Purchase Relief - Revision history

Gelo: Changed categories.

2022-04-06T06:55:29Z

Changed categories.

Gelo at 02:41, 1 April 2022

2022-04-01T02:41:26Z

Gelo at 04:56, 28 March 2022

2022-03-28T04:56:05Z

Gelo at 04:50, 14 December 2021

2021-12-14T04:50:27Z

Gelo at 04:38, 14 December 2021

2021-12-14T04:38:12Z

Gelo at 17:35, 6 September 2021

2021-09-06T17:35:34Z

Gelo at 03:26, 17 June 2021

2021-06-17T03:26:37Z

Gelo at 02:38, 15 March 2021

2021-03-15T02:38:47Z

Gelo at 04:48, 1 March 2021

2021-03-01T04:48:27Z

Gelo at 03:36, 1 March 2021

2021-03-01T03:36:06Z

← Older revision		Revision as of 06:55, 6 April 2022
Line 114:		Line 114:
	\|[[Sales Journal]]<nowiki> \| </nowiki>[[Purchase Journal]]<nowiki> \| </nowiki>[[VAT Summary]]<nowiki> \| </nowiki>[[BIR Form 2550M]]<nowiki> \| </nowiki>[[BIR Form 2550Q]]<nowiki> \| </nowiki>[[BIR Form 2551Q]]<nowiki> \| </nowiki>[[BIR Form 0619-E]]<nowiki> \| </nowiki>[[BIR Form 1601E-Q]]<nowiki> \| </nowiki>[[BIR Form 1604E]]<nowiki> \| </nowiki>[[Sales Relief]]<nowiki> \| </nowiki>[[Purchase Relief]]<nowiki> \| </nowiki>[[SAWT\|Summary Alphalist of Withholding Tax]]		\|[[Sales Journal]]<nowiki> \| </nowiki>[[Purchase Journal]]<nowiki> \| </nowiki>[[VAT Summary]]<nowiki> \| </nowiki>[[BIR Form 2550M]]<nowiki> \| </nowiki>[[BIR Form 2550Q]]<nowiki> \| </nowiki>[[BIR Form 2551Q]]<nowiki> \| </nowiki>[[BIR Form 0619-E]]<nowiki> \| </nowiki>[[BIR Form 1601E-Q]]<nowiki> \| </nowiki>[[BIR Form 1604E]]<nowiki> \| </nowiki>[[Sales Relief]]<nowiki> \| </nowiki>[[Purchase Relief]]<nowiki> \| </nowiki>[[SAWT\|Summary Alphalist of Withholding Tax]]
	\|}		\|}
		+	[[Category:Purchase]]
		+	[[Category:Tax Reports]]
		+	[[Category:Financials]]

@@ Line 75: / Line 75: @@
 #Click '''[[Reports]] U'''nder the Main Menu.
-#Under Reports Menu, Click '''[[Purchase Relief|Purchase Relief Report]]''' under [[Tax Reports]].
+#Under Reports Page, Click '''[[Purchase Relief|Purchase Relief Report]]''' under [[Tax Reports]] section.
 #Under [[Purchase Relief]] Report, click the '''CSV Button''' on the right side. Take note that you can also filter the Date Range and Customer for Precise Exportation of Records.
@@ Line 83: / Line 83: @@
 #Click [[Reports]] Under the Main Menu.
-#Under Reports Menu, Click '''[[Purchase Relief|Purchase Relief Report]]''' under [[Tax Reports]].
+#Under Reports Page, Click '''[[Purchase Relief|Purchase Relief Report]]''' under [[Tax Reports]] section.
 #Under [[Purchase Relief]] Report, click the '''DAT Button''' on the right side.
@@ Line 92: / Line 92: @@
 #Under the Main Menu, Click '''[[Reports]]'''
 #Under Reports Menu, Click '''[[Purchase Relief|Purchase Relief Report]]''' under [[Tax Reports]].
-#Under [[Purchase Relief]] Report, Click the linked amount under Gross Amount Column in order to redirect you to the voucher information on that respective amount.
+#Under [[Purchase Relief]] Report, Clicking the linked amount under Gross Amount Column in order to redirect you to the voucher information on that respective amount.
 [[File:Tax Reports - Purchase Relief - View.png|center|thumb|2441x2441px]]

