Overview

Voucher Report and Detailed Analysis help track the performance of vouchers used for fee collection through offline payment methods.

• Voucher Performance Tracking: Monitor and analyze voucher usage and redemption.

• Detailed Reporting: Access comprehensive reports for better financial oversight.

• Multiple Payment Methods: Supports tracking of payments made via cash at the college counter.

This ensures efficient monitoring of voucher-based transactions and enhances financial transparency.

Plan & Permissions

• Ensure that the Voucher Payment Option is enabled for your institute. Contact sales@nopaperforms.com if this feature is not available.

• Access to Payment Manager is required to perform these steps.

Step-by-Step Guide to Check Voucher Report and Detailed Voucher Report

Navigate to Voucher Reports

1. Go to Payment Manager from the main menu.

2. Click on Manage Voucher.

3. Locate the Settings icon (⚙️) under the Action column.

4. Click on the Settings cog icon to view a drop-down menu with the following options:

• Download

• Details

• View Batch Details

Download Voucher Report

1. Click on Download from the drop-down menu.

2. An Excel sheet will be downloaded, containing details of:

• Active Vouchers

• Inactive Vouchers

• Voucher Usage Status

View Detailed Voucher List

1. Click on Details from the drop-down menu.

2. You will be redirected to the Voucher List Page, where you can view:

• Total Vouchers issued

• Used Vouchers

• Remaining Vouchers

3. To filter voucher records, click on Filter By (top right corner) and filter by:

• Voucher Code

• Application Form

• Application Number

• From Date/To Date

View Batch Details

1. Click on View Batch Details from the drop-down menu.

2. A pop-up window will appear displaying:

• Institute Name

• Form Name

• Number of Vouchers Created

• Voucher Prefix

• Error Message (if applicable)

• Creation Date & Time

• Created By

Points to Keep in Mind

• Ensure you have the correct permissions to access and download voucher reports.

• If voucher payment is not enabled for your institute, reach out to sales@nopaperforms.com.

• Use filters effectively to fetch specific voucher details for easy tracking.

Conclusion

By following these steps, you can efficiently monitor voucher usage, access detailed reports, and ensure better financial oversight. This helps in streamlining offline payments, improving transparency, and optimizing voucher-based transactions for seamless operations.