Overview Video   Step-by-Step Tutorial Guide Step 1: Open the Voucher Module Log in to the TankhaPay Business Portal. From the left-side navigation menu, click on Voucher . The Voucher dashboard opens. The dashboard displays all previously created vouchers along with their current status. Step 2: Review Existing Vouchers On the Voucher page, review the list of available voucher records. The table may display: Voucher Number Employee Name Voucher Type Amount Created Date Approval Status Use the search and filter options to locate a specific voucher. This helps administrators and employees quickly access voucher information. Step 3: Create a New Voucher Click Create Voucher or Add Voucher . The voucher creation form opens. This form is used to submit a new reimbursement or expense request. Step 4: Select the Voucher Type Click the Voucher Type dropdown. Select the appropriate category. Examples may include: Travel Reimbursement Food Expense Fuel Expense Office Expense Miscellaneous Expense Selecting the correct type ensures proper expense classification. Step 5: Enter Voucher Details Fill in the required information, including: Voucher Date Voucher Amount Description Expense Details Remarks (if applicable) Ensure all information entered is accurate before proceeding. Step 6: Upload Supporting Documents Click Upload Attachment . Attach the required supporting documents. Examples include: Bills Invoices Payment Receipts Travel Tickets Supporting Documents Supporting documents help validate the voucher during approval. Step 7: Review the Voucher Information Before submitting, verify: Voucher Type Expense Date Amount Description Attached Documents Ensure all mandatory fields are completed. Step 8: Submit the Voucher Click Submit . The system forwards the voucher to the configured approval workflow. A confirmation message appears after successful submission. The voucher is now available for approval. Step 9: Track Voucher Status Return to the Voucher dashboard. Locate the submitted voucher. Review its current status. Common statuses include: Draft Pending Approval Approved Rejected Processed This allows users to monitor the progress of their voucher requests. Step 10: View Voucher Details Click on any voucher from the list. Review details such as: Voucher Number Expense Category Amount Supporting Documents Approval Status Approver Remarks This provides complete visibility into the voucher lifecycle. Step 11: Edit or Cancel a Voucher (If Permitted) If the voucher is still pending approval, select the voucher. Click Edit to update the details or Cancel to withdraw the request. Save the changes or confirm the cancellation. Editing is generally allowed only before the approval process is completed. Step 12: Manage Voucher Records From the Voucher dashboard, users can: View voucher history Search vouchers Filter by status or date Download voucher details (if available) Monitor reimbursement progress Maintaining accurate voucher records helps simplify expense tracking and financial audits. Key Benefits of the Voucher Module Centralized expense management Paperless voucher submission Easy document attachment Automated approval workflow Real-time voucher tracking Transparent reimbursement process Improved financial record management End of Tutorial You have successfully learned how to use the Voucher Management module in the TankhaPay Business Portal. This feature enables employees and administrators to efficiently submit, track, approve, and manage expense vouchers through a centralized and streamlined workflow.