Pre-defined Voucher Types in Tally.ERP9

 Go to Gateway of Tally > Display > List of Accounts > Ctrl+V
                 Or
Go to Gate way of Tally > Accounts Info / Inventory Info > Voucher Types > Alter

Alter a Pre-defined Voucher Type:
Even if you do not need extra voucher types, you would normally Alter the predefined voucher types to customize them according to your needs to your needs, e.g.. to control their numbers.

  Go to Gateway of Tally > Accounts info/Inventory Info > Voucher Types > Alter

 The Voucher type creation screen is divided into three sections depending on various settings.

• General
• Printing
• Voucher Class

Type of Voucher
The type of voucher should be any one of the predefined voucher types already listed. The new voucher type would inherit the properties of this predefined voucher type. It would function exactly like the predefined voucher.

Abbr (Abbreviation)
An abbreviation is required particularly for unformatted reports, which do not use compressing techniques. (Tally.ERP9 allows printing of both formatted and unformatted reports). Even if the abbreviation is not specified, Tally.ERP9 automatically sets a default name for the Voucher. In this example, Sale is the abbreviation. Though there is no restriction on the length of the abbreviation, it should preferably consist of five characters or less.

Method of Voucher Numbering
This is, perhaps, one reason for your opting for a new voucher type. There are three methods available.

Automatic
This method is flexible. If Automatic method is selected, then Tally.ERP9 numbers the vouchers automatically.

Automatic (Manual Override)
Select Automatic (Manual Override) if you want to auto-number the vouchers and manually override the auto-numbering, if required. For example, if the voucher number is 10, you can manually override the voucher number as required, say 21. The next voucher number will be 22.
Set Prevent Duplicated to Yes to avoid duplicate voucher numbers during entry. You can enable this option only if there are no transactions of this voucher type.

Manual
This method allows you to number the voucher manually. It dose not check for the sequence of the numbers and permits you to specify anything that you whis in the voucher number field. However, you may choose to prevent entry of duplicate numbers. If you would like to do so, the set Prevent Duplicates to Yes.

1. Prevention of Duplicates is possible if you enable the option at the time of creation. You may enable it later (by alteration) only if there are no transactions of this voucher type.
2. If you face difficulty duo to existing transactions, just create another voucher type for preventing duplicates of subsequent numbers.


Multi User Auto Voucher Numbering 
The Multi-User Auto Voucher Numbering feature in Tally.ERP9 works effectively in multi user environment where multiple users are working on the company data and recording vouchers.
Multi-User auto voucher numbering helps.

Where multiple users are attempting to pass a sales voucher simultaneously, the process may be hindered due to the voucher number allocation.

When a specific voucher number is used by one of user the other user will have to re-accept the voucher so that the next available voucher number is allotted to his voucher.

To ensure that the vouchers are numbered sequentially.

To ensure that the bill-wise details do not have to re-entered manually as it will get updated with the new voucher number on acceptance of voucher entry.

Let us consider three users: Mr. Mohan , Mr. Shyam. All the three users are typing to record a sales voucher. The voucher on each of their system is numbered as 25. Mr. Mohan saves the voucher fist and his voucher  will be saved as 25. But when Ram and Shyam attempt to save the voucher, the error mesage "Voucher Number 25 Already used! New number will be xx!" appears.

In order to eliminate this error message and avoid the re-acceptance of the voucher, Tally.ERP9 provides the option of Multi-User Auto Voucher Numbering.

Note: This will disable numbering of such vouchers. If you select this method,no further information is required.

Use Advance Configuration
If the Method of Voucher Numbering is set to Automatic, then an additional field to set the advanced configuration for the Voucher type is displayed. Setting this field to Yes, Voucher Type Creation (Secondary) screen is displayed.

A further discussion on these options is necessary.

Use EFFECTIVE dates for vouchers?
Select Yes if you want to enter effective dates for vouchers. You would opt for this if you have instances where a transaction under consideration for overdue/ ageing analysis is recorded currently but will come into effect form another date. If the effective dates is entered,the overdue/ageing will be considered form the effective date and not from voucher date.

Make Optional as Default
Setting this option to Yes, will set your Voucher to Optional Voucher by default. Refer to Optional Vouchers for further details.
Note: For Memorandum and Reversing Journal voucher the option Make Optional as Default will not be shown.

 Use common narration?
Select Yes to give a common narration for the entire voucher. Tally.ERP9 vouchers can have multiple entries. Hence, you may wish to give a common narration for all the entries of the voucher. Select No, you do not want a common narration.
Example of common narration  in a voucher: 

Narrations for each entry 
Select Yes, if you want to give a separation narration for each entry of a voucher. This would be applicable for a multiple entry voucher where you went separate details for each entry. Select No if you do not want a separate narration for each entry.

Note: To get the Narration for each entry raise the  sales in As Voucher and for Payment or Receipt vouchers, sel Use Single Entry mode for Pymt/ Rcpt/Contra to in F12:Configurations.

For Delivery Not. Receipt Not, Sales order, Purchase order, Physical Stock, Stock Journal, Rejection In and Rejection Out, the option Narration for each is deactivated. 

Print after saving voucher?
Select Yes to print every voucher after entering it, else select No. This is suitable for an online environment were you use Tally.Erp9 printed vouchers as the formal voucher. Remember, that the transaction is already recorded and posted and should you wish to make corrections to the printed voucher, you must alter the Tally.ERP9 voucher online and print it again.

Note: If we select Receipt as Type of Voucher the option Print Formal Receipt saving will be displayed. Depending on the Type of Voucher you have selectd to create or alter, different printing features appear in this field.
 

Sales Invoice or Tax Invoice in Tally ERP9

Sales Invoice (F8)

When goods / services are sold, a voucher needs to be created, which the customer (debtor) can use as proof of purchase made. This document is called an “invoice”. Tally.ERP has facility to generate invoices according to the business requirements.

Gateway of Tally.ERP>Accounting Vouchers >F8: Sales displays the Sales Invoice.

Pre-defined Voucher Types in Tally.ERP9

Go to Gateway of Tally > Dispaly > List of Accounts > Ctrl+V (Voucher Types) Or

Go to Gateway of Tally >Accounts info /Inventory Info > Voucher types > Alter

Alter a Per-defined Voucher Type

Even if you do not need extra voucher types, you would normally alter the predefined voucher types to customize them according to your needs, e.g. to control their numbers.

Go to Gateway of Tally >Accounts info /Inventory Info > Voucher types > Alter

The Voucher Typecreation screen is divided into three sections depending  on various settings. 

Tax Invoice

Voucher Type in tally erp9

VOUCHERS TYPE:

By default in Tally.ERP9, there are 18 different pre-defined Voucher types (where Payroll feature is enabled, the number of pre-defined voucher types will be 20). Voucher type pertains to Accounting, Inventory and Payroll. These are used for recording various transactions according to the user needs.

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, eac.

If a voucher type is created, you can.

Have the different Voucher numbering methods.
Give own prefix and suffix details for the voucher nunbering.
Use the Effective Dates for the vouchers.
By default, make some vouchers optional if required.  
Decide to have the Common Narration or Narration for each entry.
Automate the printing immediately after saving the vouchers.
Get separate reports for each type of voucher.