Documentation Home - User contributions [en]

File:Oojeema Pro - Accounts Payable Aging Report.png

2021-01-13T06:35:07Z

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File:Oojeema Pro - Accounts Receivable Aging Report.png

2021-01-13T06:34:22Z

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File:Oojeema Pro - Statement of Account.png

2021-01-13T06:33:23Z

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File:Oojeema Pro - General Journal.png

2021-01-13T06:32:44Z

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File:Oojeema Pro - General Ledger.png

2021-01-13T06:31:34Z

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File:Oojeema Pro - Trial Balance.png

2021-01-13T06:30:38Z

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File:Oojeema Pro - Yearly Income Statement.png

2021-01-13T06:07:37Z

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File:Oojeema Pro - Quarterly Income Statement.png

2021-01-13T06:07:07Z

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File:Oojeema Pro - Monthly Income Statement.png

2021-01-13T06:06:32Z

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File:Oojeema Pro - Yearly Balance Sheet Report.png

2021-01-13T06:05:43Z

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File:Oojeema Pro - Balance Sheet(1).png

2021-01-13T06:04:19Z

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File:Oojeema Pro - Balance Sheet .png

2021-01-13T06:03:36Z

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Sales Invoice Print Settings

2020-12-18T09:02:18Z

Ruel: Created page with "== Editing Sales Invoice Print Settings == 568x568px ..."

== Editing Sales Invoice Print Settings ==
[[File:Oojeema Pro - Edit Sales Invoice Print Settings.png|center|thumb|568x568px]]
To edit Sales Invoice settings:

# Click on the Gear icon in the system header. Select "Maintenance", then select “Sales Invoice Print”. The current Sales Invoice Print Settings will be displayed.
# Edit Sales Invoice Settings form will be displayed. 
# After filling-out the form, click “Save” button to store Sales Invoice settings. Otherwise, click “Exit”, to discard entries and exit the form.

File:Oojeema Pro - Edit Sales Invoice Print Settings.png

2020-12-18T09:00:17Z

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File:Oojeema Pro - Export Pricelist CSV.png

2020-12-18T08:58:15Z

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File:Oojeema Pro - Export Pricelist.png

2020-12-18T08:57:52Z

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File:Oojeema Pro - Manage Pricelist Template.png

2020-12-18T08:57:06Z

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File:Oojeema Pro - Tag Customer to a Pricelist.png

2020-12-18T08:55:13Z

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File:Oojeema Pro - Add New Pricelist Process Flow.png

2020-12-18T08:51:58Z

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Items

2020-12-18T08:49:03Z

Ruel: Created page with "== Adding New Item == 336x336px To add an Item:..."

== Adding New Item ==
 
[[File:Oojeema Pro - Add New Item Process Flow.png|center|thumb|336x336px]]
To add an Item:

# Click on the Gear icon in the system header. Select "Maintenance", then select “Items”. The Manage Items page will be displayed.
# Click “Options” button, then select “Add New Item”. 
# Add New Item form will be displayed. Fill it out:
## Item Group – for item group ''(goods, services)'' selection
## Item Code – accepts alphanumeric, max of 15 characters
## Item Name – accepts alphanumeric, special character, max of 100 characters
## Item Description – accepts alphanumeric, special character, max of 200 characters 
## Selling Price (Net) – accepts numeric entry, max of 10 characters
## Debit Account – for selection of item’s default Sales Debit Account. Dropdown list of active Account Name with Account Class: Accounts Receivable from Chart of Accounts Data Maintenance
## Credit Account – for selection of item’s default Sales Credit Account. Dropdown list of active Account Name with Account Class: Revenue from Chart of Accounts Data Maintenance
## Purchase Price (Gross) – accepts numeric entry, max of 10 characters
## Debit Account – for selection of item’s default Purchase Debit Account. Dropdown list of active Account Name with Account Class: Cash, Cost of Sales, Current Assets, Current Liabilities, Income Tax, Inventory, Non-Current Assets, Non-Current Liabilities and Operating Expense from Chart of Accounts Data Maintenance
## Credit Account – for selection of item’s default Purchase Credit Account. Dropdown list of active Account Name with Account Class: Accounts Payable and Cash from Chart of Accounts Data Maintenance
## Revenue Type – for revenue type (''Sales Tax Type'') selection ''(displays “none” by default)''.
## Expense Type - for revenue type (''Purchase Tax Type'') selection ''(displays “none” by default)''
# After filling-out the form, click “Save” button to store new account details. Otherwise, click “Exit”, to discard entries and exit the form.

