Oojeema Pro Users Group Access Job Aids - Revision history

Gelo at 05:51, 4 August 2021

2021-08-04T05:51:44Z

Gelo at 05:33, 4 August 2021

2021-08-04T05:33:36Z

Gelo at 05:30, 4 August 2021

2021-08-04T05:30:22Z

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Gelo: Created page with "{{DISPLAYTITLE:Users Group Access Job Aids}} ==
2021-06-25T03:55:25Z

Created page with "{{DISPLAYTITLE:Users Group Access Job Aids}} ==<span class="mw-headline ve-pasteProtect" id="Bank_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{"style&quot..."

New page
{{DISPLAYTITLE:Users Group Access Job Aids}}

==Users Group Access Aids==
=====Managing Users Group Access=====
======Adding New Users Group Access======

#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 '''Users Group Access'''[[File:Pro Users Group Access (Create) - Step 02.png|center|448x448px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Create)_-_Step_02.png]]
#Under Users Group AccessMenu, Click Options then choose '''Create New User Group'''[[File:Pro Users Group Access (Create) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Create)_-_Step_03.png]]
#Fill up the necessary fields and tick the following modules that the users allowed to access.[[File:Pro Users Group Access (Create) - Step 04.png|center|1177x1177px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Create)_-_Step_04.png]]
#Click Save[[File:Pro Users Group Access (Create) - Step 05.png|center|1195x1195px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Create)_-_Step_05.png]]

======Viewing Users Group Access======

#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 '''Users Group Access'''[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
#Under Users Group Menu, Select the Users Group that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Users Group Access (View) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(View)_-_Step_03.png]]

======Editing Users Group Access======

#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 '''Users Group Access'''[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
#Under Users Group Menu, Select the Users Group that needs to edit its details, click the drop down arrow then choose '''Edit'''[[File:Pro Users Group Access (Edit) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Edit)_-_Step_03.png]]
#Update the necessary fields and restrictions[[File:Pro Users Group Access (Edit) - Step 04.png|center|1185x1185px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Edit)_-_Step_04.png]]
#Click Save

======Deleting Users Group Access======

#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 '''Users Group Access'''[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
#Under Users Group Menu, Select the Users Group that needs to delete its details, click the drop down arrow then choose '''Delete'''[[File:Pro Users Group Access (Delete) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Delete)_-_Step_03.png]]
#Click Yes to proceed on Deletion Process[[File:Pro Users Group Access (Delete) - Step 04.png|center|286x286px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Delete)_-_Step_04.png]]

======Assigning Users in Users Group Access======

#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 '''Users Group Access'''[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
#Under Users Group Access Menu, Select the Users Group that needs to assign users, click the drop down arrow then choose '''Assign Users'''[[File:Pro Users Group Access (Assign User) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Assign_User)_-_Step_03.png]]
#Tick the following Users[[File:Pro Users Group Access (Assign User) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Assign_User)_-_Step_04.png]]
#Click Tag Users

======Unassigning Users in Users Group Access======

#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 '''Users Group Access'''[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
#Under Users Group Access, Select the Bank that needs to be deleted, click the drop down arrow then choose '''Unassign Users'''[[File:Pro Users Group Access (Unassign User) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Unassign_User)_-_Step_03.png]]
#Tick the following Users to be untagged[[File:Pro Users Group Access (Unassgin User) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Unassgin_User)_-_Step_04.png]]
#Click Untag Users

