Gelo at 04:03, 20 April 2022

2022-04-20T04:03:21Z

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2022-04-20T03:58:51Z

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<span class="bs-visualeditorconnector-cancel-edit oo-ui-widget oo-ui-widget-enabled oo-ui-buttonElement oo-ui-buttonElement-frameless oo-ui-iconElement oo-ui-buttonWidget oo-ui-buttonElement-active" aria-disabled="false" style="box-sizing: inherit; display: inline-block; line-height: normal; vertical-align: middle; position: relative; margin-right: 0px; border-left: 1px solid rgb(200, 204, 209); padding: 5px;"><span class="oo-ui-iconElement-icon oo-ui-icon-clear" title="Cancel edit. Unsaved changes will be discarded" style="box-sizing: inherit; background-image: linear-gradient(transparent, transparent), url("data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2220%22 height=%2220%22 viewBox=%220 0 20 20%22%3E%3Ctitle%3Eclear%3C/title%3E%3Cpath d=%22M10 0a10 10 0 1 0 10 10A10 10 0 0 0 10 0zm5.66 14.24l-1.41 1.41L10 11.41l-4.24 4.25-1.42-1.42L8.59 10 4.34 5.76l1.42-1.42L10 8.59l4.24-4.24 1.41 1.41L11.41 10z%22/%3E%3C/svg%3E"); background-size: contain; background-position: center center; background-repeat: no-repeat; position: absolute; top: 0px; min-width: 20px; width: 1.42857em; min-height: 20px; height: 26.25px; display: block; transform: translateZ(0px); opacity: 0.87; transition: opacity 100ms ease 0s; left: 0.357143em;">[https://docs.oojeema.com/index.php?title=Chart_of_Accounts&veaction=editsource#]

==Adding New Account==
[[File:Oojeema Pro - Add New Account Process Flow.png|center|thumb|324x324px]]To add an Account:

#Click on the Gear icon in the system header. Select "Maintenance", then select “Chart of Accounts”. The Chart of Accounts will be displayed.
#Click “Options” button, then select “Add New Account”.
#Add New Account form will be displayed. Fill it out:
##Account Codes – accepts alphanumeric, max of 15 characters
##Account Name – accepts alphanumeric, special character, max of 100 characters
##Account class – for account class selection ''(displays “none” by default)''.
##FS Presentation – for financial statements ''(Balance Sheet, Income Statement)'' selection ''(displays “none” by default)''.
##Account Type – for account type ''(Both, Child, Parent)'' selection ''(displays “Both” by default)''.
##Parent Account Title – for parent account selection ''(displays “none” by default)''.
##Account Nature – for account nature ''(Debit, Credit)'' selection ''(displays “none” by default)''.
#After filling-out the form, click “Save” button to store new account details. Otherwise, click “Exit”, to discard entries and exit the form.

==Importing New Accounts==
[[File:Oojeema Pro - Import Accounts Process Flow.png|center|thumb|385x385px]]To add new accounts by batch:

#Click on the Gear icon in the system header. Select "Maintenance", then select “Chart of Accounts”. The Chart of Accounts will be displayed.
#Click “Options” button, then select “Import Accounts”. Import Accounts pop-up window will be displayed.
#Download the sample template by clicking the “here” link, and open the downloaded file.
#On the downloaded template, fill-out the information needed for each columns of the template:
#*Sample filled-out Import Accounts template[[File:Oojeema Pro - Import Accounts CSV.png|center|thumb|650x650px]]
#After filling out the form, save it on your computer and upload it back to the system, then back to the Import Account pop-up window, click “Import”. Imported Accounts will be displayed in the Chart of Account list.

