Sales Journal - Revision history

Gelo: Changed categories.

2022-04-07T06:41:20Z

Changed categories.

Gelo: Changed categories.

2022-04-06T06:30:03Z

Changed categories.

Gelo at 02:20, 1 April 2022

2022-04-01T02:20:08Z

Gelo at 04:42, 10 March 2022

2022-03-10T04:42:38Z

Gelo at 06:14, 7 December 2021

2021-12-07T06:14:42Z

Gelo at 06:08, 7 December 2021

2021-12-07T06:08:44Z

Gelo at 05:49, 7 December 2021

2021-12-07T05:49:12Z

Gelo at 05:38, 30 April 2021

2021-04-30T05:38:32Z

Gelo at 05:07, 12 March 2021

2021-03-12T05:07:05Z

Gelo at 06:31, 19 February 2021

2021-02-19T06:31:17Z

← Older revision		Revision as of 06:41, 7 April 2022
Line 102:		Line 102:
	[[Category:Tax Reports]]		[[Category:Tax Reports]]
	[[Category:Sales]]		[[Category:Sales]]
		+	[[Category:Financials]]
		+	[[Category:Billing]]

← Older revision		Revision as of 06:30, 6 April 2022
Line 100:		Line 100:
	\|[[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:Tax Reports]]
		+	[[Category:Sales]]

@@ Line 65: / Line 65: @@
 =====<span class="mw-headline" id="Exporting_Sales_Journal" style="box-sizing: inherit;">Exporting Sales Journal</span>=====
-#Under the Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
-#Under Reports Menu, Click '''[[Sales Journal]]''' under [[Tax Reports]].
+#Under Reports Page, Click '''[[Sales Journal]]''' under [[Tax Reports]] section.
-#Under [[Sales Journal]], click the '''Export Button''' on the right side. Take note that you can filter the Date for precise exportation of records.
+#Under Sales Journal, click the Export Button on the right side. Take note that you can filter the Date and Customer for precise exportation of records.
 [[File:Tax Reports - Sales Journal - Export.png|border|center|1615x1615px]]
@@ Line 73: / Line 73: @@
 =====<span class="mw-headline" id="Viewing_Reference_Voucher_on_Sales_Journal" style="box-sizing: inherit;">Viewing Reference Voucher on Sales Journal</span>=====
-#Under the Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
 #Under Reports Menu, Click '''[[Sales Journal]]''' under [[Tax Reports]].
 #Under [[Sales Journal]], you can check the following linked voucher in the Reference No. column. Clicking the voucher will redirect you to View mode of the Voucher.

@@ Line 4: / Line 4: @@
 =====Sales Journal Menu List=====
 '''Sales Journal''' refers to the <span style="color: rgb(51, 51, 51)">Report for the recording of the sales on credit to customers(Customer's Receivables)</span>
-===== <span class="mw-headline" id="Requirements_before_using_Returns_per_Customer" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_AR_Detailed_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Accounts_Receivable_Aging" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales Journal</span></span></span></span></span> =====
+=====<span class="mw-headline" id="Requirements_before_using_Returns_per_Customer" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_AR_Detailed_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Accounts_Receivable_Aging" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales Journal</span></span></span></span></span>=====
-* The user should setup have the following records in order to proceed on using the Sales Journal
+*The user should setup have the following records in order to proceed on using the Sales Journal
-** [[Customer]]
+**[[Customer]]
-** [[Sales Invoice]]
+**[[Sales Invoice]]
 {| class="wikitable" style="margin: auto;"
@@ Line 59: / Line 61: @@
 *Customer must be '''ACTIVE''' status in order to View its Records in the Filter.
-**Customer status can be seen in [[Customer]] Maintenance Module
+**Customer status can be seen in [[Customer]] Maintenance Module<br />
-===== <span class="mw-headline" id="Exporting_Sales_Journal" style="box-sizing: inherit;">Exporting Sales Journal</span> =====
+=====<span class="mw-headline" id="Exporting_Sales_Journal" style="box-sizing: inherit;">Exporting Sales Journal</span>=====
-# Under the Main Menu, Click '''[[Reports]]'''
+#Under the Main Menu, Click '''[[Reports]]'''
-# Under Reports Menu, Click '''[[Sales Journal]]''' under [[Tax Reports]].
+#Under Reports Menu, Click '''[[Sales Journal]]''' under [[Tax Reports]].
-# Under [[Sales Journal]], click the '''Export Button''' on the right side. Take note that you can filter the Date for precise exportation of records.
+#Under [[Sales Journal]], click the '''Export Button''' on the right side. Take note that you can filter the Date for precise exportation of records.
-===== <span class="mw-headline" id="Viewing_Reference_Voucher_on_Sales_Journal" style="box-sizing: inherit;">Viewing Reference Voucher on Sales Journal</span> =====
+[[File:Tax Reports - Sales Journal - Export.png|border|center|1615x1615px]]
-# Under the Main Menu, Click '''[[Reports]]'''
+#Under the Main Menu, Click '''[[Reports]]'''
-# Under Reports Menu, Click '''[[Sales Journal]]''' under [[Tax Reports]].
+#Under Reports Menu, Click '''[[Sales Journal]]''' under [[Tax Reports]].
-# Under [[Sales Journal]], you can check the following linked voucher in the Reference No. column. Clicking the voucher will redirect you to View mode of the Voucher.
+#Under [[Sales Journal]], you can check the following linked voucher in the Reference No. column. Clicking the voucher will redirect you to View mode of the Voucher.
 <br />
 {| class="wikitable" style="margin: auto;"
@@ Line 81: / Line 85: @@
 | style="" |Sales
 | style="" |[[Sales Invoice]]
 |- style="box-sizing: inherit;"
 | style="" |Maintenance
 | style="" |[[Customer]]<nowiki> | </nowiki>[[Tax]]
 |-
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module([[Reports]])'''

