Difference between revisions of "Oojeema Pro Expense Job Aids"

Line 7: Line 7:
 
#Under Main Menu, Click '''Expense'''[[File:Pro Expense Module (Create) - Step 01.png|center|950x950px]]<br />
 
#Under Main Menu, Click '''Expense'''[[File:Pro Expense Module (Create) - Step 01.png|center|950x950px]]<br />
 
#Under Expense Menu, Click Create '''New Expense'''[[File:Pro Expense Module (Create) - Step 02.png|center|767x767px]]<br />
 
#Under Expense Menu, Click Create '''New Expense'''[[File:Pro Expense Module (Create) - Step 02.png|center|767x767px]]<br />
#<span style="color: rgb(51, 51, 51)">Fill up the necessary fields on the Header Part</span>[[File:Pro Expense Module (Create) - Step 03.png|center|950x950px]]<br />
+
#<span style="color: rgb(51, 51, 51)">Fill up the necessary fields on the Header Part</span>[[File:Pro Expense Module (Create) - Step 03.png|center|953x953px]]<br />
 
#*Take Note that the Vendor field is required for this transaction
 
#*Take Note that the Vendor field is required for this transaction
 
#*User can add a Vendor under Vendor field by clicking the Drop-down arrow then choose '''Add New Vendor'''[[File:Pro Expense Module (Add Vendor) - Step 01.png|center|600x600px]]<br />
 
#*User can add a Vendor under Vendor field by clicking the Drop-down arrow then choose '''Add New Vendor'''[[File:Pro Expense Module (Add Vendor) - Step 01.png|center|600x600px]]<br />

Revision as of 15:01, 21 June 2021

Expense Job Aids

Managing Expense Transaction
Creating Expense Transaction
  1. Under Main Menu, Click Expense
    Pro Expense Module (Create) - Step 01.png

  2. Under Expense Menu, Click Create New Expense
    Pro Expense Module (Create) - Step 02.png

  3. Fill up the necessary fields on the Header Part
    Pro Expense Module (Create) - Step 03.png

    • Take Note that the Vendor field is required for this transaction
    • User can add a Vendor under Vendor field by clicking the Drop-down arrow then choose Add New Vendor
      Pro Expense Module (Add Vendor) - Step 01.png

      • Make sure to fill up the required fields in order to create new Vendor.
        Pro Purchase Module (Add Vendor) - Step 02.png

  4. Fill up the Account Field
    Pro Expense Module (Create) - Step 04.png
    • User has an option to apply the withholding task by clicking the dropdown arrow on the Withholding tax field.
      Pro Expense Module (Withholding Tax) - Step 01.png

  5. Click Save
    Pro Expense Module (Create) - Step 05.png

    • User has an option on how the Expense will be save. Below are the following options on saving an Invoice
      Pro Sales Invoice (Save Option) - Step 01.png
      • Save - the system will save the Expense Transaction and will redirect the user to Expense Module Menu
      • Save and New - the system will save the Expense Transaction and will redirect the user to Create Expense Menu
      • Save and Preview - the system will save the Expense Transaction and will redirect the user on viewing the Expense Transaction.
      • Save and Pay - the system will save the Expense Transaction and will redirect the user on Issue Payments Menu
Viewing Expense Transaction
  1. Under Main Menu, Click Expense
    Pro Expense Module (Create) - Step 01.png
  2. Under Expense Menu, Select a Expense Transaction that needs to view its Details, click the drop-down button then choose View
    Pro Purchase Module (View) - Step 02.png
  3. Under view Expense, the user has an option to Print, Issue Payment, Edit, Show its entries or Exit the Transaction
    Pro Expense Module (View) - Step 03.png

Editing Expense Transaction
  1. Under Main Menu, Click Expense
    Pro Expense Module (Create) - Step 01.png
  2. Under Expense Menu, Select a Expense Transaction that needs to update its Details, click the drop-down button then choose Edit
    Pro Purchase Module (Edit) - Step 02.png

  3. Update the necessary fields
    Pro Expense Module (Edit) - Step 03.png

  4. Click Save
    Pro Sales Invoice (Save Option) - Step 01.png
    • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
      • Save - the system will save the Purchase Transaction and will redirect the user to Expense Module Menu
      • Save and New - the system will save the Purchase Transaction and will redirect the user to Create Expense Menu
      • Save and Preview - the system will save the Purchase Transaction and will redirect the user on viewing the Expense Transaction.
      • Save and Pay - the system will save the Expense Transaction and will redirect the user on Issue Payments Menu
Printing Expense Transaction
  1. Under Main Menu, Click Expense
    Pro Expense Module (Create) - Step 01.png
  2. Under Expense Menu, Select a Expense Transaction that needs to print its Details, click the drop-down button then choose Print
    Pro Purchase Module (Print) - Step 02.png

Issuing Payment on Expense Transaction
  1. Under Main Menu, Click Expense
    Pro Expense Module (Create) - Step 01.png
  2. Under Expense Menu, Select a Expense Transaction that needs to issue its payments, click the drop-down button then choose Issue Payment
    Pro Purchase Module (Issue Payment) - Step 02.png
  3. Under Issue Payment Menu, fill up the necessary fields and click Save
    Pro Expense Module (Issue Payment) - Step 03.png

Cancelling Expense Transaction
  1. Under Main Menu, Click Expense
    Pro Expense Module (Create) - Step 01.png
  2. Under Expense Menu, Select a Expense Transaction that needs to cancel, click the drop-down button then choose Cancel
    Pro Purchase Module (Cancel) - Step 02.png
  3. Click Yes to proceed in cancelling the Expense Transaction
    Pro Sales Invoice (Cancel) - Step 03.png
Managing Imports and Exports of Expense
Exporting Expense
  1. Under Main Menu, Click Expense
    Pro Expense Module (Create) - Step 01.png
  2. Under Expense Menu, Click Options then choose Export Purchase
    Pro Expense Module (Export) - Step 02.png

    • Take note that the user has an option to use the record filters for precise exporting of records
      Pro Expense Module (Export - Step 02.1.png

Importing Expense
  1. Under Main Menu, Click Expense
    Pro Expense Module (Create) - Step 01.png
  2. Under Expense Menu, Click Options then choose Import PurchasePro Expense Module (Import) - Step 02.png
  3. Download the Template in the Link provided
    Pro Expense Module (Import) - Step 03.png

  4. Fill out the Template
    Pro Expense Module (Import) - Step 04.png

  5. Attach the Template then Click Import.
    Pro Expense Module (Import) - Step 05.png

Issuing Payments on Expense Module
  1. Under Main Menu, Click Expense
    Pro Expense Module (Create) - Step 01.png
  2. Under Expense Menu, Click Issue Payments
    Pro Expense Module (Issuing Payments) - Step 01.png

  3. Fill up the necessary fields and choose the Expense Transactions that needs to be paid
    Pro Expense Module (Issuing Payments) - Step 03.png

  4. Click Save