== Importing Items ==
 
[[File:Oojeema Pro - Import Items.png|center|thumb|387x387px]]
To add new Items by batch:

# Click on the Gear icon in the system header. Select "Maintenance", then select “Items”. The Item list will be displayed.
# Click “Options” button, then select “Import Items”. Import Items pop-up window will be displayed.
# Download the sample template by clicking the “here” link, and open the downloaded file.
# On the downloaded template, fill-out the information needed for each columns of the template: 
#* Sample filled-out Import Item template[[File:Oojeema Pro - Import Items CSV.png|center|thumb|650x650px]] 
# After filling out the form, save it on your computer and upload it back to the system, then back to the Import Items pop-up window, click “Import”. Imported items will be displayed in the Item list.

== Viewing, Editing, Deleting an Item ==
User can view, edit, delete accounts by clicking the corresponding function’s link in the Items list-specific account dropdown menu list.
[[File:Oojeema Pro - Manage Items.png|center|thumb|520x520px]]

== Exporting Items ==
<span style="font-size:12.0pt;line-height:115%;
font-family:"Calibri","sans-serif";mso-ascii-theme-font:minor-latin;mso-fareast-font-family:
"Times New Roman";mso-fareast-theme-font:minor-fareast;mso-hansi-theme-font:
minor-latin;mso-bidi-font-family:"Times New Roman";mso-bidi-theme-font:minor-bidi;
mso-ansi-language:EN-PH;mso-fareast-language:EN-PH;mso-bidi-language:AR-SA">User can export the chart of accounts by clicking “Options” button, then click “Export Items”. 
[[File:Oojeema Pro - Export Items.png|center|thumb|480x480px]]
[[File:Oojeema Pro - Export Items CSV.png|center|thumb|650x650px]]

File:Oojeema Pro - Export Items CSV.png

2020-12-18T08:48:38Z

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File:Oojeema Pro - Export Items.png

2020-12-18T08:47:55Z

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File:Oojeema Pro - Manage Items.png

2020-12-18T08:46:45Z

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File:Oojeema Pro - Import Items CSV.png

2020-12-18T08:44:06Z

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File:Oojeema Pro - Import Items.png

2020-12-18T08:42:40Z

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File:Oojeema Pro - Add New Item Process Flow.png

2020-12-18T08:36:08Z

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Vendors

2020-12-18T08:35:00Z

Ruel: Created page with "== Adding New Vendor == 337x337px To add a Vendor:</..."

== Adding New Vendor ==
 
[[File:Oojeema Pro - Add New Vendor Process Flow.png|center|thumb|337x337px]]
To add a Vendor:

# Click on the Gear icon in the system header. Select "Maintenance", then select “Vendors”. The Manage Vendors page will be displayed.
# Click “Options” button, then select “Add New Vendor”. 
# Add New Account form will be displayed. Fill it out:
## Vendor Code – accepts alphanumeric, max of 15 characters
## Vendor Name – accepts alphanumeric, special character, max of 100 characters
## Email – for vendor email address, special character max of 50
## Address – for vendor address, accepts alphanumeric, max of 200 characters
## City/Province – accepts alphanumeric, max of 200 characters
## Business Type – for business type ''(Corporation, Individual)'' selection
## TIN – for customer TIN no., numeric entry.
## Payment Terms – accepts numeric entry, max of 5 characters
## Contact Number – numeric entry, can input multiple contact numbers to be separated by comma 
# After filling-out the form, click “Save” button to store new vendor details. Otherwise, click “Exit”, to discard entries and exit the form.

== Importing Vendors ==
 
[[File:Oojeema Pro - Importing Vendors.png|center|thumb|385x385px]]
To add new vendors by batch:

# Click on the gear icon in the system header. Select "Maintenance", then select “Vendors”. The Chart of Accounts will be displayed.
# Click “Options” button, then select “Import Vendors”. Import Vendors pop-up window will be displayed.
# Download the sample template by clicking the “here” link, and open the downloaded file.
# On the downloaded template, fill-out the information needed for each columns of the template: 
#* Sample filled-out Import Vendors template[[File:Oojeema Pro - Import Vendors CSV.png|center|thumb|650x650px]] 
# After filling out the form, save it on your computer and upload it back to the system, then back to the Import Vendors pop-up window, click “Import”. Imported vendors will be displayed in the Vendor list.

