Oojeema Pro Tax Job Aids - Revision history

Gelo at 07:06, 2 August 2021

2021-08-02T07:06:27Z

Gelo at 05:35, 2 August 2021

2021-08-02T05:35:02Z

Gelo at 05:08, 24 June 2021

2021-06-24T05:08:29Z

Gelo: Created page with "== Tax Job Aids == =====
2021-06-24T04:40:20Z

Created page with "== Tax Job Aids == ===== Managing Tax =====

====== Adding New Tax ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
# Under Maintenance Side Bar, Click '''Tax'''
# Under Tax Menu, Click Options then choose '''Add New Tax'''
# Fill up the necessary fields
# Click Save 

====== Viewing Tax ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
# Under Maintenance Side Bar, Click '''Tax'''
# Under Tax Menu, Select the Item that needs to view its details, click the drop down arrow then choose '''View''' 

====== Editing Tax ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
# Under Maintenance Side Bar, Click '''Tax'''
# Under Tax Menu, Select the Tax that needs to update its details, click the drop down arrow then choose '''Edit'''
# Update the necessary fields
# Click Save

====== Deleting Tax ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
# Under Maintenance Side Bar, Click '''Tax'''
# Under Tax Menu, Select the Tax that needs to be deleted, click the drop down arrow then choose '''Delete'''
# Click Yes to Confirm the deletion process

===== Exporting Tax =====

====== Exporting Tax ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
# Under Maintenance Side Bar, Click '''Items'''
# Under Items Menu, Click Options then Click '''Export Tax'''
#* User has an option to change the display and change the account type for precise exporting of records

@@ Line 1: / Line 1: @@
-<br />
+<div style="text-align: center;">
 ==Tax Job Aids==
@@ Line 7: / Line 9: @@
 #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 '''Tax'''[[File:Pro Tax (Create) - Step 02.png|center|455x455px]]<br />
+#Under Maintenance Side Bar, Click '''[[Pro Tax|Tax]]'''[[File:Pro Tax (Create) - Step 02.png|center|455x455px]]<br />
 #Under Tax Menu, Click Options then choose '''Add New Tax'''[[File:Pro Tax (Create) - Step 03.png|center|950x950px]]<br />
 #Fill up the necessary fields[[File:Pro Tax (Export) - Step 04.png|center|950x950px]]<br />
@@ Line 15: / Line 17: @@
 #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 '''Tax'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
+#Under Maintenance Side Bar, Click '''[[Pro Tax|Tax]]'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
 #Under Tax Menu, Select the Tax that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]<br />
 #The user has an option to Edit the details or Exit then Tax Record[[File:Pro Tax (View) - Step 04.png|center|950x950px]]<br />
@@ Line 22: / Line 24: @@
 #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 '''Tax'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
+#Under Maintenance Side Bar, Click '''[[Pro Tax|Tax]]'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
 #Under Tax Menu, Select the Tax that needs to update its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]]
 #Update the necessary fields[[File:Pro Tax (Edit) - Step 04.png|center|950x950px]]<br />
@@ Line 30: / Line 32: @@
 #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 '''Tax'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
+#Under Maintenance Side Bar, Click '''[[Pro Tax|Tax]]'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
 #Under Tax Menu, Select the Tax that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]]
 #Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]]
@@ Line 39: / Line 41: @@
 #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 '''Tax'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
+#Under Maintenance Side Bar, Click '''[[Pro Tax|Tax]]'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
 #Under Tax Menu, Click Options then Click '''Export Tax'''[[File:Pro Tax (Export) - Step 03.png|center|950x950px]]<br />Notes:
 #*User has an option to change the display and change the account type for precise exporting of records

