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User Guide for Disbursement Voucher Request Screen in Smart Pro ERP Finance System:

1. Log in to the Smart Pro ERP Finance System using your credentials.

1. Once logged in, navigate to the Requests menu and search for the "Disbursement Voucher Request" screen.

1. Click the "New" button to create a new disbursement voucher request.

• Branch Field: Select the branch associated with the request from the available dropdown menu.
• Payment Method Field: Select the payment method used in the request from the dropdown menu, such as cash, check, bank transfer, etc.
• Cash Box Field: Select the cash box associated with the request from the dropdown menu, if this feature is available in the system in case you have multiple cash boxes and branches.
• Cost Center Field: Select the cost center associated with the request from the dropdown menu, if this feature is available in the system.
• Voucher Number Field: The voucher number will be assigned automatically based on a sequence defined in the system.
• Voucher Date Field: Select the date of the disbursement voucher request using the calendar available in the system.
• Statement Field: Enter any additional information or description for the request if needed.
• Amount Field: Enter the amount to be disbursed in the request.
• Reference Field: Enter any reference or code associated with the request if needed.
• Print Template Field: Select the print template used to print the request, if the template is not the official template according to your selection in the Branches screen or entity data in the system.
• Comments Feature: Add any additional comments or notes if needed.

1. Specify the accounts associated with the disbursement voucher in the table on the screen. Use the following columns:

• Serial Number Column: A serial number is automatically assigned to each row in the table.
• Account Number Column: Select the account associated with the disbursement voucher from the available dropdown menu.
• Account Name Column: The name of the selected account will be displayed automatically after selecting the account number from the dropdown menu.
• Analytical Account Column: If this feature is available in the system, you can select the analytical account associated with the disbursement voucher.
• Statement Column: Enter any additional statement or description for the row if needed.
• Amount Column: Enter the amount associated with each row in the table.

1. After completing the fields and specifying the associated accounts, you can click the "Save" button to save the request.

1. After saving, you can view current journal entry records or search for a specific entry using the search options available on the screen. - Use the following keys to navigate and search within the disbursement voucher request screen: - >: To move to the next record. - <: To return to the previous record. - >]: To move to the last saved transaction. - [<: To move to the first saved transaction. - 🔍: To search using the transaction number you want to review or view.

1. You can use the search key to find previous or specific records on the screen.

1. After saving the request, you can use the "Print" button (usually F6 key) to print the disbursement voucher. A print window will appear where you can select the print template and other print settings before printing the voucher or saving it as an electronic file.

1. You can also use the "Retrieve" button to view the last previously added disbursement voucher and edit it if needed.

1. If you want to export the request data to Excel, you can use the "Export to Excel" feature available on the screen. After printing, you can choose the file type to save or print it on paper. The request data will be saved in an editable Excel file.