==Viewing, Editing, Deleting Account==
User can view, edit, delete accounts by clicking the corresponding function’s link in the Chart of Accounts list-specific account dropdown menu list.[[File:Oojeema Pro - Manage Accounts.png|center|thumb|520x520px]]
==Exporting Chart of Accounts==
User can export the chart of accounts by clicking “Options” button, then click “Export Accounts”.[[File:Oojeema Pro - Export Accounts.png|center|thumb|480x480px]][[File:Oojeema Pro - Export Accounts CSV.png|center|thumb|650x650px]]

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-<span class="bs-visualeditorconnector-cancel-edit oo-ui-widget oo-ui-widget-enabled oo-ui-buttonElement oo-ui-buttonElement-frameless oo-ui-iconElement oo-ui-buttonWidget oo-ui-buttonElement-active" aria-disabled="false" style="box-sizing: inherit; display: inline-block; line-height: normal; vertical-align: middle; position: relative; margin-right: 0px; border-left: 1px solid rgb(200, 204, 209); padding: 5px;"><span class="oo-ui-iconElement-icon oo-ui-icon-clear" title="Cancel edit. Unsaved changes will be discarded" style="box-sizing: inherit; background-image: linear-gradient(transparent, transparent), url(&quot;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2220%22 height=%2220%22 viewBox=%220 0 20 20%22%3E%3Ctitle%3Eclear%3C/title%3E%3Cpath d=%22M10 0a10 10 0 1 0 10 10A10 10 0 0 0 10 0zm5.66 14.24l-1.41 1.41L10 11.41l-4.24 4.25-1.42-1.42L8.59 10 4.34 5.76l1.42-1.42L10 8.59l4.24-4.24 1.41 1.41L11.41 10z%22/%3E%3C/svg%3E&quot;); background-size: contain; background-position: center center; background-repeat: no-repeat; position: absolute; top: 0px; min-width: 20px; width: 1.42857em; min-height: 20px; height: 26.25px; display: block; transform: translateZ(0px); opacity: 0.87; transition: opacity 100ms ease 0s; left: 0.357143em;"></span><span class="oo-ui-labelElement-label" style="box-sizing: inherit;"></span></span>[https://docs.oojeema.com/index.php?title=Chart_of_Accounts&veaction=editsource#]
+<span class="bs-visualeditorconnector-cancel-edit oo-ui-widget oo-ui-widget-enabled oo-ui-buttonElement oo-ui-buttonElement-frameless oo-ui-iconElement oo-ui-buttonWidget oo-ui-buttonElement-active" style="box-sizing: inherit; display: inline-block; line-height: normal; vertical-align: middle; position: relative; margin-right: 0px; border-left: 1px solid rgb(200, 204, 209); padding: 5px;" aria-disabled="false"><span class="oo-ui-iconElement-icon oo-ui-icon-clear" title="Cancel edit. Unsaved changes will be discarded" style="box-sizing: inherit; background-image: linear-gradient(transparent, transparent), url(&quot;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2220%22 height=%2220%22 viewBox=%220 0 20 20%22%3E%3Ctitle%3Eclear%3C/title%3E%3Cpath d=%22M10 0a10 10 0 1 0 10 10A10 10 0 0 0 10 0zm5.66 14.24l-1.41 1.41L10 11.41l-4.24 4.25-1.42-1.42L8.59 10 4.34 5.76l1.42-1.42L10 8.59l4.24-4.24 1.41 1.41L11.41 10z%22/%3E%3C/svg%3E&quot;); background-size: contain; background-position: center center; background-repeat: no-repeat; position: absolute; top: 0px; min-width: 20px; width: 1.42857em; min-height: 20px; height: 26.25px; display: block; transform: translateZ(0px); opacity: 0.87; transition: opacity 100ms ease 0s; left: 0.357143em;"></span><span class="oo-ui-labelElement-label" style="box-sizing: inherit;"></span></span>
 ==Adding New Account==
 [[File:Oojeema Pro - Add New Account Process Flow.png|center|thumb|324x324px]]<span style="font-size:12.0pt;line-height:115%">To add an Account:</span>

Pro Chart of Accounts - Revision history

Gelo at 04:03, 20 April 2022