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE:Users Group Access Job Aids}}<div style="text-align: center;"><div style="text-align: center;">
-[[Pro Chart of Account|Chart of Account]] | [[Pro Customer|Customer]] | [[Pro Vendors|Vendors]] | [[Pro Items|Items]] | [[Pro Tax|Tax]] | [[Pro Users|Users]] | [[Pro Users Group Access|Users Group Access]] | [[Pro Bank|Bank]] | [[Pro Price List|Price List]] | [[Pro Sales Invoice Print|Sales Invoice Print]] | [[Oojeema Pro Users Group Access Job Aids|Users Group Access Job Aids]]
+[[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Customers Job Aids|Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Vendors Job Aids|Vendors Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Users Job Aids|Users Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Users Group Access Job Aids|Users Group Access Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Bank Job Aids|Bank Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Price List Job Aids|Price List Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Sales Invoice Print Job Aids|Sales Invoice Print Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Update User Profile Job Aids|Update User Profile Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Feedback Job Aids|Feedback Job Aids]]
 </div></div>
 ==<span class="mw-headline ve-pasteProtect" id="Bank_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Users_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Users Group Access Aids</span></span>==
@@ Line 53: / Line 53: @@
 |- style="box-sizing: inherit;"
 | style="" |Maintenance
-| style="" |[[Pro Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Vendors|Vendors]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Tax|Tax]]<nowiki> | </nowiki>[[Pro Users|Users]]<nowiki> | Users Group Access | </nowiki>[[Pro Bank|Bank]]<nowiki> | </nowiki>[[Pro Price List|Price List]]<nowiki> | </nowiki>[[Pro Sales Invoice Print|Sales Invoice Print]]
+| style="" |[[Pro Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Vendors|Vendors]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Tax|Tax]]<nowiki> | </nowiki>[[Pro Users|Users]]<nowiki> | </nowiki>[[Pro Users Group Access|Users Group Access]]<nowiki> | </nowiki>[[Pro Bank|Bank]]<nowiki> | </nowiki>[[Pro Price List|Price List]]<nowiki> | </nowiki>[[Pro Sales Invoice Print|Sales Invoice Print]]
 |- style="box-sizing: inherit;"
 | style="" |Sales

