How to Add a Journal Voucher
Add a Journal Voucher under Finance to record balanced debit and credit entries with a title and date.
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A Journal Voucher lets you post a custom accounting entry when money should move between account heads without using a normal sales, purchase, income, or expense form.
Before you start
- Know which account heads you will debit and credit - see Managing Charts of Account.
- Prepare any supporting file you may attach.
Open Journal Voucher
- Open Finance > Journal Voucher.
- Create a new voucher with a clear title and the correct entry date.
- Add lines for each account head, entering debit and credit amounts so the voucher balances.
- Attach supporting files when your process requires proof, then save the voucher.
Exact field labels can vary by release. Follow the on-screen required markers, and only use account heads that already exist in your chart.
What happens next
Balanced vouchers feed your ledgers and show up when you run Generating Financial and Tax Reports such as Trial Balance.