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Statement, edit & print

स्टेटमेंट, एडिट और प्रिंट — Open an account to see every voucher, print a Credit/Debit Voucher, and edit or delete only manual entries. Automatic vouchers must be changed at the source.

What you see on this page

Section titled “What you see on this page”
  • Account statement page with header showing account name (e.g., “Cash in Hand” or bank name)
  • Filter controls bar:
    • From date picker (start date)
    • To date picker (end date)
    • Search field (search by Voucher no, description, particulars)
    • Refresh button icon
  • Balance indicators:
    • Opening balance display (date range start)
    • Closing balance display (date range end)
  • Statement table with columns:
    • Date (transaction date)
    • Voucher No. (unique voucher identifier)
    • Particulars (description/details)
    • ₹ Credit (money in, green)
    • ₹ Debit (money out, red)
    • Balance (running balance after each transaction)
  • Each row has Open Voucher or Read More button/link
  • Voucher detail page shows:
    • Credit Voucher or Debit Voucher header
    • All transaction details (date, amount, payment mode, bank, description, notes)
    • GST breakdown section (if GST was included)
    • Documents section (if files attached)
    • Print button (opens browser print dialog)
    • For manual entries: Edit and Delete buttons
    • For automatic entries: Automatic voucher banner (no Edit/Delete, with explanation to change at source)
  • Edit manual entry flow:
    • Opens Edit Credit Entry or Edit Debit Entry dialog with same form fields as Add
    • Cannot change voucher type (Credit ↔ Debit)
    • Save updates entry, toast: “Entry updated”
  • Delete manual entry flow:
    • Confirmation dialog: “Delete this entry?”
    • Confirm deletes voucher and updates balance, toast: “Entry deleted”

Steps

Section titled “Steps”

📄Open Account statement

From Accounts, tap a card (e.g. Cash in Hand or a bank).

Filters: From / To, Search (Voucher no, description…), Refresh.

Open Accounting

📊Read the rows

Columns: Date, Voucher No., Particulars, ₹ Credit, ₹ Debit, Balance.

Use Open Voucher (or Read More) to open the detail page.

🖨️Print voucher

On the voucher page tap Print — browser print of Credit Voucher or Debit Voucher (amount, date, payment mode, description, GST breakup, documents).

There is no separate “Download” button; use Print / Save as PDF from the browser if you need a file.

✏️Edit or delete — manual only

Manual entries show Edit and Delete.

  • Edit → Edit Credit Entry / Edit Debit Entry → Save → Entry updated
  • Delete → confirm Delete this entry? → Entry deleted

You cannot change credit ↔ debit type on edit.

🔒Automatic — change at source

If the source is a trip, invoice, expense, khata, etc., Accounting shows Automatic voucher and hides Edit/Delete.

Edit or delete the original payment/expense there; the voucher and balance follow. Full source list: Automatic vouchers.

Back to Accounting overview

All accounting topics in one place.

Overview