How to set the voucher category and how to change the voucher number

Set it in the basic settings of UFIDA, and the specific operation steps are as follows:

1. Open and log in to the UFIDA software.

Click on the "Basic Settings" tab. For example, then double-click "Basic File", "Finance", and "Voucher Category" to open the "Voucher Category" interface;

2. In the pop-up interface, select "Payment Voucher Payment Voucher Transfer Voucher", and then click "OK";

3. In the pop-up interface, double-click the "Restriction Type" corresponding to "Payment Voucher", "Payment Voucher" and "Transfer Voucher", and click the triangle.

Just select the required credentials.

This is simple.

Click "Basic Settings" - "Finance" and select "Voucher Category".

The pop-up "Voucher Category Preset" dialog box (select the voucher category you need) Generally, industrial enterprises use "receipt, payment and transfer" vouchers, so here, you can select "Receipt Voucher Payment Voucher Transfer Voucher".

After clicking "OK", the "Voucher Category" dialog box will pop up.

Click "Unrestricted" and select the corresponding restriction type, for example, the restriction type of the receipt voucher is "Debit must have", here it is important to pay attention to set the restricted account after setting the restriction type, otherwise the system will prompt "Restricted account must be entered".

The operation of setting the voucher category is very simple, mainly to know that in the category of receipt and payment transfer voucher, the restriction type of the receipt voucher is "debit must have", the restriction type of payment voucher is "credit must have", the restriction type of transfer voucher is "voucher must not have", and the restricted accounts are "bank deposit" and "cash in hand".

Basic Settings - Basic Profile - Financials - Voucher Category.

Basic settings for the Financials voucher category.

Set it in the basic settings options of YIDA and the specific operation steps are as follows:

1. Open and log in to the UFIDA software.

Click on the "Basic Settings" tab. For example, then double-click "Basic File", "Finance", and "Voucher Category" to open the "Voucher Category" interface;

2. In the pop-up interface, select "Payment voucher and transfer voucher with Sun Chong certificate", and then click "OK";

3. In the pop-up interface, double-click the "Restriction Type" corresponding to "Payment Voucher", "Payment Voucher" and "Transfer Voucher", and click the triangle.

Just select the required credentials.

You cannot change the voucher number for a voucher that has already been entered.

I don't know how you can change your voucher number. Is it a change in order, or what kind of result?

The voucher number can be automatically generated by the system or set to be entered manually. However, after the document is saved, the voucher number cannot be manually modified.

If the voucher is invalid in the past, you can organize and rearrange it according to the basis you set. The voucher number will be changed.

1 First of all, open the UFIDA software.

Click General Ledger End of Period Reconciliation in the top row menu bar.

2 .Then, click on the top menu [General Ledger] [Voucher] [Restore Pre-Accounting Status].

3 .Then, select the recovery method [Status before last invoice] or [Status at the beginning of the month], and then click [OK]. Then select [Restore]. In this case, the system will prompt [Enter Password], [Password] is the password used by the account administrator to log in to the software, and click [OK] directly without a password.

4 In the filtered Credential Review page, select the voucher that needs to be canceled and click Cancel Review.

1. Open the worksheet and log in with your own identity;

<>3. Click "Modify" in the pop-up "Voucher Rock Loss" window.

4. Then you can double-click the column corresponding to the "Restriction Type" of the "Receipt Voucher";

5. Then click on the column corresponding to the "Restricted Accounts" of the "Receipt Voucher" and select the "1001 Cash in Inventory" and "1002 Silver Talk Blind Deposit" subjects in the "Account Reference" twice;

6. Finally, the modification of the voucher is successful.

Set it in the basic settings of UFIDA, and the specific operation steps are as follows:

1. Open and log in to the UFIDA software, and click the "Basic Settings" tab. For example, then double-click "Basic File", "Finance", and "Voucher Category" to open the "Voucher Category" interface;

2. In the pop-up interface, select "Payment Voucher, Payment Voucher, Transfer Voucher", and then click "OK";

3. In the pop-up interface, double-click the "Restriction Type" corresponding to the "Payment Voucher", "Payment Voucher", and "Transfer Voucher", click the three-macro supporting shape, and select the required voucher.

Summary. Hello, I am glad to answer for you, according to the relevant information query, how to set the voucher category as a general voucher: Step 1, in the UFIDA T3 interface, click "Finance" in "Basic Settings", and select "Voucher Category";

Step 2: In the pop-up Credential Category Preset dialog box, select the Voucher Category dialog box.

Step 3: Click "Unlimited" and select the corresponding restriction type.

Step 4: After clicking on "Restricted Accounts", a magnifying glass will appear, and the "Account Reference" dialog box will pop up;

Step 5: Select the subject and click OK to set it successfully. Hope mine can help you!

Hello, I have seen your question, and I am sorting out the answer, please wait for a while Hello, I am happy to answer for you, according to the relevant information query, how to set the voucher category to a general voucher by UFIDA: Step 1, in the UFIDA T3 interface, click "Finance" in "Basic Settings", and select "Voucher Category"; Step 2: In the dialog box of "Credential Category Preset", select the "Credential Category" dialog box. Step 3: Click "Unlimited" and select the corresponding type of restriction on sales; Step 4: After clicking on "Restricted Accounts", a magnifying roller will appear, and the "Account Reference" dialog box will pop up; Step 5: Select the subject and click OK to set it successfully. Hope mine can help you!

Setting the voucher category is a prerequisite for filling in the voucher, which is also a key point of the accounting qualification examination. This time, I will explain how to set the voucher category.

Material tools.

Computer. Yonyou T3 software. Method.

First of all, in the Yonyou T3 interface, click "Basic Settings" - Finance", and select "Voucher Category", as shown below.

Please click Enter a description.

At this time, the "Credential Category Preset" dialog box will pop up, as shown in the following figure.

Please click Enter a description.

Generally, industrial enterprises use "receipt, payment and transfer" vouchers, so here, select the option of "receipt voucher payment voucher transfer voucher" to demonstrate to you, as shown in the figure below.

Please click to enter a description of the picture.

After clicking "OK", the "Voucher Category" dialog box will pop up, as shown below.

Please click Enter a description.

Click "Unrestricted" and select the corresponding restriction type, for example, the restriction type of the receipt voucher is "Debit must have", here it should be noted that the restricted account must be set after setting the restriction type, otherwise the system will prompt "Restricted account must be entered", as shown in the following figure.

Please click Enter a description.

The input of restricted accounts is also very simple, click on the magnifying glass in the "Restricted Accounts", and the "Account Reference" dialog box will pop up, as shown in the figure below, <>

Please click on the barricade code to enter a **description.

Select the subject, click OK, and the setting will be successful, as shown in the following figure.

Please click Enter a description.

Set the remaining voucher categories, and the result is as follows.

Please click Enter a description.