Credit Voucher - Revision history

Gelo at 04:08, 20 April 2022

2022-04-20T04:08:54Z

Gelo: Changed categories.

2022-04-06T05:22:12Z

Changed categories.

Gelo at 06:41, 29 March 2022

2022-03-29T06:41:16Z

Gelo at 03:02, 29 March 2022

2022-03-29T03:02:11Z

Gelo at 02:56, 21 March 2022

2022-03-21T02:56:02Z

Gelo at 06:09, 3 March 2022

2022-03-03T06:09:21Z

Gelo at 06:07, 3 March 2022

2022-03-03T06:07:52Z

Gelo at 04:30, 17 February 2022

2022-02-17T04:30:32Z

Gelo at 03:51, 17 February 2022

2022-02-17T03:51:16Z

Gelo at 05:22, 29 November 2021

2021-11-29T05:22:40Z

@@ Line 115: / Line 115: @@
 |-
 |Maintenance
-|[[ATC Code]]<nowiki> | </nowiki>[[Bank]]<nowiki> | </nowiki>[[Chart of Accounts]]<nowiki> | </nowiki>[[Customer]]
+|[[ATC Code]]<nowiki> | </nowiki>[[Bank]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Customer]]
 |}<br />
 [[Category:Financials]]

← Older revision		Revision as of 05:22, 6 April 2022
Line 117:		Line 117:
	\|[[ATC Code]]<nowiki> \| </nowiki>[[Bank]]<nowiki> \| </nowiki>[[Chart of Accounts]]<nowiki> \| </nowiki>[[Customer]]		\|[[ATC Code]]<nowiki> \| </nowiki>[[Bank]]<nowiki> \| </nowiki>[[Chart of Accounts]]<nowiki> \| </nowiki>[[Customer]]
	\|}<br />		\|}<br />
		+	[[Category:Financials]]

@@ Line 95: / Line 95: @@
 #Select the Credit Voucher that needs to print its details. Click the Drop-down Arrow then press Print'''.'''
-[[File:Financials - Credit Voucher - Print.png|link=https://docs.oojeema.com/File:Financials%20-%20Credit%20Voucher%20-%20Print.png|border|center|1500x1500px]]
+[[File:Financials - Credit Voucher - Print.png|border|center|1500x1500px]]
 <br />
 =====Exporting Voucher Options=====

@@ Line 42: / Line 42: @@
 =====<span class="mw-headline" id="Creating_Credit_Voucher" style="box-sizing: inherit;">Creating Credit Voucher</span>=====
-#Click [[Receipt Voucher]] from [[Financials|Financial Module]]
+#Click [[Receipt Voucher]] from [[Financials|Financial]] Menu
 #Under [[Receipt Voucher]], Click Add [[Receipt Voucher]]
-#Select a [[Customer]] then tick the Advance Payment Option
+#Select [[Customer]], then tick Advance Payment, Account for Advance Payment can be edited.
-#Fill up the required fields for Header and Accounting details then click Save
+#Fill out the necessary fields in the Accounting details then click Save
 [[File:Financials - Receipt Voucher - Create Credit Voucher.png|border|center|1500x1500px]]
@@ Line 51: / Line 51: @@
 =====<span class="mw-headline" id="Applying_Credit_Voucher" style="box-sizing: inherit;">Applying Credit Voucher</span>=====
-#Under Create [[Receipt Voucher]], Select A [[Customer]] and tagged a [[Accounts Receivable|Receivable]]
+#Under Create [[Receipt Voucher]], Select A [[Customer]] then click the debits field to tag a [[Credit Voucher]]
-#Click Credits
+#Tick the following Credit Voucher then click Tag
-#Click the [[Credit Voucher|Vouchers]] need to Apply in the Transaction then click Tag
+#Fill out the necessary fields in the accounting details then click Save.
 [[File:Financials - Receipt Voucher - Apply Credit Voucher.png|border|center|1500x1500px]]
@@ Line 85: / Line 85: @@
 =====<span class="mw-headline ve-pasteProtect" id="Printing_Debit_Voucher" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Printing_Payment_Voucher" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Printing_Accounts_Receivable" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Editing_Import_Purchase_Order" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Viewing Credit Voucher</span></span></span></span>=====
-#Click Financials then click Credit Voucher
+#Click [[Credit Voucher]] under Financials Menu
-#Select the Credit Voucher that needs to view its details. Click the Drop-down Arrow then press View'''.'''
+#Select Credit Voucher that needs to view its details. Click the Drop-down Arrow then press View'''.'''
-[[File:Financials - Credit Voucher - View.png|center|1500x1500px]]
+[[File:Financials - Credit Voucher - View.png|border|center|1501x1501px]]
 <br />
 =====<span class="mw-headline ve-pasteProtect" id="Printing_Debit_Voucher" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Printing_Payment_Voucher" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Printing_Accounts_Receivable" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Editing_Import_Purchase_Order" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Printing Credit Voucher</span></span></span></span>=====
-#Click Financials then click Credit Voucher
+#Click [[Credit Voucher]] under Financials Menu
 #Select the Credit Voucher that needs to print its details. Click the Drop-down Arrow then press Print'''.'''
@@ Line 99: / Line 99: @@
 =====Exporting Voucher Options=====
-#Go to Financials then click [[Credit Voucher]]
+#Click [[Credit Voucher]] under Financials Menu
-#Click Options then click Export.
+#Under Credit Voucher Screen, Click Options then click Export Credit Voucher.
 [[File:Financials - Credit Voucher - Export.png|border|center|1500x1500px]]
 <br />
 {| class="wikitable" style="margin: auto;"

← Older revision		Revision as of 02:56, 21 March 2022
Line 83:		Line 83:
	*Credit Voucher can be used in multiple [[Receipt Voucher]] until such time its balance are all used up.		*Credit Voucher can be used in multiple [[Receipt Voucher]] until such time its balance are all used up.

