How to Generate Sell Side Extra Vouchers for Referral and Other Income (OF) Transactions?

Referral or Other Income transactions usually have only one side of the deal. In Darwin, these are treated as miscellaneous agents and are displayed under the listing side. However, in some cases, clients may enter a buyer record instead of a seller record. 

To generate sell-side extra vouchers for Referral or Other Income (OF) transactions:

1. Go to the Settings menu.
2. Open the Extra Vouchers submenu.
3. Select the appropriate company from the dropdown list.
4. Make sure the TR Types or Accounting Codes are set to apply to Referral/Other Income transactions.
5. Check the box labeled “Create sell side vouchers for OF transactions.”
6. Click Save to apply the changes.

Here are the steps on how to set up an Extra Voucher in darwin Cloud:

1. Go to Settings menu
2. Go to Extra vouchers sub menu
3. Choose a company from the drop-down

Add a new extra voucher :

1. Click new
2. Enter the extra voucher name
3. Apply the drop down filters on the applies to section:
   • side
   • agent plan
   • TR types (transaction types)
   • accounting codes
   • lead generated by
   • office
   • lead sources
4. Set up voucher calculation
   • pay to (who the voucher will be payable to)
   • office (location where the voucher will be booked)
   • account (GL account the voucher will be applied to)
   • amount (can be a flat fee or formula)
   • division (division codes the voucher will be applied to)
   • flag1099 (setup the flag1099 of the voucher)
5. To add a formula: click + next to the amount field
6. Create the formula from the merge fields and operations applicable to the voucher
7. Click save on the Advance criteria window
8. Click save

NOTE: Select the check box for do not create if excluded from submission if the voucher should not be created when the exclude from submission box is checked on the Property Basics screen

What's new

A new checkbox has been added to Settings > Extra Vouchers.

When enabled, extra vouchers will appear on the Properties > Post screen for Referral/Other Income (OF) transactions that have a buyer record linked.

The checkbox is only available when:

• The TR type is Referral/Other Income
• The accounting codes include Referral

This enhancement ensures extra vouchers are displayed consistently for OF transactions, even when a buyer record is used instead of a seller record, helping prevent missing accounting entries.

How to Enable Sell-Side Vouchers for OF Transactions

1. Navigate to Settings > Extra Vouchers.
2. Locate the Create sell side vouchers for OF transactions checkbox.
   • This option is only available when:
     • The TR type is Referral/Other Income, and
     • The accounting codes include Referral.
3. Select the checkbox to enable sell-side voucher creation for applicable OF transactions.
4. Post the transaction.
   • When a property with a linked buyer record is posted, the extra voucher will automatically appear on the Properties > Post screen.
5. Review the generated voucher.
   • Make any necessary edits or leave the voucher as generated before completing the posting process.