@@ Line 1: / Line 1: @@
 ==Tax Job Aids==
@@ Line 9: / Line 10: @@
 #Under Tax Menu, Click Options then choose '''Add New Tax'''[[File:Pro Tax (Create) - Step 03.png|center|950x950px]]<br />
 #Fill up the necessary fields[[File:Pro Tax (Export) - Step 04.png|center|950x950px]]<br />
-#Click Save[[File:Pro Tax (Create) - Step 05.png|center|950x950px]]<br />
+#Click Save <br />
 ======<span class="mw-headline" id="Viewing_Items" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Viewing_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Viewing Tax</span></span>======
@@ Line 39: / Line 40: @@
 #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 '''Tax'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
-#Under Tax Menu, Click Options then Click '''Export Tax'''[[File:Pro Tax (Export) - Step 03.png|center|950x950px]]<br />
+#Under Tax Menu, Click Options then Click '''Export Tax'''[[File:Pro Tax (Export) - Step 03.png|center|950x950px]]<br />Notes:
 #*User has an option to change the display and change the account type for precise exporting of records

@@ Line 1: / Line 1: @@
-== Tax Job Aids ==
+==Tax Job Aids==
-===== <span class="mw-headline" id="Managing_Items" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Managing_Customer" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Managing Tax</span></span> =====
+=====<span class="mw-headline" id="Managing_Items" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Managing_Customer" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Managing Tax</span></span>=====
-====== <span class="mw-headline" id="Adding_New_Items" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Adding_New_Customer" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Adding New Tax</span></span> ======
+======<span class="mw-headline" id="Adding_New_Items" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Adding_New_Customer" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Adding New Tax</span></span>======
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
+#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 '''Tax'''
+#Under Maintenance Side Bar, Click '''Tax'''[[File:Pro Tax (Create) - Step 02.png|center|455x455px]]<br />
-# Under Tax Menu, Click Options then choose '''Add New Tax'''
+#Under Tax Menu, Click Options then choose '''Add New Tax'''[[File:Pro Tax (Create) - Step 03.png|center|950x950px]]<br />
-# Fill up the necessary fields
+#Fill up the necessary fields[[File:Pro Tax (Export) - Step 04.png|center|950x950px]]<br />
-# Click Save<br />
+#Click Save[[File:Pro Tax (Create) - Step 05.png|center|950x950px]]<br />
-====== <span class="mw-headline" id="Viewing_Items" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Viewing_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Viewing Tax</span></span> ======
+======<span class="mw-headline" id="Viewing_Items" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Viewing_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Viewing Tax</span></span>======
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
+#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 '''Tax'''
+#Under Maintenance Side Bar, Click '''Tax'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
-# Under Tax Menu, Select the Item that needs to view its details, click the drop down arrow then choose '''View'''<br />
+#Under Tax Menu, Select the Tax that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]<br />
-====== <span class="mw-headline" id="Editing_Items" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Editing_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Editing Tax</span></span> ======
+======<span class="mw-headline" id="Editing_Items" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Editing_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Editing Tax</span></span>======
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
+#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 '''Tax'''
+#Under Maintenance Side Bar, Click '''Tax'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
-# Under Tax Menu, Select the Tax that needs to update its details, click the drop down arrow then choose '''Edit'''
+#Under Tax Menu, Select the Tax that needs to update its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]]
-# Update the necessary fields
+#Update the necessary fields[[File:Pro Tax (Edit) - Step 04.png|center|950x950px]]<br />
-# Click Save
+#Click Save
-====== <span class="mw-headline" id="Deleting_Items" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Deleting_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Deleting Tax</span></span> ======
+======<span class="mw-headline" id="Deleting_Items" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Deleting_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Deleting Tax</span></span>======
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
+#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 '''Tax'''
+#Under Maintenance Side Bar, Click '''Tax'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
-# Under Tax Menu, Select the Tax that needs to be deleted, click the drop down arrow then choose '''Delete'''
+#Under Tax Menu, Select the Tax that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]]
-# Click Yes to Confirm the deletion process
+#Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]]
-===== <span class="mw-headline" id="Exporting_and_Importing_Items" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Exporting_and_Importing_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Exporting  Tax</span></span> =====
+=====<span class="mw-headline" id="Exporting_and_Importing_Items" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Exporting_and_Importing_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Exporting  Tax</span></span>=====
-====== Exporting Tax ======
+======Exporting Tax======
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
+#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 '''Items'''
+#Under Maintenance Side Bar, Click '''Tax'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
-# Under Items Menu, Click Options then Click '''Export Tax'''
+#Under Tax Menu, Click Options then Click '''Export Tax'''[[File:Pro Tax (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