		+	=====<span class="mw-headline ve-pasteProtect" id="Printing_Debit_Voucher" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Printing_Payment_Voucher" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Printing_Accounts_Receivable" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Editing_Import_Purchase_Order" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Viewing Credit Voucher</span></span></span></span>=====
		+
		+	#Click Financials then click Credit Voucher
		+	#Select the Credit Voucher that needs to view its details. Click the Drop-down Arrow then press View'''.'''
		+
		+	[[File:Financials - Credit Voucher - View.png\|center\|1500x1500px]]
		+	<br />
	=====<span class="mw-headline ve-pasteProtect" id="Printing_Debit_Voucher" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Printing_Payment_Voucher" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Printing_Accounts_Receivable" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Editing_Import_Purchase_Order" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Printing Credit Voucher</span></span></span></span>=====		=====<span class="mw-headline ve-pasteProtect" id="Printing_Debit_Voucher" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Printing_Payment_Voucher" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Printing_Accounts_Receivable" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Editing_Import_Purchase_Order" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Printing Credit Voucher</span></span></span></span>=====

@@ Line 83: / Line 83: @@
 *Credit Voucher can be used in multiple [[Receipt Voucher]] until such time its balance are all used up.
 =====Exporting Voucher Options=====
@@ Line 90: / Line 97: @@
 [[File:Financials - Credit Voucher - Export.png|border|center|1500x1500px]]
 <br />
+<br />
 {| class="wikitable" style="margin: auto;"
 |+Categories:

@@ Line 38: / Line 38: @@
 =====Credit Voucher Record List=====
+[[File:Financials - Credit Voucher - Record List.png|border|center|1500x1500px]]
 =====<span class="mw-headline" id="Creating_Credit_Voucher" style="box-sizing: inherit;">Creating Credit Voucher</span>=====
@@ Line 46: / Line 47: @@
 #Fill up the required fields for Header and Accounting details then click Save
 =====<span class="mw-headline" id="Applying_Credit_Voucher" style="box-sizing: inherit;">Applying Credit Voucher</span>=====
@@ Line 52: / Line 55: @@
 #Click the [[Credit Voucher|Vouchers]] need to Apply in the Transaction then click Tag
 =====Credit Voucher Record Options=====
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
@@ Line 94: / Line 99: @@
 |Maintenance
 |[[ATC Code]]<nowiki> | </nowiki>[[Bank]]<nowiki> | </nowiki>[[Chart of Accounts]]<nowiki> | </nowiki>[[Customer]]
 |}<br />

@@ Line 39: / Line 39: @@
 =====Credit Voucher Record List=====
-===== <span class="mw-headline" id="Creating_Credit_Voucher" style="box-sizing: inherit;">Creating Credit Voucher</span> =====
+=====<span class="mw-headline" id="Creating_Credit_Voucher" style="box-sizing: inherit;">Creating Credit Voucher</span>=====
-# Click Receipt Voucher from Financial Module
+#Click [[Receipt Voucher]] from [[Financials|Financial Module]]
-# Under Receipt Voucher, Click Add Receipt Voucher
+#Under [[Receipt Voucher]], Click Add [[Receipt Voucher]]
-# Select a Customer then tick the Advance Payment Option
+#Select a [[Customer]] then tick the Advance Payment Option
-# Fill up the required fields for Header and Accounting details then click Save
+#Fill up the required fields for Header and Accounting details then click Save
-===== <span class="mw-headline" id="Applying_Credit_Voucher" style="box-sizing: inherit;">Applying Credit Voucher</span> =====
+=====<span class="mw-headline" id="Applying_Credit_Voucher" style="box-sizing: inherit;">Applying Credit Voucher</span>=====
-# Under Create Receipt Voucher, Select A Customer and tagged a Receivable
+#Under Create [[Receipt Voucher]], Select A [[Customer]] and tagged a [[Accounts Receivable|Receivable]]
-# Click Credits
+#Click Credits
-# Click the Vouchers need to Apply in the Transaction then click Tag
+#Click the [[Credit Voucher|Vouchers]] need to Apply in the Transaction then click Tag
-===== Credit Voucher Record Options =====
+=====Credit Voucher Record Options=====
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Actions Available base on Credit Voucher Record Status
@@ Line 73: / Line 73: @@
 Notes:
-* if all balance of the active Vouchers have been used up, it will change its status into used
+*if all balance of the active Vouchers have been used up, it will change its status into used
-* Credit Voucher can only be edited through its reference [[Receipt Voucher]]
+*Credit Voucher can only be edited through its reference [[Receipt Voucher]]
-* Credit Voucher can be used in multiple [[Receipt Voucher]] until such time its balance are all used up.
+*Credit Voucher can be used in multiple [[Receipt Voucher]] until such time its balance are all used up.
 =====Exporting Voucher Options=====
-# Go to Financials then click [[Credit Voucher]]
+#Go to Financials then click [[Credit Voucher]]
-# Click Options then click Export.
+#Click Options then click Export.
 {| class="wikitable" style="margin: auto;"