How to Configure the Voucher Set Up

By the end of this article you will be able to:

• Set up a basic voucher configuration
• Set up an advanced voucher configuration by different types
• Change the Excel configuration for importing vouchers

To set up the basic voucher configuration go to Configuration > Financials > Vouchers.

In here enter the Sales Revenue from the drop-down menu. Please be aware that only revenue centres that are part of the paid out group will be available from this drop down.

Next enter the Expiry Days to configure when the voucher should expire from the issue date. If a voucher is not use by this date the voucher will redeem itself at night audit and the revenue will drop into the Expiry Voucher revenue centre that is selected in here. Last displays the last voucher code used. 

In Payment the payment type that should show on the financial reports at redemption should be added in here. 

If Auto Number is selected HART will auto-generate a voucher ID. Finally the Postage revenue is added in here.

The basic voucher set up is now completed. 

 
For a more advanced voucher set up navigate to the window below. This will enable the users to pre set voucher types with a pre set usage and value. In here right-click and add entry and free type the voucher Type and add a Code. Again add the Expiry Days and Revenue. Select the Sales Revenue in here from the drop-down menu. Please be aware that only revenue centres that are part of the paid out group will be available from this drop down. 

While this line is still highlighted (but saved F3), right click and add entry right inside the window underneath to add the Code, Usage Description and Default Value.

The usage section in Financials > Vouchers is now live.

The window to the right hand side give the option of configuring the voucher import for excel. In here right click and add entry and add the XL Column and Field Name and free type these section according to the spreadsheet you wish to import. Now save (F3).