Optional Vouchers in TallyPrime – A Step-by-Step Guide

An Optional Voucher in TallyPrime is a temporary voucher that does not affect the books of accounts unless converted into a regular voucher.  It means you can enter a full transaction, save it, but it won’t affect your accounts or stock unless you make it regular later.

Here’s why Optional Vouchers are useful: 

Situation  Use of Optional Voucher 
Bill not finalized yet  Save as Optional 
Trial entry for checking impact  Optional voucher shows effect in reports 
Need supervisor approval before posting  Save optional, confirm later 
Proforma Invoice (Quotation)  Use Optional Sales Voucher 

 

Go to vouchers and select any voucher and see right sidebar – optional by default vouchers are are regular mode if you want to record details in optional mode then you can enable clicking on its button to on or off.

after clicking you will see here its marked as optional

 

after saving the voucher see reports by clicking

See here all list of receipt voucher

Click on Exceptions reports

 

Optional Voucher

See reports

See voucher and once convert it regular

 

and save it

after saving voucher see receipt note voucher report it will start seen,

as it you can apply another voucher as your need

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