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ModulesFinancePayment Voucher Verification

Voucher Verification

The Voucher Verification section in Acharya ERP displays a list of all payment vouchers that have been created and are pending verification. Users can view, approve (verify), or cancel payment vouchers directly from this section.


Key Features

  • Voucher Listing: View all created payment vouchers with details such as amount, payee, school, creator, date, remarks, and status.
  • View Voucher Details: Click on any voucher to open a pop-up with full voucher details, including debit/credit entries, narration, and attachments.
  • Verify Voucher: Approve (verify) a payment voucher by clicking the “Verify” button in the details pop-up. Verified vouchers are marked as “Verified” in the list.
  • Cancel Voucher: Cancel a payment voucher if it is not required.
  • Search, Filter, and Export: Search, filter, and export the voucher list for reporting or analysis.
  • Audit Trail: Track who verified, cancelled, or updated each voucher.

Architecture Diagram


Functional Flow

  1. View Voucher List:
    See all payment vouchers with columns for verification status, attachment, amount, payee, school, creator, date, remarks, and cancel option.

  2. View Voucher Details:
    Click on a voucher to open a pop-up showing all details, including voucher number, date, particulars, debit/credit amounts, narration, and attachments.

  3. Verify Voucher:
    In the pop-up, click the “Verify” button to approve the voucher. The voucher will be marked as “Verified” in the list.

  4. Cancel Voucher:
    Use the cancel option to void a voucher before it is verified.

  5. Search, Filter, and Export:
    Use search and filter tools to locate specific vouchers. Export the list for reporting.

  6. Audit Trail:
    Track all actions (verification, cancellation, updates) for compliance and transparency.


Field Specifications

FieldDescription
VerifyVerification status (Verified/Pending)
AttachmentView attached document
AmountVoucher amount
Pay ToPayee name
SchoolSchool/Institute name
Created ByUser who created the voucher
Created DateDate of voucher creation
RemarksRemarks or description
CancelOption to cancel the voucher

Voucher Details Pop-up:

FieldDescription
Voucher NoUnique voucher number
FC YearFinancial year
DateVoucher date
ParticularsDebit/Credit entries
Debit (Rs)Debit amount
Credit (Rs)Credit amount
NarrationTransaction narration
AttachmentSupporting document (if any)
Verify ButtonButton to approve/verify the voucher

Usage

  • View: Review all payment vouchers and their statuses.
  • Verify: Click on a voucher, review details, and click “Verify” to approve. Verified vouchers are marked accordingly.
  • Cancel: Cancel vouchers if not required before verification.
  • Search/Export: Use search, filter, and export features for efficient management and reporting.

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