Setting Account - Revision history

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2020-12-09T02:49:30Z

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<span style="font-size:12.0pt;line-height:150%;mso-ascii-font-family:
Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-weight:bold">To set-up an Oojeema account for your business:</span>

<span style="mso-bidi-font-weight:bold"><span style="mso-list:Ignore">1. <span style="font:7.0pt "Times New Roman""> </span></span>From Oojeema website ''(https://oojeema.com/<nowiki/>)''</span><span style="mso-bidi-font-weight:
bold">, click “Try for Free!”.</span>

<span style="mso-bidi-font-weight:bold"><span style="mso-list:Ignore">2. <span style="font:7.0pt "Times New Roman""> </span></span>Fill-out the user details – for initial admin’s account registration and company details.</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">a. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Package type to avail – Demo ''(14-day trial)'', Lite ''(Free)'', Pro ''(P800/month)''</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">b. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Initial admin’s Name</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">c. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Initial admin’s Contact Number</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">d. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Company Name – this will be the company name to be displayed on all transactions</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">e. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Company Address – this will be the company address to be displayed on all downloadable/printed transactions</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">f. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Company Email Address – recipient of account verification email</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">g. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Password – account log-in password</span>

<span style="mso-bidi-font-weight:bold"><span style="mso-list:Ignore">3. <span style="font:7.0pt "Times New Roman""> </span></span>Click “Next”, then the “Terms of Use” will be displayed. Tick the checkbox to agree to the Terms of Use and click “Next”.</span>

<span style="mso-bidi-font-weight:bold"><span style="mso-list:Ignore">4. <span style="font:7.0pt "Times New Roman""> </span></span>Verify your account by checking the verification link sent to the entered email address.</span>

<span style="mso-bidi-font-weight:bold"><span style="mso-list:Ignore">5. <span style="font:7.0pt "Times New Roman""> </span></span>After verifying your account, log in using the email address and password you have entered in the form before and fill-out the “Company Details”.</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">a. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Country</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">b. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Region</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">c. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Province</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">d. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Company / Business Type</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">e. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Line of Business – this will be the basis for the default Chart of Accounts</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">f. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Tax ID Number (optional) – can add later on in the Company Information page</span>

<span style="mso-bidi-font-weight:bold"><span style="mso-list:Ignore">6. <span style="font:7.0pt "Times New Roman""> </span></span>Click “Next”, then fill-out “Bank Details” or you may skip this part by clicking “Next”. You can add bank accounts later on in the Bank Maintenance page.</span>

<span style="mso-bidi-font-weight:bold"><span style="mso-list:Ignore">7. <span style="font:7.0pt "Times New Roman""> </span></span>Finally, setup your Chart of Accounts. You may invite your accountant to help you here by clicking “Invite Accountant”.</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">a. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">To add another account in your Chart of Accounts – click “Add an account” button. You can still add accounts later on in the Chart of Accounts maintenance page.</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">b. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">To save the chart of accounts as draft which you may finalize later on – click “Save as Draft” button.</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">c. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">To finalize your Chart of Accounts – click “Finalize” button. Upon finalizing the Chart of Accounts, you will be redirected to your accounts’ home page.</span>