Receipt Book

Receipt Book

In PrismERP, receipt books are used to record and manage receipt leaves for financial transactions. Users can add a new receipt book, assign it to a user, define the number of leaves, set the branch, and specify the issue date. The Receipt Book List allows searching and filtering receipt books by number, user, or branch, with the option to add new books directly. Within a receipt book, users can track individual receipts, update their status (used, unused, wasted, error), view associated vouchers, and preview, generate, or download reports in multiple formats.

Add Receipt Book

Field	Action
Receipt Book No	Enter a unique receipt book number to identify the receipt book.
Leaf Prefix	Enter a prefix that will be applied to all receipt numbers in this book.
Number of Leafs	Enter the total number of receipt leaves included in the receipt book.
User	Select the user to whom the receipt book is assigned.
Issue Date	Select the date on which the receipt book is issued.
First Leaf Number	Enter the starting receipt number of the book.
Last Leaf Number	Displays the ending receipt number based on the number of leaves entered.
Branch	Select the branch under which the receipt book will be used.

Receipt Book List - Search & Filter Action

Field	Action
Book	Search by receipt book number to locate a specific receipt book from the list.
User	Filter the list to show receipt books assigned to a specific user.
Branch	Filter the list to show receipt books issued under a specific branch.
Add Receipt Book	Add a new receipt book directly from the receipt book list.

Receipt Books - Details View & Action

Field	Action
R. Number	Search by receipt number to locate a specific receipt in the list.
Status	Filter by status (used, unused, wasted, error) and update the status if required.
Voucher	View the voucher associated with the receipt and the related party.
Report	Preview the receipt book report, generate it, and download in multiple formats such as PDF, Excel, or CSV.