VoucherGrid records voucher activity and applies the rules you configure. Voucher classification, exceptions and final tax treatment stay with you and your accountant.
An active adviser account has a referral code. The workspace owner grants or revokes read-only access in Settings > Tax & accountant after confirming their identity. Adding an accountant email address alone does not grant access.
The adviser portal shows granted clients and their voucher activity. A client introduction is not a data-access grant, and an adviser grant does not give you permission to sell or redeem vouchers for the business.
Review voucher sales, redemptions and remaining balances together. The records support reconciliation; they do not establish that the balance sheet or BAS has already been reconciled.
Voucher details and Redemption activity are available on every plan. Audit evidence export is limited to workspace owners and admins. Accounting reports, including Outstanding voucher liability and Quarterly BAS · voucher activity, are currently unavailable.
Accounting reports and Xero or QuickBooks sync are not available. VoucherGrid keeps the voucher activity; your practice prepares accounting entries and reconciles them with payment and business records.
Voucher classification, tax settings, expiry exceptions and final treatment need professional review. A recorded expiry is evidence to examine, not an accounting-policy decision made for you.
A well-maintained spreadsheet can support a small operation. When sales, part-spends and expiry records are held separately, the practice has to establish which version is current before it can begin the reconciliation.
Worked example
Illustrative workflow: a client sells a $100 face value voucher and later records a $40 redemption. The voucher has $60 remaining. Review the sale, redemption and balance alongside the client's payment and accounting records.
The example demonstrates voucher movement. Tax treatment depends on the voucher, the underlying supply and the client's settings; it is not a universal journal recipe.
Check accounting availabilityReports
Voucher details shows voucher status, value and expiry; Redemption activity records use during the selected period. Both are available on every plan. Export formats vary by report.
Outstanding voucher liability, Quarterly BAS · voucher activity and Journal entries - review CSV are currently unavailable. Professional can schedule eligible operational reports; this does not make accounting reports available.
Compare reporting plansAvailability
Xero and QuickBooks journal delivery is unavailable. Existing connections and history are retained, but reconnecting will not enable accounting sync.
Use operational voucher records alongside receipts, payouts, refunds and fee records to prepare and reconcile the accounting entries. A voucher balance alone does not establish GST or revenue recognition.
Check QuickBooks availabilityFOR YOUR PRACTICE
Use the existing info-pack enquiry to discuss adviser access and your client's voucher workflow. Access requires an active adviser account and an explicit grant from each client owner.
This enquiry does not create an adviser account or grant access. Do not include client financial records, passwords or voucher codes.
Jump to a page