Pro Statement of Account Job Aids - Revision history

Gelo at 04:57, 11 August 2021

2021-08-11T04:57:59Z

Gelo at 04:10, 9 July 2021

2021-07-09T04:10:48Z

Gelo: Created page with "{{DISPLAYTITLE:Statement of Account Job Aids}} == Statement of Account Job Aids ==..."

2021-07-09T04:05:56Z

Created page with "{{DISPLAYTITLE:Statement of Account Job Aids}} == Statement of Account Job Aids ==..."

New page

{{DISPLAYTITLE:Statement of Account Job Aids}}

== Statement of Account Job Aids ==

====== Exporting Statement of Account ======

# Under Main Menu, Click '''Reports'''.[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
# Under Reports Menu, Go to Financial statements then click '''Statement of Account''' [[File:Pro Statement of Accounts (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.png|center|623x623px]]
#* The user can also click the Search bar then look for Statement of Account[[File:Pro Statement of Accounts (Export) - Step 02.1.png|center|318x318px]] 
# Click the PDF button to Extract the report into PDF File[[File:Pro Statement of Accounts (Export) - Step 03.png|center|950x950px]] 
#* The user has an option to filter the record by Date range and Customer[[File:Pro Statement of Accounts (Export) - Step 03.1.png|center|600x600px]] 

====== Viewing Detailed Statement of Account Entries ======

# Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
# Under Reports Menu, Go to Financial statements then click '''Statement of Account''' [[File:Pro Statement of Accounts (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.png|center|623x623px]]
#* The user can also click the Search bar then look for '''Statement of Account'''[[File:Pro Statement of Accounts (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.1.png|center|318x318px]]
# Clicking the Voucher will redirect the user to the transaction.

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE:Statement of Account Job Aids}}
+<div style="text-align: center;">
 ==<span class="mw-headline" id="General_Ledger_Job_Aids" style="box-sizing: inherit;">Statement of Account Job Aids</span>==
@@ Line 9: / Line 11: @@
 #*The user can also click the Search bar then look for <span style="box-sizing: inherit;">Statement of Account</span>[[File:Pro Statement of Accounts (Export) - Step 02.1.png|center|318x318px]]<br />
 #Click the PDF button to Extract the report into PDF File[[File:Pro Statement of Accounts (Export) - Step 03.png|center|950x950px]]<br />
-#*The user has an option to filter the record by Date range and Customer[[File:Pro Statement of Accounts (Export) - Step 03.1.png|center|600x600px]]<br />
+#*The user has an option to filter the record by Date range and [[Pro Customer|Customer]][[File:Pro Statement of Accounts (Export) - Step 03.1.png|center|600x600px]]<br />
 ======<span class="mw-headline" id="Viewing_Detailed_General_Ledger_Entries" style="box-sizing: inherit;"><span class="mw-headline" id="Viewing_Detailed_Trial_Balance_Entries" style="box-sizing: inherit;"><span class="mw-headline" id="Viewing_Detailed_Income_Statement" style="box-sizing: inherit;">Viewing Detailed Statement of Account Entries</span></span></span>======
@@ Line 16: / Line 18: @@
 #Under Reports Menu, Go to Financial statements then click <span style="box-sizing: inherit;">'''Statement of Account'''</span><br />[[File:Pro Statement of Accounts (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.png|center|623x623px]]
 #*The user can also click the Search bar then look for <span style="box-sizing: inherit;">'''Statement of Account'''</span>[[File:Pro Statement of Accounts (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.1.png|center|318x318px]]
-#Clicking the Voucher will redirect the user to the transaction.[[File:Pro Statement of Accounts (View Voucher) - Step 03.png|center|1029x1029px]]<br />
+#Clicking the Voucher will redirect the user to the transaction.[[File:Pro Statement of Accounts (View Voucher) - Step 03.png|center|1029x1029px]]

