Lock Vouchers after e-Invoice / e-Way Bill Generation

Overview

Once an e-Invoice and e-Way Bill are generated, the voucher in Tally must match what is on the GST portal. An accidental change, deletion or cancellation creates a mismatch that is hard to trace and correct later.

Lock Vouchers after e-Invoice / e-Way Bill Generation protects these vouchers. When both documents have been generated, the voucher is locked for alteration for the users it applies to. You can also choose to block deletion and cancellation, so the voucher cannot be removed from the voucher register either.

How it works

• Open Setup Voucher Lock - e-Way / e-Invoice and set:
  • Block Delete / Cancellation as well – set to Yes to stop locked vouchers from being deleted or cancelled, in addition to alteration.
  • Voucher Types – select specific types such as Sales, GST Sales, Credit Note or Debit Note, or choose All Items.
  • Users – select the users the lock applies to. Users not selected can still alter the voucher when a correction is needed. Choose All Items to lock it for every user.
• When both the e-Invoice and the e-Way Bill are generated for a voucher, it is locked.
• When only one of them is generated, the voucher stays open so the other can still be generated:
  • e-Invoice generated, e-Way Bill pending – the e-Way Bill can be generated.
  • e-Way Bill generated, e-Invoice pending – the e-Invoice can be generated.
• Clear messages explain each restriction:
  • On alteration: e-way and e-Invoice generated for this voucher. Alteration restricted!
  • On delete: Delete not allowed! Voucher Locked for eWay / eInvoice
  • On cancel: Cancel not allowed! Voucher Locked for eWay / eInvoice

Who it is for

• Businesses generating e-Invoices and e-Way Bills from TallyPrime.
• Owners and managers who want to stop staff from changing or removing vouchers already reported to the portal.
• Accountants and auditors who need Tally books to stay in line with GST records.
• Tally partners setting up controls for their clients.