The program contains pre-set voucher templates. These templates can be edited and parameterized.

Editing a voucher template »

Default voucher printng data »

You can view and parameterize your templates at Maintenance / Master data / Vouchers/ Voucher template.

When issuing a specific type of voucher, select one from the available template names.

At Language, you can specify if a given voucher should have labels in one or two languages. Use the first drop-down list to select the first language, and, if needed, use the second drop-down list to select the second language. The language selector field features the button on the right side. Use this button to open the list of voucher labels. In this list, it is possible to edit the field labels. Caution! Be careful when using this feature, as the list of voucher labels is a shared list. Your changes will be carried on to every voucher template. The list can be accessed via Maintenance/ Master data/ General/ Language too, and it functions the same way as described above.

Use the View field to adjust print preview style, and the Font field to select the font type of data-to-be-printed. Font types of vendor and partner data can be selected at Partner and Vendor profiles, located in the middle of the screen. You can select font types of upper and bottom notes at notes masters. Notes belonging to payment methods can be selected in payment method master.

Upper and lower margins allow you to adjust print areas for sheets with logos.

Use the Voucher preview type field to specify which voucher’s preview, from those at Voucher type, you wish to view using the Preview button.

Use the Voucher types tab to determine what newly created voucher types you wish the given voucher template to apply.

Using the Notes tab, you can turn on and off certain labels for certain voucher templates. If needed, the label can be modified using the drop-down list at Language. The list can be opened by clicking on the   button. The following items can not be turned off for invoice voucher templates: payment method, execution date, date, accounting period closing date, due, total, rounding, total amount to pay, and Sales tax summary.

Data to be used in vendor and partner profiles can be edited using the Add macro drop-down field. Selected data are marked with <> signs. Additionally, you can enter any supportive notes that will be displayed independent of the selected partner or vendor profile. Such supportive notes may include „Tax ID”, a label inserted right before the <TAXID> macro.

Items can be formatted using the text formatting icons of the editing window. If, for example, you wish to change a font type on a voucher template, you may wish to consider adjusting vendor and partner profile font types too.

Your logo image file can be browsed using the  button, located next to the field. The value of the Logo location relative to vendor data field and the selected template view determine the ideal image size. The recommended image size is visible in brackets, next to the Select logo image label.

If you use Modern view, internal vouchers (release, intake, handover, manufacture, disassembly) and vendor orders will not display the logo.

This editing window demonstrates how voucher item fields will show up on the print preview of the voucher.

With your mouse, you can easily move these fields. If you decide to delete a field, just right click on the field, and select Delete. Some of the voucher items are mandatory items, and they can not be deleted. If you right click non-deletable items, this option is not displayed. For an invoice, these non-deletable items are the following: product name, quantity, unit price, unit of quantity, Sales tax rate, Sales tax value, net, and gross.

If you wish to display a new field or to reset a deleted field, right click on an empty space, and select the desired field from the list.

Click on the edge of the field to set its width. Field contents can be aligned by clicking on the given item, then making your selection at Align.

You can attach notes to a given voucher template in the template editing window.

If you already used Maintenance Master data / Vouchers to upload upper and bottom note masters, these data will be available in the voucher editing window.

These voucher templates can be associated with voucher types. You can make the association, if you select Maintenance,System settings / Vouchers. Every voucher has a default template, and this can be modified. The number of copies can be set here too.

Next step of system settings:

How to associate ledger numbers to partners and products »