== Viewing, Editing, Deleting Vendor ==
User can view, edit, delete accounts by clicking the corresponding function’s link in the Vendors list-specific account dropdown menu list.
[[File:Oojeema Pro - Manage Vendors.png|center|thumb|520x520px]]

== Exporting Vendors ==
User can export the chart of accounts by clicking “Options” button, then click “Export Vendors”. 
[[File:Oojeema Pro - Export Vendors.png|center|thumb|480x480px]]
[[File:Oojeema Pro - Export Vendors CSV.png|center|thumb|472x472px]]

File:Oojeema Pro - Export Vendors CSV.png

2020-12-18T08:34:25Z

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File:Oojeema Pro - Export Vendors.png

2020-12-18T08:33:50Z

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File:Oojeema Pro - Manage Vendors.png

2020-12-18T08:32:47Z

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File:Oojeema Pro - Import Vendors CSV.png

2020-12-18T08:27:23Z

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File:Oojeema Pro - Importing Vendors.png

2020-12-18T08:25:46Z

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File:Oojeema Pro - Add New Vendor Process Flow.png

2020-12-18T08:21:56Z

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File:Oojeema Pro - Export Customers CSV.png

2020-12-18T08:18:41Z

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File:Oojeema Pro - Export Customers.png

2020-12-18T08:17:43Z

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File:Oojeema Pro - Manage Customers.png

2020-12-18T08:16:52Z

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File:Oojeema Pro - Import Customers CSV.png

2020-12-18T08:14:48Z

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File:Oojeema Pro - Import Customers.png

2020-12-18T08:12:40Z

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File:Oojeema Pro - Add New Customer Process Flow.png

2020-12-18T07:47:01Z

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File:Oojeema Pro - Export Accounts CSV.png

2020-12-18T01:46:54Z

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File:Oojeema Pro - Export Accounts.png

2020-12-18T01:46:26Z

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File:Oojeema Pro - Manage Accounts.png

2020-12-18T01:45:25Z

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File:Oojeema Pro - Import Accounts CSV.png

2020-12-18T01:42:27Z

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File:Oojeema Pro - Import Accounts Process Flow.png

2020-12-18T00:56:56Z

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File:Oojeema Pro - Add New Account Process Flow.png

2020-12-18T00:51:17Z

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Company Details

2020-12-18T00:47:53Z

Ruel: Created page with "== Editing Company Details == 601x601px To edit Company det..."

== Editing Company Details ==
 
[[File:Oojeema Pro - Edit Company Details.png|center|thumb|601x601px]]
To edit Company details:

# On the system header, click on your Company Name
# Edit Company Details form will be displayed. Fill it out:
#* Basic Information:
#** Logo – for logo upload. The file to be imported must be in .jpeg, .jpg, .png and .gif file.
#** Line of Business – for line of business (''Food and Beverages Services, Lessor, Mixed Income Earner, Professionals, Trading, Transport Service)'' selection
#** Company Name – accepts alphanumeric entry, max of 50 characters
#* Contact Information:
#** Contact Person – accepts alphanumeric entry, max of 30 characters
#** Email – accepts alphanumeric entry, max of 50 characters
#** Phone – accepts numeric entry, max of 15 characters
#** Mobile – accepts numeric entry, max of 15 characters
#** Address – accepts alphanumeric entry, max of 200 characters
#* Tax Information:
#** Tax Identification No. – accepts numeric entry, max of 15 characters
#** RDO Code – for selection of ''RDO Code''
#* Authorized Signatory:
#** Name – accepts alphanumeric entry, max of 30 characters
#** TIN – accepts numeric entry, max of 15 characters
#** Position – accepts alphanumeric entry, max of 50 characters
#* Billing Information:
#** Email – accepts alphanumeric entry, max of 30 characters
#* Sales Information:
#** Email – accepts alphanumeric entry, max of 30 characters
# After filling-out the form, click “Save” button to store company details. Otherwise, click “Exit”, to discard entries and exit the form.

File:Oojeema Pro - Edit Company Details.png

2020-12-18T00:41:07Z

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Master Data Maintenance Process Flow

2020-12-18T00:40:04Z

Ruel: Created page with "649x649px 649x649px"

File:Oojeema Pro - Data Maintenance Process Flow(1).png

2020-12-18T00:39:50Z

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File:Oojeema Pro - Data Maintenance Process Flow.png

2020-12-18T00:39:16Z

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