@@ Line 53: / Line 53: @@
 |- style="box-sizing: inherit;"
 | style="" |Maintenance
-| style="" |[[Pro Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Vendors|Vendors]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Tax|Tax]]<nowiki> | </nowiki>[[Pro Users|Users]]<nowiki> | </nowiki>[[Pro Users Group Access|Users Group Access]]<nowiki> | </nowiki>[[Pro Bank|Bank]]<nowiki> | </nowiki>[[Pro Price List|Price List]]<nowiki> | </nowiki>[[Pro Sales Invoice Print|Sales Invoice Print]]
+| style="" |[[Pro Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Vendors|Vendors]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Tax|Tax]]<nowiki> | </nowiki>[[Pro Users|Users]]<nowiki> | Users Group Access | </nowiki>[[Pro Bank|Bank]]<nowiki> | </nowiki>[[Pro Price List|Price List]]<nowiki> | </nowiki>[[Pro Sales Invoice Print|Sales Invoice Print]]
 |- style="box-sizing: inherit;"
 | style="" |Sales
@@ Line 59: / Line 59: @@
 |- style="box-sizing: inherit;"
 | style="" |Purchase
-| style="" |[[Pro Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order]]<nowiki> | </nowiki>[[Pro Issue Payment]]
+| style="" |[[Pro Purchase|Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order|Purchase Order]]<nowiki> | </nowiki>[[Pro Issue Payment|Issue Payment]]
 |- style="box-sizing: inherit;"
 | style="" |Expense
@@ Line 84: / Line 84: @@
 |- style="box-sizing: inherit;"
 | style="" |Maintenance Aids
-| style="" |[[Oojeema Pro Chart of Accounts Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Vendors Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Users Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Users Group Access Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Bank Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Price List Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Sales Invoice Print Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Update User Profile Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Feedback Job Aids]]
+| style="" |[[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Customers Job Aids|Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Vendors Job Aids|Vendors Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Users Job Aids|Users Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Users Group Access Job Aids|Users Group Access Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Bank Job Aids|Bank Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Price List Job Aids|Price List Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Sales Invoice Print Job Aids|Sales Invoice Print Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Update User Profile Job Aids|Update User Profile Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Feedback Job Aids|Feedback Job Aids]]
 |- style="box-sizing: inherit;"
 | style="" |Sales Aids
 | style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]]
-|-
+|- style="box-sizing: inherit;"
-|Purchase Aids
+| style="" |Purchase Aids
-|[[Oojeema Pro Purchase Job Aids]]
+| style="" |[[Oojeema Pro Purchase Job Aids|Purchase Job Aids]]
-|-
+|- style="box-sizing: inherit;"
-|Expense Aids
+| style="" |Expense Aids
-|[[Oojeema Pro Expense Job Aids]]
+| style="" |[[Oojeema Pro Expense Job Aids|Expense Job Aids]]
-|-
+|- style="box-sizing: inherit;"
-|Journal Aids
+| style="" |Journal Aids
-|[[Oojeema Pro Journal Job Aids]]
+| style="" |[[Oojeema Pro Journal Job Aids|Journal Job Aids]]
 |- style="box-sizing: inherit;"
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Job Aids'''
-|-
+|- style="box-sizing: inherit;"
-|Financial Statements
+| style="" |Financial Statements
-|[[Pro Balance Sheet Job Aids|Balance Sheet Job Aids]]<nowiki> | </nowiki>[[Pro Income Statement Job Aids|Income Statement Job Aids]]<nowiki> | </nowiki>[[Pro Trial Balance Job Aids|Trial Balance Job Aids]]<nowiki> | </nowiki>[[Pro General Ledger Job Aids|General Ledger Job Aids]]<nowiki> | </nowiki>[[Pro General Journal Job Aids|General Journal Job Aids]]<nowiki> | </nowiki>[[Pro Statement of Account Job Aids|Statement of Account Job Aids]]<nowiki> | </nowiki>[[Pro Accounts Receivable Aging Job Aids|Accounts Receivable Aging Job Aids]]<nowiki> | </nowiki>[[Pro Accounts Payable Aging Job Aids|Accounts Payable Aging Job Aids]]
+| style="" |[[Pro Balance Sheet Job Aids|Balance Sheet Job Aids]]<nowiki> | </nowiki>[[Pro Income Statement Job Aids|Income Statement Job Aids]]<nowiki> | </nowiki>[[Pro Trial Balance Job Aids|Trial Balance Job Aids]]<nowiki> | </nowiki>[[Pro General Ledger Job Aids|General Ledger Job Aids]]<nowiki> | </nowiki>[[Pro General Journal Job Aids|General Journal Job Aids]]<nowiki> | </nowiki>[[Pro Statement of Account Job Aids|Statement of Account Job Aids]]<nowiki> | </nowiki>[[Pro Accounts Receivable Aging Job Aids|Accounts Receivable Aging Job Aids]]<nowiki> | </nowiki>[[Pro Accounts Payable Aging Job Aids|Accounts Payable Aging Job Aids]]
-|-
+|- style="box-sizing: inherit;"
-|Inventory Reports
+| style="" |Inventory Reports
-|[[Pro Sales Report Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Report Job Aids]]<nowiki> | </nowiki>[[Pro Item Tracking Job Aids]]
+| style="" |[[Pro Sales Report Job Aids|Sales Report Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Report Job Aids|Purchase Report Job Aids]]<nowiki> | </nowiki>[[Pro Item Tracking Job Aids|Item Tracking Job Aids]]
-|-
+|- style="box-sizing: inherit;"
-|Tracking Reports
+| style="" |Tracking Reports
-|[[Pro Audit Trail Job Aids]]
+| style="" |[[Pro Audit Trail Job Aids|Audit Trail Job Aids]]
-|-
+|- style="box-sizing: inherit;"
-|Tax Reports
+| style="" |Tax Reports
-|[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Journal Job Aids|Purchase Journal Job Aids]]<nowiki> | </nowiki>[[Pro Receipt Journal Job Aids|Receipt Journal Job Aids]]<nowiki> | </nowiki>[[Pro Discount Senior and PWD Job Aids|Discount Senior and PWD Job Aids]]<nowiki> | </nowiki>[[Pro Disbursement Journal Job Aids|Disbursement Journal Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 0605 Job Aids|BIR Form 0605 Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 0619E Job Aids|BIR Form 0619E Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 1601E Job Aids|BIR Form 1601E Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 1601EQ Job Aids|BIR Form 1601EQ Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 1604E Job Aids|BIR Form 1604E Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Relief Job Aids|Purchase Relief Job Aids]]
+| style="" |[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Journal Job Aids|Purchase Journal Job Aids]]<nowiki> | </nowiki>[[Pro Receipt Journal Job Aids|Receipt Journal Job Aids]]<nowiki> | </nowiki>[[Pro Discount Senior and PWD Job Aids|Discount Senior and PWD Job Aids]]<nowiki> | </nowiki>[[Pro Disbursement Journal Job Aids|Disbursement Journal Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 0605 Job Aids|BIR Form 0605 Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 0619E Job Aids|BIR Form 0619E Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 1601E Job Aids|BIR Form 1601E Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 1601EQ Job Aids|BIR Form 1601EQ Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 1604E Job Aids|BIR Form 1604E Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Relief Job Aids|Purchase Relief Job Aids]]
 |}