the Cash vouchers page, we now see both cash vouchers created by us.