Difference between revisions of "Oojeema Pro Journal Job Aids"

Revision as of 15:30, 21 June 2021

Journal Job Aids

Managing Journal Voucher

Creating Purchase Transaction

Under Main Menu, Click Journal
Under Journal Menu, Click Create New Journal Voucher
Fill up the necessary fields on the Header Part
Fill up the Account Field
Click Save
- User has an option on how the Journal Voucher will be save. Below are the following options on saving a Journal Voucher
  - Save - the system will save the Journal Voucher and will redirect the user to Journal Voucher Menu
  - Save and New - the system will save the Journal Voucher and will redirect the user to Journal Voucher Menu
  - Save and Preview - the system will save the Journal Voucher and will redirect the user on viewing the Journal Voucher.

Viewing Journal Voucher Voucher

Under Main Menu, Click Journal
Under Journal Voucher Menu, Select a Journal Voucher that needs to view its Details, click the drop-down button then choose View
Under view Journal Voucher, the user has an option to Edit, or Exit the Transaction

Editing Expense Transaction

Under Main Menu, Click Journal
Under Journal Voucher Menu, Select a Journal Voucher that needs to update its Details, click the drop-down button then choose Edit
Update the necessary fields
Click Save
- User has an option on how the Invoice will be save. Below are the following options on saving an Journal Voucher
  - Save - the system will save the Journal Voucher and will redirect the user to Journal Voucher Menu
  - Save and New - the system will save the Journal Voucher and will redirect the user to Journal Voucher Menu
  - Save and Preview - the system will save the Journal Voucher and will redirect the user on viewing the Journal Voucher.

Printing Expense Transaction

Under Main Menu, Click Journal
Under Expense Menu, Select a Journal Voucher that needs to print its Details, click the drop-down button then choose Print

Cancelling Expense Transaction

Under Main Menu, Click Journal
Under Expense Menu, Select a Journal Voucher that needs to cancel, click the drop-down button then choose Cancel
Click Yes to proceed in cancelling the Journal Voucher