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE:Statement of Account Job Aids}}
-== <span class="mw-headline" id="General_Ledger_Job_Aids" style="box-sizing: inherit;">Statement of Account Job Aids</span> ==
+==<span class="mw-headline" id="General_Ledger_Job_Aids" style="box-sizing: inherit;">Statement of Account Job Aids</span>==
-====== <span class="mw-headline" id="Exporting_General_Ledger" style="box-sizing: inherit;"><span class="mw-headline" id="Exporting_Balance_Sheet" style="box-sizing: inherit;">Exporting Statement of Account</span></span> ======
+======<span class="mw-headline" id="Exporting_General_Ledger" style="box-sizing: inherit;"><span class="mw-headline" id="Exporting_Balance_Sheet" style="box-sizing: inherit;">Exporting Statement of Account</span></span>======
-# Under Main Menu, Click '''Reports'''.[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
+#Under Main Menu, Click '''Reports'''.[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
-# Under Reports Menu, Go to Financial statements then click <span style="box-sizing: inherit;">'''Statement of Account'''</span><br />[[File:Pro Statement of Accounts (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.png|center|623x623px]]
+#Under Reports Menu, Go to Financial statements then click <span style="box-sizing: inherit;">'''Statement of Account'''</span><br />[[File:Pro Statement of Accounts (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.png|center|623x623px]]
-#* The user can also click the Search bar then look for <span style="box-sizing: inherit;">Statement of Account</span>[[File:Pro Statement of Accounts (Export) - Step 02.1.png|center|318x318px]]<br />
+#*The user can also click the Search bar then look for <span style="box-sizing: inherit;">Statement of Account</span>[[File:Pro Statement of Accounts (Export) - Step 02.1.png|center|318x318px]]<br />
-# Click the PDF button to Extract the report into PDF File[[File:Pro Statement of Accounts (Export) - Step 03.png|center|950x950px]]<br />
+#Click the PDF button to Extract the report into PDF File[[File:Pro Statement of Accounts (Export) - Step 03.png|center|950x950px]]<br />
-#* The user has an option to filter the record by Date range and Customer[[File:Pro Statement of Accounts (Export) - Step 03.1.png|center|600x600px]]<br />
+#*The user has an option to filter the record by Date range and Customer[[File:Pro Statement of Accounts (Export) - Step 03.1.png|center|600x600px]]<br />
-====== <span class="mw-headline" id="Viewing_Detailed_General_Ledger_Entries" style="box-sizing: inherit;"><span class="mw-headline" id="Viewing_Detailed_Trial_Balance_Entries" style="box-sizing: inherit;"><span class="mw-headline" id="Viewing_Detailed_Income_Statement" style="box-sizing: inherit;">Viewing Detailed Statement of Account Entries</span></span></span> ======
+======<span class="mw-headline" id="Viewing_Detailed_General_Ledger_Entries" style="box-sizing: inherit;"><span class="mw-headline" id="Viewing_Detailed_Trial_Balance_Entries" style="box-sizing: inherit;"><span class="mw-headline" id="Viewing_Detailed_Income_Statement" style="box-sizing: inherit;">Viewing Detailed Statement of Account Entries</span></span></span>======
-# Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
+#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
-# Under Reports Menu, Go to Financial statements then click <span style="box-sizing: inherit;">'''Statement of Account'''</span><br />[[File:Pro Statement of Accounts (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.png|center|623x623px]]
+#Under Reports Menu, Go to Financial statements then click <span style="box-sizing: inherit;">'''Statement of Account'''</span><br />[[File:Pro Statement of Accounts (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.png|center|623x623px]]
-#* The user can also click the Search bar then look for <span style="box-sizing: inherit;">'''Statement of Account'''</span>[[File:Pro Statement of Accounts (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.1.png|center|318x318px]]
+#*The user can also click the Search bar then look for <span style="box-sizing: inherit;">'''Statement of Account'''</span>[[File:Pro Statement of Accounts (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.1.png|center|318x318px]]
-# Clicking the Voucher will redirect the user to the transaction.
+#Clicking the Voucher will redirect the user to the transaction.[[File:Pro Statement of Accounts (View Voucher) - Step 03.png|center|1029x1029px]]<br />