Voucher Class Banana Aur Automated Entries

1. Core Concept

Voucher Class: A powerful automation sub-feature within TallyPrime’s Voucher Types that pre-defines ledgers, payment methods, calculations, and tax duties during transaction entry.

Why Use Voucher Classes?

• Eliminates Manual Selection: Pre-loads specific ledgers (e.g., Sales, Purchase, CGST, SGST, Freight) so users don't have to choose them on every invoice.
• Automates Tax & Calculations: Calculates percentage-based additions/deductions automatically.
• Prevents Human Error: Restricts options to appropriate modes (e.g., ensuring a Cash Payment voucher class only permits Cash ledgers).
• Speeds Up Invoicing: Speeds up data entry for high-volume operations like Point of Sale (POS) and GST billing.

2. How to Create a Voucher Class in TallyPrime

Step-by-Step Walkthrough:

1. Sabse pehle Gateway of Tally par jayein → Alter → Voucher Type.
2. Select the Voucher Type you want to customize (e.g., Sales, Purchase, Payment, or Receipt).
3. In the Voucher Type Alteration screen, move down to the Name of Class field (located at the bottom right).
4. Type a clear, descriptive name for your class (e.g., Local Sales GST or Cash Sales POS) and press Enter.

+-----------------------------------------------------------------------+
|                       VOUCHER TYPE ALTERATION                         |
| Name: Sales                                                           |
| Type of Voucher: Sales                                                |
|                                                                       |
| ...                                       Name of Class               |
|                                           --------------------------- |
|                                           Local Sales GST             |
+-----------------------------------------------------------------------+

Configure the Voucher Class Classifications Screen:

• Exclude / Include Groups: Specify which ledger groups are restricted or allowed (e.g., Include only Cash-in-Hand or Bank Accounts).
• Default Accounting Ledger: Select the primary ledger to use automatically (e.g., Sales Account).
• Additional Ledger Allocations (Auto-Calculations):
  • List additional ledgers like CGST, SGST, or Freight Charges.
  • Set the Calculation Type (e.g., As Total Amount Rate, On Current Subtotal, or Flat Rate).

Poori screen accept karne ke liye press karein Ctrl + A (Save) the class, and Ctrl + A again to save the Voucher Type.

3. Practice Set: Creating & Using Voucher Classes

Exercise 1: Create a Local GST Sales Class

Setup Configuration:

• Voucher Type: Sales
• Class Name: Local Sales GST
• Default Sales Ledger: Sales Account
• Auto-Loaded Tax Ledgers:
  • CGST @ 9% (Calculation Type: As Total Amount Rate)
  • SGST @ 9% (Calculation Type: As Total Amount Rate)

Record Transactions using Local Sales GST Class:

Note: When entering these vouchers, select Local Sales GST from the Voucher Class list when prompted. The taxes will calculate automatically!

Exercise 2: Create a Bank Payment Class

Setup Configuration:

• Voucher Type: Payment
• Class Name: Bank Payment
• Include Groups: Bank Accounts (Restricts payments to bank ledgers only)

Record Transactions using Bank Payment Class:

4. Checking Reports & Verification

To View Transactions Created via Voucher Class:

Gateway of Tally → Display More Reports → Account Books → Sales Register / Payment Register.

Drill down into any month to see how the Voucher Class auto-calculated taxes and maintained ledger consistency.