Pro Sales Invoice (Cancel) - Step 03.png

@@ Line 1: / Line 1: @@
 ==Journal Job Aids==
-=====Managing Expense Transaction=====
+=====Managing Journal Voucher=====
 ======<span class="toctext ve-pasteProtect" style="box-sizing: inherit; font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; display: table-cell; padding-right: 1em;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; font-family: \&quot;Open Sans\&quot;, Roboto, arial, sans-serif; display: table-cell; padding-right: 1em;&quot;}">Creating Purchase Transaction</span>======
-#Under Main Menu, Click '''Journal'''
+#Under Main Menu, Click '''Journal'''[[File:Pro Journal Module (Create) - Step 01.png|center|950x950px]]<br />
-#Under Journal Menu, Click Create New Expense
+#Under Journal Menu, Click Create '''New Journal Voucher'''[[File:Pro Journal Module (Create) - Step 02.png|center|798x798px]]<br />
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Fill up the necessary fields on the Header Part</span>
+#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Fill up the necessary fields on the Header Part</span>[[File:Pro Journal Module (Create) - Step 03.png|center|950x950px]]<br />
-#*Take Note that the Vendor field is required for this transaction
+#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Fill up the Account Field</span>[[File:Pro Journal Module (Create) - Step 04.png|center|950x950px]]<br />
-#*User can add a Vendor under Vendor field by clicking the Drop-down arrow then choose '''Add New Vendor'''
+#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Click Save</span>[[File:Pro Journal Module (Create) - Step 05.png|center|950x950px]]<br />
-#**<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Make sure to fill up the required fields in order to create new Vendor.</span>
+#*User has an option on how the Journal Voucher will be save. Below are the following options on saving a Journal Voucher[[File:Pro Expense Module (Saving Voucher) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Expense%20Module%20(Saving%20Voucher)%20-%20Step%2001.png|center|143x143px]]
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Fill up the Account Field</span>
+#**Save - the system will save the Journal Voucher and will redirect the user to Journal Voucher Menu
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Click Save</span>
+#**Save and New - the system will save the Journal Voucher and will redirect the user to Journal Voucher Menu
-#*User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
+#**Save and Preview - the system will save the Journal Voucher and will redirect the user on viewing the Journal Voucher.
-#**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
-======<span class="toctext ve-pasteProtect" style="box-sizing: inherit; font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; display: table-cell; padding-right: 1em;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; font-family: \&quot;Open Sans\&quot;, Roboto, arial, sans-serif; display: table-cell; padding-right: 1em;&quot;}">Viewing Expense Transaction</span>======
+======<span class="toctext ve-pasteProtect" style="box-sizing: inherit; font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; display: table-cell; padding-right: 1em;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; font-family: \&quot;Open Sans\&quot;, Roboto, arial, sans-serif; display: table-cell; padding-right: 1em;&quot;}">Viewing Journal Voucher Voucher</span>======
-#Under Main Menu, Click <span class="ve-pasteProtect">'''Expense'''</span>
+#Under Main Menu, Click <span class="ve-pasteProtect">'''Journal'''</span>[[File:Pro Journal Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Journal%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Purchase Menu, Select a Expense Transaction that needs to view its Details, click the drop-down button then choose</span> '''View'''
+#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Journal Voucher Menu, Select a Journal Voucher that needs to view its Details, click the drop-down button then choose</span> '''View'''[[File:Pro Journal Voucher (View) - Step 02.png|center|147x147px]]<br />
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under view Purchase, the user has an option to Issue Payment, Edit, Show its entries or Exit the Transaction</span>
+#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under view Journal Voucher, the user has an option to Edit, or Exit the Transaction</span>[[File:Pro Journal Module (View) - Step 03.png|center|950x950px]]<br />
 ======<span class="mw-headline ve-pasteProtect" id="Editing_Purchase_Transaction" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Editing Expense Transaction</span>======
-#Under Main Menu, Click <span class="ve-pasteProtect">'''Expense'''</span>
+#Under Main Menu, Click '''Journal'''[[File:Pro Journal Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Journal%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Expense Menu, Select a Expense Transaction that needs to update its Details, click the drop-down button then choose</span> '''Edit'''
+#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Journal Voucher Menu, Select a Journal Voucher that needs to update its Details, click the drop-down button then choose</span> '''Edit'''[[File:Pro Journal Module (Edit) - Step 2.png|center|147x147px]]<br />
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Update the necessary fields</span>
+#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Update the necessary fields</span>[[File:Pro Journal Module (Edit) - Step 03.png|center|950x950px]]<br />
 #Click Save
-#*User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
+#*User has an option on how the Invoice will be save. Below are the following options on saving an Journal Voucher[[File:Pro Expense Module (Saving Voucher) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Expense%20Module%20(Saving%20Voucher)%20-%20Step%2001.png|center|143x143px]]
-#**Save - the system will save the Purchase Transaction and will redirect the user to Expense Module Menu
+#**Save - the system will save the Journal Voucher and will redirect the user to Journal Voucher Menu
