Create a Receipt Voucher
How to Create a Receipt Voucher in Muhasib ERP
Overview
This guide will help you record an approved incoming cash or bank movement with the correct credit classification and evidence.
Muhasib records the incoming voucher and corresponding accounting movement.
Who can do this
You need access to Receipt Voucher plus account, payment-method, location, and approval.
Before you start
Confirm payer, purpose, date, amount, credit account, receiving account, reference, evidence, tax treatment, and approval.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Expenses & Vouchers → Transactions → Receipt Voucher.
Create a Receipt Voucher
Step 1: Start a new receipt voucher
Step 2: Enter date, payer, reference, and narration
Step 3: Select the correct credit/source account
Step 4: Select payment method and receiving cash/bank account
Step 5: Enter amount and applicable authorized details
Enter amount and needed authorized details.
Step 6: Review debit/credit direction and evidence
Step 7: Save once and print if required
Check your work
Compare and Confirm voucher, evidence, payer, cash/bank debit, source-account credit, and printed total.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not use a voucher to bypass the customer subledger.
- Confirm money direction before saving.
Related guides
- Create a Payment Voucher
- Review, Update, or Correct a Voucher
- Understand Expense Entries and Vouchers