@@ Line 3: / Line 3: @@
 ==Sales Journal==
-======Sales Journal Menu List======
+=====Sales Journal Menu List=====
 '''Sales Journal''' refers to the <span style="color: rgb(51, 51, 51)">Report for the recording of the sales on credit to customers(Customer's Receivables)</span>
 {| class="wikitable" style="margin: auto;"
 |+Sales Journal Menu Terms on Oojeema Prime System
@@ Line 53: / Line 60: @@
 *Customer must be '''ACTIVE''' status in order to View its Records in the Filter.
 **Customer status can be seen in [[Customer]] Maintenance Module
-*To check the computation of each Tax, the user may Visit Tax Module page which can be found [[Tax|here]]
+*To check the computation of each Tax, the user may Visit Tax Module page which can be found [[Tax|here]]<br />
-*For detailed instructions on how to Export and View Invoices in Sales Journal, the user may visit the Sales Journal Job Aids which can be found [[Sales Journal Aids|here]]<br />
-======Sales Journal View Reference No.======
+# Under the Main Menu, Click '''[[Reports]]'''
-[[File:Sales Journal View Reference.png|center|thumb|1000x1000px|Sales Journal View Reference]]
+# Under Reports Menu, Click '''[[Sales Journal]]''' under [[Tax Reports]].
-{| 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="margin: auto;"
+# Under [[Sales Journal]], click the '''Export Button''' on the right side. Take note that you can filter the Date for precise exportation of records.
 |+ 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'''
@@ Line 83: / Line 100: @@
 |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]]
 |}

← Older revision		Revision as of 05:49, 7 December 2021
Line 1:		Line 1:
−	<div style="text-align: center;">[[Tax Reports]] \| [[Sales Journal~~]] \| [[Sales Journal Aids~~]]</div>	+	<div style="text-align: center;">[[Tax Reports]] \| [[Sales Journal]]</div>

	==Sales Journal==		==Sales Journal==

@@ Line 26: / Line 26: @@
 |-
 |4. '''Customer's TIN'''
-|TIN number of the Customer
+|TIN number of the [[Customer]]
 |-
 |5. '''Customer's Name'''
-|Name of the Customer
+|Name of the [[Customer]]
 |-
 |6. '''Description'''
@@ Line 40: / Line 40: @@
 |Amount in the Invoice.
-* Discounts and other computations is already applied on this Amount.
+*Discounts and other computations is already applied on this Amount.
 |-
 |9. '''Discount Amount'''

@@ Line 5: / Line 5: @@
 ======Sales Journal Menu List======
 [[File:Sales Journal Menu List.png|center|thumb|1050x1050px|Sales Journal Menu List]]
 '''Sales Journal''' refers to the <span style="color: rgb(51, 51, 51)">Report for the recording of the sales on credit to customers(Customer's Receivables)</span>
-Sales Journal Menu Terms on Oojeema Prime System
+*Date Range will be automatically set as the Current Month by default
 *Customer will be automatically be set as Filter: All by default
-#'''Record Filter'''(Date Range, Customer) - Set of record filters for precise searching of records.
+|-
-#*Date Range will be automatically set as the Current Month by default
+|2. '''Export'''
-#*Customer will be automatically be set as Filter: All by default
+|Allows the user to export the records in the report.
-#'''Date''' - Date of the Transaction
+|-
-#'''Customer's TIN''' - TIN number of the Customer
+|3. '''Date'''
-#'''Customer's Name''' - Name of the Customer
+|Date of the Transaction
-#'''Description''' - Any remarks on the Transaction/Invoice.
+|-
-#'''Reference No.''' - Reference No of the [[Sales Invoice]]
+|4. '''Customer's TIN'''
-#'''Amount''' - Amount in the Invoice.
+|TIN number of the Customer
-#*Discounts and other computations is already applied on this Amount.
+|-
-#'''Discount Amount''' - Discount amount applied on the Transaction.
+|5. '''Customer's Name'''
-#'''VAT Amount''' - Tax Amount Applied on the Transaction
+|Name of the Customer
-#'''Net Sales''' - Amount accumulated from sales after VAT is Applied.
+|-
 Notes:

@@ Line 61: / Line 61: @@
 |-
 |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 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]]
+|[[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]]
 |}