Documents and Vouchers
The documents and vouchers module provides resources for managing business documents and their associated vouchers in the system. This includes handling various types of documents such as invoices, credit notes, and other financial documents, along with their corresponding vouchers for accounting purposes.
Documents
Documents represent various types of business records in the system. They can be:
- Invoices (incoming and outgoing)
- Credit notes
- Receipts
- Purchase orders
- Other financial documents
Each document contains detailed information about the transaction, parties involved, and financial details.
Vouchers
Vouchers are accounting records that correspond to business documents. They provide:
- Accounting entries for documents
- Audit trail
- Financial tracking
- Document validation
Document Schemas
Document schemas define the structure and validation rules for different types of documents. They ensure:
- Data consistency
- Required field validation
- Business rule enforcement
- Format standardization
Learn more about Document Schemas
Resource Relationships
The documents and vouchers resources are interconnected in the following ways:
- Documents
- Linked to business partners
- Associated with vouchers
- Can have multiple files attached
- May generate journal entries
- Vouchers
- Connected to specific documents
- Generate accounting entries
- Link to journal entries
- Support document validation
- Document Schemas
- Define document structure
- Set validation rules
- Support different document types
- Enable automated processing
Common Operations
Common document and voucher operations include:
- Document Management
- Creating and updating documents
- Processing document workflows
- Managing document statuses
- Handling document attachments
- Voucher Processing
- Creating vouchers from documents
- Validating accounting entries
- Managing posting status
- Tracking document-voucher relationships
- Schema Operations
- Defining document structures
- Setting up validation rules
- Managing document types
- Configuring automated processing
Each resource’s documentation provides detailed information about available endpoints, query parameters, and response formats.