Voucher Management
CloudSellPOS offers a comprehensive dashboard for managing various types of vouchers, supporting precision in both cash and accounting operations while giving you full control over every step of the workflow.
Types of Vouchers
- Daily Vouchers: Record accounting entries by selecting debit and credit accounts and accurately linking them to supporting documents. Includes detailed descriptions for each entry to simplify review and allows attaching files or images for documentation.
- Receipt and Payment Vouchers: Record incoming and outgoing payments and track their sources (cash, check, bank transfer, etc.) with categorization by customers, suppliers, or banks, and the ability to schedule them for automatic follow-up.
- Transfer Vouchers: Manage internal cash movement between company cashboxes with instant notifications for involved parties and integration with expense controls.
- Currency Exchange Vouchers: Manage currency conversions for different currencies your company deals with and automatically post exchange differences to the appropriate accounts.
- Opening Balances: Set account balances as of the beginning of the fiscal period, either manually, by importing external data (CSV/Excel), or automatically through account rollover.
General Features in Voucher Management
User-Friendly Interface
Enter data easily and flexibly, with direct links between voucher types and their related accounts to ensure a seamless experience for staff and accountants.
Detailed Analytical Reports
The system allows for generating various reports such as daily logs, detailed account statements, and accurate tracking of cash flows by date and time.
Flexible Permissions System
Define who can create, edit, delete, or only view vouchers to ensure operational security and detailed control over user access rights.
Backup and Edit History
Provides a complete history of changes made to each voucher, with the ability to retrieve previous versions and correct errors effortlessly.