Oojeema Pro Chart of Accounts Job Aids - Revision history

Gelo at 07:11, 30 July 2021

2021-07-30T07:11:12Z

Gelo at 04:39, 22 June 2021

2021-06-22T04:39:18Z

Gelo: Created page with "{{DISPLAYTITLE:Chart of Accounts Job Aids}} == Chart of Accounts == ===== Managing Account ===== ====== Adding New Account ====== # On the Main Menu, click the Gear Icon t..."

2021-06-22T04:31:00Z

Created page with "{{DISPLAYTITLE:Chart of Accounts Job Aids}} == Chart of Accounts == ===== Managing Account ===== ====== Adding New Account ====== # On the Main Menu, click the Gear Icon t..."

New page

{{DISPLAYTITLE:Chart of Accounts Job Aids}}

== Chart of Accounts ==

===== Managing Account =====

====== Adding New Account ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|950x950px]]
# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|center|464x464px]] 
# Under Chart of Account Menu, Click Options then choose '''Add Account'''[[File:Pro Chart of Accounts (Create) - Step 03.png|center|950x950px]] 
# Fill up the necessary fields[[File:Pro Chart of Accounts (Create) - Step 04.png|center|950x950px]] 
# Click Save[[File:Pro Chart of Accounts (Create) - Step 05.png|center|950x950px]] 

====== Viewing Account ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
# Under Chart of Account Menu, Select the account that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|center|154x154px]] 

====== Editing Account ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
# Under Chart of Account Menu, Select the account that needs to updates its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|center|154x154px]] 
# Update the necessary fields[[File:Pro Chart of Accounts (Edit) - Step 04.png|center|950x950px]] 
# Click Save

====== Deleting Account ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
# Under Chart of Account Menu, Select the account that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|center|154x154px]] 
# Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|center|281x281px]] 

===== Exporting and Importing Account =====

====== Exporting Account ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
# Under Chart of Account Menu, Click Options then Click '''Export Accounts'''[[File:Pro Chart of Accounts (Export) - Step 03.png|center|950x950px]] 
#* User has an option to change the display and change the account type for precise exporting of records

====== Importing Account ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
# Under Chart of Account Menu, Click Options then Click '''Import Accounts'''[[File:Pro Chart of Accounts (Import) - Step 03.png|center|950x950px]] 
# Download the template provided in the link on Step 1
# Fill-up the template
# Import the template then Click Save

@@ Line 1: / Line 1: @@
-{{DISPLAYTITLE:Chart of Accounts Job Aids}}
+{{DISPLAYTITLE:Chart of Accounts Job Aids}}<div style="text-align: center;">
+[[Pro Chart of Account|Chart of Account]] | [[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]] | [[Pro Tax|Tax]]
 ==Chart of Accounts==
@@ Line 51: / Line 52: @@
 #Fill-up the template[[File:Pro Chart of Accounts (Import) - Step 05.png|center|744x744px]]<br />
 #Import the template then Click Import[[File:Pro Chart of Accounts (Import) - Step 06.png|center|586x586px]]<br />

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE:Chart of Accounts Job Aids}}
-== Chart of Accounts ==
+==Chart of Accounts==
-===== Managing Account =====
+=====Managing Account=====
-====== Adding New Account ======
+======Adding New Account======
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|950x950px]]
+#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|950x950px]]
-# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|center|464x464px]]<br />
+#Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|center|464x464px]]<br />
-# Under Chart of Account Menu, Click Options then choose '''Add Account'''[[File:Pro Chart of Accounts (Create) - Step 03.png|center|950x950px]]<br />
+#Under Chart of Account Menu, Click Options then choose '''Add Account'''[[File:Pro Chart of Accounts (Create) - Step 03.png|center|950x950px]]<br />
-# Fill up the necessary fields[[File:Pro Chart of Accounts (Create) - Step 04.png|center|950x950px]]<br />
+#Fill up the necessary fields[[File:Pro Chart of Accounts (Create) - Step 04.png|center|950x950px]]<br />
-# Click Save[[File:Pro Chart of Accounts (Create) - Step 05.png|center|950x950px]]<br />
+#Click Save[[File:Pro Chart of Accounts (Create) - Step 05.png|center|950x950px]]<br />
-====== Viewing Account ======
+======Viewing Account======
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
+#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
+#Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
-# Under Chart of Account Menu, Select the account that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|center|154x154px]]<br />
+#Under Chart of Account Menu, Select the account that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|center|154x154px]]<br />
-====== Editing Account ======
+======Editing Account======
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
+#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
+#Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
-# Under Chart of Account Menu, Select the account that needs to updates its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|center|154x154px]]<br />
+#Under Chart of Account Menu, Select the account that needs to updates its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|center|154x154px]]<br />
-# Update the necessary fields[[File:Pro Chart of Accounts (Edit) - Step 04.png|center|950x950px]]<br />
+#Update the necessary fields[[File:Pro Chart of Accounts (Edit) - Step 04.png|center|950x950px]]<br />
-# Click Save
+#Click Save
-====== Deleting Account ======
+======Deleting Account======
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
+#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
+#Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
-# Under Chart of Account Menu, Select the account that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|center|154x154px]]<br />
+#Under Chart of Account Menu, Select the account that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|center|154x154px]]<br />
-# Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|center|281x281px]]<br />
+#Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|center|281x281px]]<br />
-===== Exporting and Importing Account =====
+=====Exporting and Importing Account=====
-====== Exporting Account ======
+======Exporting Account======
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
+#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
+#Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
-# Under Chart of Account Menu, Click Options then Click '''Export Accounts'''[[File:Pro Chart of Accounts (Export) - Step 03.png|center|950x950px]]<br />
+#Under Chart of Account Menu, Click Options then Click '''Export Accounts'''[[File:Pro Chart of Accounts (Export) - Step 03.png|center|950x950px]]<br />
-#* User has an option to change the display and change the account type for precise exporting of records
+#*User has an option to change the display and change the account type for precise exporting of records
-====== Importing Account ======
+======Importing Account======
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
+#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
+#Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
-# Under Chart of Account Menu, Click Options then Click '''Import Accounts'''[[File:Pro Chart of Accounts (Import) - Step 03.png|center|950x950px]]<br />
+#Under Chart of Account Menu, Click Options then Click '''Import Accounts'''[[File:Pro Chart of Accounts (Import) - Step 03.png|center|950x950px]]<br />
-# Download the template provided in the link on Step 1
+#Download the template provided in the link on Step 1[[File:Pro Chart of Accounts (Import) - Step 04.png|center|586x586px]]<br />
-# Fill-up the template
+#Fill-up the template[[File:Pro Chart of Accounts (Import) - Step 05.png|center|744x744px]]<br />
-# Import the template then Click Save  <br />
+#Import the template then Click Import[[File:Pro Chart of Accounts (Import) - Step 06.png|center|586x586px]]<br />