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Role-Based Voucher Management

Updated on February 7, 2025

< 1 min to read

Financial Settings / Dropdown lists / Voucher Types / Create OR Edit a Voucher / Specific User Roles

 

In Classter, Employees can assign Voucher Types to applicants during the admission process. Voucher availability is configured per user role to ensure compliance with role-specific privileges. Eligible vouchers are displayed for assignment, while non-eligible vouchers are flagged as “Not Available” for improved transparency and usability.

 

Create or Edit Voucher Type

To create or edit Voucher Types with role-based restrictions, go to: Financial Settings > Dropdown lists > Voucher Types > Create/Edit a Voucher > Specific User Roles > Save.

 

Allow Vouchers for Specific Roles

Navigate to: Main Settings > Role Management > Edit Role > Special Settings > Allowed Vouchers > Select required Voucher.

 

Give a Voucher

To assign a Voucher to an applicant, go to: Admission Application > Financial > + Give a voucher > Select Voucher Type > + Add > Proceed.

 

Voucher Analysis

To analyze and track Voucher assignments, navigate to: Admission Application > Financial > Voucher Analysis.

 

Note: Non-eligible Vouchers are displayed but flagged as “Not Available”, ensuring clarity in the assignment process.

 

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