@@ Line 1: / Line 1: @@
-<div style="text-align: center;">[[Tax Reports]] | [[Purchase Relief]]<br /></div>
+<div style="text-align: center;">[[Tax Reports]] | [[Purchase Relief]] | [[Accounts Payable]] | [[Payment Voucher]]<br /></div>
 ==Purchase Relief==
 ======Purchase Relief Report======
 '''Purchase Relief Report''' <span style="color: rgb(51, 51, 51)">refers to the Summary List of Purchases that are taxable and non taxable within the certain period.</span>
-====== <span class="mw-headline" id="Requirements_before_using_Sales_Relief_Report" style="box-sizing: inherit;">Requirements before using Purchase Relief Report</span> ======
+======<span class="mw-headline" id="Requirements_before_using_Sales_Relief_Report" style="box-sizing: inherit;">Requirements before using Purchase Relief Report</span>======
 The user should have the following records in order to use the Purchase Relief Report
-* [[Accounts Payable]]
+*[[Accounts Payable]]
-* [[Payment Voucher]]
+*[[Payment Voucher]]
-* [[Company]]
+*[[Company]]
-* [[Supplier]]
+*[[Supplier]]
-* [[Tax]]
+*[[Tax]]
 {| class="wikitable"
@@ Line 69: / Line 72: @@
 #Clicking Gross Sales Transactions amount will redirect the user to the [[Accounts Payable]] transaction.
-===== <span class="mw-headline" id="Exporting_Purchase_Relief_Report" style="box-sizing: inherit;">Exporting Purchase Relief Report</span> =====
+=====<span class="mw-headline" id="Exporting_Purchase_Relief_Report" style="box-sizing: inherit;">Exporting Purchase Relief Report CSV</span>=====
-# Under the Main Menu, Click '''[[Reports]]'''
+[[File:Tax Reports - Purchase Relief - Export DAT.png|border|center|1500x1500px]]
-===== <span class="mw-headline" id="Viewing_Detailed_Gross_Sales_in_Purchase_Relief_Report" style="box-sizing: inherit;">Viewing Detailed Gross Sales in Purchase Relief Report</span> =====
+=====<span class="mw-headline" id="Viewing_Detailed_Gross_Sales_in_Purchase_Relief_Report" style="box-sizing: inherit;">Viewing Detailed Gross Amount in Purchase Relief Report</span>=====
-# Under the Main Menu, Click '''[[Reports]]'''
+#Under the Main Menu, Click '''[[Reports]]'''
-# Under Reports Menu, Click '''[[Purchase Relief|Purchase Relief Report]]''' under [[Tax Reports]].
+#Under Reports Menu, Click '''[[Purchase Relief|Purchase Relief Report]]''' under [[Tax Reports]].
-# Under [[Purchase Relief]] Report, Click the linked amount under Gross Sales Column in order to redirect you to the voucher information on that respective amount.
+#Under [[Purchase Relief]] Report, Click the linked amount under Gross Amount Column in order to redirect you to the voucher information on that respective amount.
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
@@ Line 90: / Line 105: @@
 | style="" |Maintenance
 | style="" |[[Company]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Tax]]
 |-
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module([[Reports]])'''

