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