Oojeema Pro Journal Job Aids - Revision history

Gelo at 02:17, 2 August 2021

2021-08-02T02:17:40Z

Gelo at 07:30, 21 June 2021

2021-06-21T07:30:54Z

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Gelo at 04:27, 21 June 2021

2021-06-21T04:27:06Z

Gelo: Created page with "==Journal Job Aids== =====Managing Expense Transaction===== ======
2021-06-21T04:25:24Z

Created page with "==Journal Job Aids== =====Managing Expense Transaction===== ======<span class="toctext ve-pasteProtect" style="box-sizing: inherit; font-family: "Open Sans", Roboto,..."

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==Journal Job Aids==
=====Managing Expense Transaction=====
======<span class="toctext ve-pasteProtect" style="box-sizing: inherit; font-family: "Open Sans", Roboto, arial, sans-serif; display: table-cell; padding-right: 1em;" data-ve-attributes="{"style":"box-sizing: inherit; font-family: \"Open Sans\", Roboto, arial, sans-serif; display: table-cell; padding-right: 1em;"}">Creating Purchase Transaction======

#Under Main Menu, Click '''Expense'''
#Under Expense Menu, Click Create New Expense
#Fill up the necessary fields on the Header Part
#Take Note that the Vendor field is required for this transaction
#User can add a Vendor under Vendor field by clicking the Drop-down arrow then choose '''Add New Vendor'''
#**Make sure to fill up the required fields in order to create new Vendor.
#Fill up the Account Field
#Click Save
#User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
#Save - the system will save the Purchase Transaction and will redirect the user to Expense Module Menu
#Save and New - the system will save the Purchase Transaction and will redirect the user to Create Expense Menu
#Save and Preview - the system will save the Purchase Transaction and will redirect the user on viewing the Expense Transaction.
#Save and Pay - the system will save the Expense Transaction and will redirect the user on Issue Payments Menu

======<span class="toctext ve-pasteProtect" style="box-sizing: inherit; font-family: "Open Sans", Roboto, arial, sans-serif; display: table-cell; padding-right: 1em;" data-ve-attributes="{"style":"box-sizing: inherit; font-family: \"Open Sans\", Roboto, arial, sans-serif; display: table-cell; padding-right: 1em;"}">Viewing Expense Transaction======

#Under Main Menu, Click '''Expense'''
#Under Purchase Menu, Select a Expense Transaction that needs to view its Details, click the drop-down button then choose '''View'''
#Under view Purchase, the user has an option to Issue Payment, Edit, Show its entries or Exit the Transaction

======Editing Expense Transaction======

#Under Main Menu, Click '''Expense'''
#Under Expense Menu, Select a Expense Transaction that needs to update its Details, click the drop-down button then choose '''Edit'''
#Update the necessary fields
#Click Save
#User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
#Save - the system will save the Purchase Transaction and will redirect the user to Expense Module Menu
#Save and New - the system will save the Purchase Transaction and will redirect the user to Create Expense Menu
#Save and Preview - the system will save the Purchase Transaction and will redirect the user on viewing the Expense Transaction.
#Save and Pay - the system will save the Expense Transaction and will redirect the user on Issue Payments Menu

======Printing Expense Transaction======

#Under Main Menu, Click '''Expense'''
#Under Expense Menu, Select a Expense Transaction that needs to print its Details, click the drop-down button then choose '''Print''' 

======Issuing Payment on Expense Transaction======

#Under Main Menu, Click '''Expense'''
#Under Expense Menu, Select a Expense Transaction that needs to issue its payments, click the drop-down button then choose '''Issue Payment'''
#Under Issue Payment Menu, fill up the necessary fields and click Save

======Cancelling Expense Transaction======

#Under Main Menu, Click '''Expense'''
#Under Expense Menu, Select a Expense Transaction that needs to cancel, click the drop-down button then choose '''Cancel'''
#Click Yes to proceed in cancelling the Expense Transaction

=====Managing Imports and Exports of Expense=====
======Exporting Purchases======

#Under Main Menu, Click '''Expense'''
#Under Expense Menu, Click Options then choose '''Export Purchase'''
#*Take note that the user has an option to use the record filters for precise exporting of records

======Importing Purchases======

#Under Main Menu, Click '''Expense'''
#Under Expense Menu, Click Options then choose '''Import Purchase'''
#Download the Template in the Link provided
#Fill out the Template
#Attach the Template then Click '''Import.''' 

