Voucher

Every financial event in the app is a "voucher," and this page is its complete ID card: debit/credit entries (the language of double-entry bookkeeping), the related trade/transfer details, who recorded it, attachments, and its adjustment status.

Where This Page Fits

• You reach this page from the Trades, Transfers, or Statement lists.
• "Adjusting a voucher" doesn't erase the earlier version; an adjusting voucher (a reversal) is issued and a new voucher is recorded, so the full trail remains.
• Sending the voucher summary to the customer's WhatsApp group is possible right from this page.

Notes

• Whether adjustment is possible depends on the "Voucher editing" setting (whether it's enabled and its deadline in days) and the user's permission.
• Both the adjusting voucher and the original stay in the reports, and their net effect is zero (a reversal).
• If you're new and "Debit/Credit" confuses you: debit means "became owed to the exchange / the exchange's assets increased," and credit is the opposite.
• Next to each account name on this document there are two icons: Customer stats (customers only) and Statement — both open in a new tab so you don’t lose the document.