.svg){kind=small}
How to select voucher name, voucher type, ledger, profit?
Complete guide for configuring voucher details in the AutoSale module. Learn how to set dates, fill voucher information, and submit your configuration successfully.
Important: Complete Voucher Configuration Process
Follow all steps in sequence to ensure proper voucher setup. Each field is important for accurate transaction processing and accounting records.
Step-by-Step Voucher Configuration Guide
Open AutoSale Module
Start by accessing the AutoSale module from your Taxlink dashboard to begin the voucher configuration process.
Step 1: Open AutoSale Module - Click image to view full size
Key Actions:
- Navigate to your Taxlink dashboard
- Locate the AutoSale module in the right sidebar
- Click on AutoSale to open the module
- Wait for the interface to load completely
Fill Sales From and Sales To Dates
Configure the date range by setting the Sales From and Sales To dates for your voucher transactions.
Step 2: Fill Sales From and Sales To Dates - Click image to view full size
Key Actions:
- Locate the Sales From date field
- Enter or select your start date (DD/MM/YYYY format)
- Find the Sales To date field below or adjacent to Sales From
- Enter or select your end date ensuring it's after the start date
- Verify both dates are correctly formatted
Click on Next Button
After setting the date range, proceed to the next step by clicking the Next button to access voucher details form.
Step 3: Click on Next Button - Click image to view full size
Key Actions:
- Review your selected date range for accuracy
- Look for the "Next" button at the bottom of the form
- Click the Next button to proceed to voucher details
- Wait for the next form section to load
- You should see voucher configuration fields appear
Fill Voucher Information
Complete all the required voucher details including voucher name, party name, voucher type, ledger, and profit information.
Step 4: Fill Voucher Information - Click image to view full size
Key Actions:
- Enter Voucher Name in the designated field
- Fill in Party Name for the transaction
- Select appropriate Voucher Type from the dropdown
- Choose the correct Ledger from available options
- Enter Profit percentage or amount as required
- Ensure all mandatory fields are completed
Submit the Form
Complete the voucher configuration process by clicking the Submit button to save all your selections.
Step 5: Submit the Form - Click image to view full size
Key Actions:
- Review all entered voucher information for accuracy
- Check that all required fields are filled
- Click the Submit button to save your configuration
- Wait for the system to process your submission
- Look for a success confirmation message
Voucher Fields Reference Guide
Voucher Name
A unique identifier for your voucher transaction
💡 Use descriptive names that help identify the transaction purpose
Party Name
The customer or vendor involved in the transaction
💡 Select from existing parties or create new ones as needed
Voucher Type
The category or type of transaction (Sales, Purchase, etc.)
💡 Choose the appropriate type based on your transaction nature
Ledger
The accounting ledger to which this transaction will be posted
💡 Ensure the selected ledger matches your accounting structure
Profit
Profit margin or amount for the transaction
💡 Enter as percentage or fixed amount based on your business model
Additional Tips & Best Practices
Data Validation
Always double-check your voucher details before submission. Incorrect information can affect your accounting records and reports.
Date Range Planning
Plan your date ranges carefully. The Sales From and Sales To dates will determine which transactions are included in your voucher processing.
Sequential Process
Follow the steps in order. Each step builds on the previous one, and skipping steps may cause errors in your voucher configuration.
Need more help?
Explore other AutoSale features and configurations