=====Issuing Payments on Expense Module=====

#Under Main Menu, Click '''Expense'''
#Under Expense Menu, Click '''Issue Payments'''
#Fill up the necessary fields and choose the Expense Transactions that needs to be paid
#Click Save

@@ Line 1: / Line 1: @@
 ==Journal Job Aids==
 =====Managing Journal Voucher=====
 ======<span class="toctext ve-pasteProtect" style="box-sizing: inherit; font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; display: table-cell; padding-right: 1em;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; font-family: \&quot;Open Sans\&quot;, Roboto, arial, sans-serif; display: table-cell; padding-right: 1em;&quot;}">Creating Purchase Transaction</span>======
-#Under Main Menu, Click '''Journal'''[[File:Pro Journal Module (Create) - Step 01.png|center|950x950px]]<br />
+#Under Main Menu, Click '''[[Pro Journal|Journal]]'''[[File:Pro Journal Module (Create) - Step 01.png|center|950x950px]]<br />
 #Under Journal Menu, Click Create '''New Journal Voucher'''[[File:Pro Journal Module (Create) - Step 02.png|center|798x798px]]<br />
 #<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Fill up the necessary fields on the Header Part</span>[[File:Pro Journal Module (Create) - Step 03.png|center|950x950px]]<br />
 #<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Fill up the Account Field</span>[[File:Pro Journal Module (Create) - Step 04.png|center|950x950px]]<br />
 #<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Click Save</span>[[File:Pro Journal Module (Create) - Step 05.png|center|950x950px]]<br />
-#*User has an option on how the Journal Voucher will be save. Below are the following options on saving a Journal Voucher[[File:Pro Expense Module (Saving Voucher) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Expense%20Module%20(Saving%20Voucher)%20-%20Step%2001.png|center|143x143px]]
+#*User has an option on how the Journal Voucher will be save. Below are the following options on saving a [[Pro Journal Voucher|Journal Voucher]][[File:Pro Expense Module (Saving Voucher) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Expense%20Module%20(Saving%20Voucher)%20-%20Step%2001.png|center|143x143px]]
 #**Save - the system will save the Journal Voucher and will redirect the user to Journal Voucher Menu
 #**Save and New - the system will save the Journal Voucher and will redirect the user to Journal Voucher Menu
@@ Line 21: / Line 24: @@
 ======<span class="mw-headline ve-pasteProtect" id="Editing_Purchase_Transaction" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Editing Expense Transaction</span>======
-#Under Main Menu, Click '''Journal'''[[File:Pro Journal Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Journal%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
+#Under Main Menu, Click '''[[Pro Journal|Journal]]'''[[File:Pro Journal Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Journal%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
 #<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Journal Voucher Menu, Select a Journal Voucher that needs to update its Details, click the drop-down button then choose</span> '''Edit'''[[File:Pro Journal Module (Edit) - Step 2.png|center|147x147px]]<br />
 #<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Update the necessary fields</span>[[File:Pro Journal Module (Edit) - Step 03.png|center|950x950px]]<br />
@@ Line 37: / Line 40: @@
 ======<span class="mw-headline ve-pasteProtect" id="Cancelling_Purchase_Transaction" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Cancelling Expense Transaction</span>======
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Main Menu, Click <span class="ve-pasteProtect">'''Journal'''</span></span>[[File:Pro Journal Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Journal%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
+#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Main Menu, Click <span class="ve-pasteProtect">'''[[Pro Journal|Journal]]'''</span></span>[[File:Pro Journal Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Journal%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
 #<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Expense Menu, Select a Journal Voucher that needs to cancel, click the drop-down button then choose</span> '''Cancel'''[[File:Pro Journal Voucher (Cancel) - Step02.png|center|147x147px]]<br />
 #<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Click Yes to proceed in cancelling the Journal Voucher</span>
 [[File:Pro Sales Invoice (Cancel) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Cancel)%20-%20Step%2003.png|center|283x283px]]<br />

@@ Line 3: / Line 3: @@
 ======<span class="toctext ve-pasteProtect" style="box-sizing: inherit; font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; display: table-cell; padding-right: 1em;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; font-family: \&quot;Open Sans\&quot;, Roboto, arial, sans-serif; display: table-cell; padding-right: 1em;&quot;}">Creating Purchase Transaction</span>======
-#Under Main Menu, Click '''Expense'''
+#Under Main Menu, Click '''Journal'''
-#Under Expense Menu, Click Create New Expense
+#Under Journal Menu, Click Create New Expense
 #<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Fill up the necessary fields on the Header Part</span>
 #*Take Note that the Vendor field is required for this transaction