-#**Save and New - the system will save the Purchase Transaction and will redirect the user to Create Expense Menu
+#**Save and New - the system will save the Journal Voucher and will redirect the user to Journal Voucher Menu
-#**Save and Preview - the system will save the Purchase Transaction and will redirect the user on viewing the Expense Transaction.
+#**Save and Preview - the system will save the Journal Voucher and will redirect the user on viewing the Journal Voucher.
-#**Save and Pay - the system will save the Expense Transaction and will redirect the user on Issue Payments Menu
 ======<span class="mw-headline ve-pasteProtect" id="Printing_Purchase_Transaction" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Printing Expense Transaction</span>======
-#Under Main Menu, Click <span class="ve-pasteProtect">'''Expense'''</span>
+#Under Main Menu, Click <span class="ve-pasteProtect">'''Journal'''</span>[[File:Pro Journal Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Journal%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Expense Menu, Select a Expense Transaction that needs to print its Details, click the drop-down button then choose</span> '''Print'''<br />
+#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Expense Menu, Select a Journal Voucher that needs to print its Details, click the drop-down button then choose</span> '''Print'''[[File:Pro Journal Module (Print) - Step 02.png|center|147x147px]]<br />
-======<span class="mw-headline ve-pasteProtect" id="Issuing_Payment_on_Purchase_Transaction" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Issuing Payment on Expense Transaction</span>======
-#Under Main Menu, Click <span class="ve-pasteProtect">'''Expense'''</span>
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Expense Menu, Select a Expense Transaction that needs to issue its payments, click the drop-down button then choose</span> '''Issue Payment'''
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Issue Payment Menu, fill up the necessary fields and click Save</span>
 ======<span class="mw-headline ve-pasteProtect" id="Cancelling_Purchase_Transaction" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Cancelling Expense Transaction</span>======
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Main Menu, Click <span class="ve-pasteProtect">'''Expense'''</span></span>
+#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Main Menu, Click <span class="ve-pasteProtect">'''Journal'''</span></span>[[File:Pro Journal Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Journal%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Expense Menu, Select a Expense Transaction that needs to cancel, click the drop-down button then choose</span> '''Cancel'''
+#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Expense Menu, Select a Journal Voucher that needs to cancel, click the drop-down button then choose</span> '''Cancel'''[[File:Pro Journal Voucher (Cancel) - Step02.png|center|147x147px]]<br />
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Click Yes to proceed in cancelling the Expense Transaction</span>
+#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Click Yes to proceed in cancelling the Journal Voucher</span>
-=====<span class="mw-headline ve-pasteProtect" id="Managing_Imports_and_Exports_of_Purchase" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Managing Imports and Exports of Expense</span>=====
-======<span class="mw-headline ve-pasteProtect" id="Exporting_Purchases" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Exporting Purchases</span>======
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Main Menu, Click <span class="ve-pasteProtect">'''Expense'''</span></span>
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Expense Menu, Click Options then choose</span> '''Export Purchase'''
-#*<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Take note that the user has an option to use the record filters for precise exporting of records</span>
-======<span class="mw-headline ve-pasteProtect" id="Importing_Purchases" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Importing Purchases</span>======
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Main Menu, Click <span class="ve-pasteProtect">'''Expense'''</span></span>
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Expense Menu, Click Options then choose</span> '''Import Purchase'''
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Download the Template in the Link provided</span>
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Fill out the Template</span>
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Attach the Template then Click</span> '''Import.'''<br />
-=====<span class="mw-headline ve-pasteProtect" id="Issuing_Payments_on_Purchase_Module" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Issuing Payments on Expense Module</span>=====
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Main Menu, Click <span class="ve-pasteProtect">'''Expense'''</span></span>
+[[File:Pro Sales Invoice (Cancel) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Cancel)%20-%20Step%2003.png|center|283x283px]]<br />
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Expense Menu, Click '''Issue Payments'''</span>
-#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Fill up the necessary fields and choose the Expense Transactions that needs to be paid</span>
-#Click Save

User

Wiki

Using Oojeema Prime

Prime - Sales Modules

Prime - Purchase

Prime - Billing

Prime - Financials

Prime - Inventory

Prime - Bank Recon

Prime - Maintenance Data

Prime - Reports Data

Bank Reconcilliation

Financial Statements

Tracking Reports

Tax Reports

Difference between revisions of "Oojeema Pro Journal Job Aids"

Revision as of 15:30, 21 June 2021

Contents

Journal Job Aids

Managing Journal Voucher

Creating Purchase Transaction

Viewing Journal Voucher Voucher

Editing Expense Transaction

Printing Expense Transaction

Cancelling Expense Transaction

Manage page

Associated links

Export

Toolbox

QR code

Mode

Page information

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