@@ Line 4: / Line 4: @@
 ======Purchase Relief Report======
 '''Purchase Relief Report''' <span style="color: rgb(51, 51, 51)">refers to the Summary List of Purchases that are taxable and non taxable within the certain period.</span>
 {| class="wikitable"
 |+<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Purchase Relief Report Terms on Oojeema System</span>
@@ Line 57: / Line 67: @@
 Notes:
 #Clicking Gross Sales Transactions amount will redirect the user to the [[Accounts Payable]] transaction.
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
@@ Line 71: / Line 92: @@
 |- style="box-sizing: inherit;"
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 |- style="box-sizing: inherit;"
 | style="" |Maintenance Aids
@@ Line 85: / Line 103: @@
 |Tax Reports
 |[[Sales Journal]]<nowiki> | </nowiki>[[Purchase Journal]]<nowiki> | </nowiki>[[VAT Summary]]<nowiki> | </nowiki>[[BIR Form 2550M]]<nowiki> | </nowiki>[[BIR Form 2550Q]]<nowiki> | </nowiki>[[BIR Form 2551Q]]<nowiki> | </nowiki>[[BIR Form 0619-E]]<nowiki> | </nowiki>[[BIR Form 1601E-Q]]<nowiki> | </nowiki>[[BIR Form 1604E]]<nowiki> | </nowiki>[[Sales Relief]]<nowiki> | </nowiki>[[Purchase Relief]]<nowiki> | </nowiki>[[SAWT|Summary Alphalist of Withholding Tax]]
 |}

@@ Line 1: / Line 1: @@
-<div style="text-align: center;">[[Tax Reports]] | [[Purchase Relief]] | [[Purchase Relief Aids]]<br /></div>
+<div style="text-align: center;">[[Tax Reports]] | [[Purchase Relief]]<br /></div>
 ==Purchase Relief==
 ======Purchase Relief Report======
 '''Purchase Relief Report''' <span style="color: rgb(51, 51, 51)">refers to the Summary List of Purchases that are taxable and non taxable within the certain period.</span>
@@ Line 62: / Line 60: @@
 #Clicking Gross Sales Transactions amount will redirect the user to the [[Accounts Payable]] transaction.
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:

@@ Line 31: / Line 31: @@
 |-
 |5. '''TIN'''
-|Tax Identification Number of the [[Customer]]
+|Tax Identification Number of the [[Supplier]]
 |-
 |6. '''Vendor'''

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">[[Tax Reports]] | [[Purchase Relief]] | [[Purchase Relief Aids]]<br /></div>
-== Purchase Relief ==
+==Purchase Relief==
 [[File:Purchase Relief Report Menu List.png|center|thumb|1100x1100px|Purchase Relief Report Menu List]]
-====== Purchase Relief Report ======
+======Purchase Relief Report======
 '''Purchase Relief Report''' <span style="color: rgb(51, 51, 51)">refers to the Summary List of Purchases that are taxable and non taxable within the certain period.</span>
-<span style="color: rgb(51, 51, 51)">Purchase Relief Report Terms on Oojeema System</span>
+{| class="wikitable"
-# '''Record Filters'''(Date Range, Suppliers, Item List) - This refers to the set of filters for precise searching of records.
+*Date Range is set automatically by the current month by default.
-#* Date Range is set automatically by the current month by default.
+*Supplier is set to Filter: All by default
-#* Supplier is set to Filter: All by default
+*Item List is set by 10 records per page by default.
-#* Item List is set by 10 records per page by default.
+|-
-# '''Exports''' - refers on how the records want to be exported(by CSV or DAT)
+|2. '''Exports'''
-# '''Company Details''' - Refers to the basic information of the [[Company]].
+|Refers on how the records want to be exported(by CSV or DAT)
-#* This can be updated by visiting the [[Company]] Maintenance Module.
+|-
-#* Company Details may vary depending on the [[Branch]] chosen which can be seen in Maintenance Module.
+|3. '''Company Details'''
-# '''Taxable Month''' - Month filtered for transaction records.
+|Refers to the basic information of the [[Company]].
 Notes:
-# For further instructions on how to Export Records, how to View Gross Purchase Transactions, the user may visit Sales Relief Reports Job Aids which can be found [[Purchase Relief Aids|here]]
+#For further instructions on how to Export Records, how to View Gross Purchase Transactions, the user may visit Sales Relief Reports Job Aids which can be found [[Purchase Relief Aids|here]]
-# Clicking Gross Sales Transactions amount will redirect the user to the [[Accounts Payable]] transaction.
+#Clicking Gross Sales Transactions amount will redirect the user to the [[Accounts Payable]] transaction.
-====== <span class="mw-headline" id="Sales_Relief_Report_View_Transaction" style="box-sizing: inherit;">Purchase Relief Report View Transaction</span> ======
+======<span class="mw-headline" id="Sales_Relief_Report_View_Transaction" style="box-sizing: inherit;">Purchase Relief Report View Transaction</span>======
 [[File:Purchase Relief Report View Transaction.png|center|thumb|1200x1200px|Purchase Relief Report View Transaction]]
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"

