Creating an Income Voucher

• Note: Before you start, make sure to activate the finance app in your account.

1. Click “Finance” from the main menu.
2. Click “Income Vouchers.”
3. Click “Income Voucher.”
4. Fill in the income voucher details as follows:

Amount:

• Select the currency for the income voucher from the dropdown attached to the amount field.
• Enter the value or amount of the income voucher.
• Note: If you choose to split the voucher across multiple accounts (see “Splitting the Income Voucher Across Multiple Accounts” below), the “Amount” field becomes read-only and is automatically calculated from the sum of the amounts entered in the rows.

Description: Enter any notes or additional guiding details describing the income voucher. This field appears alongside the “Amount” and “Attachments” fields in the same row.

Code Number: A required field — a sequential number identifying the income voucher. You can change the number and control the sequence format from the “Sequential Numbering Settings” in your account.

Date: A required field — select the date the income voucher is added to the system from the calendar.

Attach a Receipt Image: You can attach a receipt image by clicking the “Upload” button and selecting the image from your device, or simply by dragging and dropping it. Allowed formats: pdf, doc, docx, xls, xlsx, csv, jpg, png, gif, zip, jpeg.

Recipient: Select the recipient of the income voucher from the dedicated field. This field appears alongside the “Category” and “Treasury” fields in the same row.

Category: Select a category from the dropdown, or add a new income voucher category directly from the same field. For more details on entering this data, see the “Income Voucher Categories” guide.

Treasury: Select the treasury or bank account into which the income voucher amount will be collected.

• Note: “Treasury” options only appear if more than one treasury or bank account has been added to the program. For more details, see the “Treasuries and Bank Accounts” guide.

Sub-account: You can redirect the credit side of the income voucher by selecting the required account from the searchable dropdown (by name or code). The default value for this field is “Auto.”

• Note 1: You can enable a setting that requires users to select a sub-account when saving income vouchers, from “Finance” → “Finance Settings” → “General Settings,” then enable the “Income Account Required” option.
• Note 2: If no sub-account is selected, the system automatically directs the income voucher to the “Other Income” account.

Recurring: Enable this option if you want the income voucher to repeat periodically, then select the “Frequency” (weekly, every 2 weeks, every 4 weeks, monthly, every 2 months, every 3 months, every 6 months, yearly, every 2 years) and an “End Date” for this recurrence. For more details, see the “Recurring Income Voucher” guide.

Assign Cost Centers: This option only appears if cost centers have already been added to your account. Enable it to link all or part of the income voucher value to one of the cost centers.

Splitting the Income Voucher Across Multiple Accounts

If you want to create a multi-account income voucher, click “Multiple” above the “Sub-account” field — an “Accounts” table appears at the bottom of the page, where you fill in the data as follows:

1. Sub-account: Click “Default Account” in each row, then search for and select the required account.
2. Description: Enter the description specific to each sub-account linked to this transaction.
3. Amount: Enter the amount value against the selected sub-account in each row — the total income voucher amount is calculated automatically by the program based on the entries in all rows.
4. Taxes: Select the tax type to apply to the income voucher value for that specific line item, from the dropdown.
5. Cost Center: Select the cost center to assign to the income voucher value for the sub-account in that row.
6. Click “Add” to add a new row, and repeat the previous steps for each account you want to split the income voucher across.
7. To delete a row, click the delete icon at the end of the row.
8. To return to entering a single account, click “Single Account” above the accounts table.

Note: When “Multiple” mode is enabled, the single “Sub-account” field is hidden, since the account, tax, and cost center are set per row within the table instead.

Saving the Income Voucher

At the bottom of the page, the following options are available:

• Save as Draft: Save the income voucher without finalizing it, so you can review or complete it later.
• Cancel: Discard adding the voucher and return to the income vouchers list.
• Save: Issue the income voucher directly. Next to this button, you can click the adjacent arrow to choose:
  • Save & Print: Save the voucher and print it directly.
  • Save & Add New: Save the current voucher and go directly to the form for adding a new income voucher.