Bringing in vouchers
Import payments, receipts, contra, journals, and credit/debit notes from a spreadsheet — the same easy, guided way as transactions.
Vouchers move in just like transactions. Open Transactions → Import/Export, choose Voucher Imports, pick the voucher kind, and upload your sheet. Columns are matched for you, blank cells and dashes are read as zero, and the same calm, grouped messages tell you if anything needs a look.
The kinds you can bring in
| Voucher | What it records | Essential columns |
|---|---|---|
| Payment | Money paid out (bank or cash). | Date, the paying account, the account paid, Amount |
| Receipt | Money received (bank or cash). | Date, the receiving account, the account received from, Amount |
| Contra | Moving money between your own bank and cash. | Date, from account, to account, Amount |
| Journal | An adjustment between accounts. | Date, each account with its Debit or Credit amount |
| Credit Note / Debit Note | An account adjustment for a party. | Date, each account with its Debit or Credit amount |
| Sale Return / Purchase Return | Goods returned (moves stock). | Date, Party, Item, Quantity, Rate |
Each voucher must balance
For payments, receipts, contra, journals, and notes, every voucher's total debit must equal its total credit — that's simply double-entry. Put each side on its own row: one row for the debit, one for the credit. If they don't add up, you'll get a clear, friendly note pointing at the voucher.
One voucher can span several rows
A voucher with several lines uses one row per line. Put the date on the first row and leave it blank on the rows just below — those blank-date rows belong to the same voucher. The downloadable template shows the layout.
Returns move stock; notes adjust accounts
Sale and Purchase Returns bring back goods and move your stock, so they need item lines. Credit and Debit Notes only adjust account balances, so they use debit/credit lines — no items.
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