← Older revision	Revision as of 03:36, 1 March 2021
Line 1:	Line 1:
−	+	<div style="text-align: center;">[[Tax Reports]] \| [[Purchase Relief]] \| [[Purchase Relief Aids]]<br />
	+	{\| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: "Open Sans", Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
	+	\|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" \|Categories:
	+	! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" \|'''Modules'''
	+	\|- style="box-sizing: inherit;"
	+	\| style="" \|Financials
	+	\| style="" \|[[Accounts Payable]]<nowiki> \| </nowiki>[[Payment Voucher]]
	+	\|- style="box-sizing: inherit;"
	+	\| style="" \|Maintenance
	+	\| style="" \|[[Branch]]<nowiki> \| </nowiki>[[Company]]<nowiki> \| </nowiki>[[Supplier]]<nowiki> \| </nowiki>[[Tax]]
	+	\|- style="box-sizing: inherit;"
	+	\| colspan="2" style="vertical-align:middle;text-align:center;" \|'''Job Aid Modules'''
	+	\|- style="box-sizing: inherit;"
	+	\| style="" \|Financials Aids
	+	\| style="" \|[[Accounts Payable Aids]]<nowiki> \| </nowiki>[[Payment Voucher Aids]]
	+	\|- style="box-sizing: inherit;"
	+	\| style="" \|Maintenance Aids
	+	\| style="" \|[[Branch Aids]]<nowiki> \| </nowiki>[[Company Aids]]<nowiki> \| </nowiki>[[Supplier Aids]]<nowiki> \| </nowiki>[[Tax Aids]]
	+	\|-
	+	\| colspan="2" style="vertical-align:middle;text-align:center;" \|'''Reports Module([[Reports]])'''
	+	\|-
	+	\|Reports
	+	\|[[Tax Reports]]
	+	\|-
	+	\|Tax Reports
	+	\|[[Sales Journal]]<nowiki> \| </nowiki>[[Purchase Journal]]<nowiki> \| </nowiki>[[VAT Summary]]<nowiki> \| </nowiki>[[BIR Form 2550M]]<nowiki> \| </nowiki>[[BIR Form 2550Q]]<nowiki> \| </nowiki>[[BIR Form 2551Q]]<nowiki> \| </nowiki>[[BIR Form 0619-E]]<nowiki> \| </nowiki>[[BIR Form 1601E-Q]]<nowiki> \| </nowiki>[[BIR Form 1604E]]<nowiki> \| </nowiki>[[Sales Relief]]<nowiki> \| </nowiki>[[Purchase Relief]]<nowiki> \| </nowiki>[[SAWT\|Summary Alphalist of Withholding Tax]]
	+	\|-
	+	\| colspan="2" style="vertical-align:middle;text-align:center;" \|'''Reports Aid'''
	+	\|-
	+	\|Tax Reports
	+	\|[[Sales Journal Aids]]<nowiki> \| </nowiki>[[Purchase Journal Aids]]<nowiki> \| </nowiki>[[VAT Summary Aids]]<nowiki> \| </nowiki>[[BIR Form 2550M Aids]]<nowiki> \| </nowiki>[[BIR Form 2550Q Aids]]<nowiki> \| </nowiki>[[BIR Form 2551Q Aids]]<nowiki> \| </nowiki>[[BIR Form 0619-E Aids]]<nowiki> \| </nowiki>[[BIR Form 1601E-Q Aids]]<nowiki> \| </nowiki>[[BIR Form 1604E Aids]]<nowiki> \| </nowiki>[[Sales Relief Aids]]<nowiki> \| </nowiki>[[Purchase Relief Aids]]<nowiki> \| </nowiki>[[SAWT Aids\|Summary Alphalist of Withholding Taxes Aids]]
	+	\|}</div>