Introduction
A voucher is the primary online document for recording transactions. Transaction recording and analysis are greatly facilitated by having specific formats for different types of transactions. Tally provides 16 different predefined voucher formats or what it calls predefined types of vouchers. These are used for recording various transactions. A payment voucher is used for all types of payments, a receipt voucher for all types of money receipts, a sales voucher for recording sales transactions, and so on.
These predefined vouchers fulfil your normal transaction needs. They pertain to both accounting and inventory. Some of these vouchers can also be used differently according to the situation, e.g., sales vouchers can be used as invoices, vouchers can be post-dated, etc. Such use can be decided at the time of voucher entry by selecting the appropriate button.
The predefined voucher types can be displayed as follows:
Gateway of Tally > Display > List of Accounts > <Ctrl>+<V> [Voucher Types]
Tally acknowledges the special requirements of some users for more voucher types. These arise in cases like when you need the same voucher but in different names or separate series of numbers.
Examples include Cash Payment Vouchers and Bank Payment vouchers where the relevant predefined voucher is Payment Voucher. You may have two or more sets of Sales Vouchers for different kinds of sales transactions e.g. Credit Sales, Cash Sales, etc.
You would need to alter a voucher type to change default settings for different information appearing in vouchers. Using F12: Configure, you can further configure a voucher.
Alter a predefined voucher type
Even if you do not need extra voucher types, you would normally alter the predefined voucher types to customise them according to your needs, e.g., to control their numbers.
Display or alter each voucher type (by pressing enter or double clicking) after Gateway of Tally > Display > List of Accounts > Ctrl+V Voucher Types
We shall create a new voucher type to explain the different features. It would also be applicable to alteration of voucher types including predefined types.
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