Difference between revisions of "Pro Income Statement Job Aids"

(Created page with "== Income Statement Sheet Job Aids == ====== Exporting Balance Sheet ====== # Under Main Menu, Click '''Reports'''File:Pro Balance Sheet (Export) - Step 01.png|link=https:...")
 
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== Income Statement Sheet Job Aids ==
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==Income Statement Sheet Job Aids==
  
====== Exporting Balance Sheet ======
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======Exporting Balance Sheet======
  
# Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
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#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
# Under Reports Menu, Go to Financial statements then click '''Income Statement'''[[File:Pro Income Statement (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Income%20Statement%20(Export)%20-%20Step%2002.png|center]]<br />
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#Under Reports Menu, Go to Financial statements then click '''Income Statement'''[[File:Pro Income Statement (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Income%20Statement%20(Export)%20-%20Step%2002.png|center]]<br />
#* The user can also click the Search bar then look for '''Income Statement'''[[File:Pro Income Statement (Export) - Step 02.1.png|center|600x600px]]<br />
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#*The user can also click the Search bar then look for '''Income Statement'''[[File:Pro Income Statement (Export) - Step 02.1.png|center|600x600px]]<br />
# Click the CSV button to Extract the report into CSV Excel File
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#Click the CSV button to Extract the report into CSV Excel File[[File:Pro Income Statement (Export) - Step 03.png|center|950x950px]]<br />
#* The user has an option to filter the record by changing the year, Filtering the date range or click ick the Balance Sheet Report Tab(Monthly, Quarterly, Yearly)
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#*The user has an option to filter the record by changing the year, Filtering the date range or click ick the Balance Sheet Report Tab(Monthly, Quarterly, Yearly)[[File:Pro Income Statement (Export) - Step 03.1.png|center|600x600px]]<br />
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====== Viewing Detailed Income Statement ======
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#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
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#Under Reports Menu, Go to Financial statements then click '''Income Statement'''[[File:Pro Income Statement (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Income%20Statement%20(Export)%20-%20Step%2002.png|center]]
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#*The user can also click the Search bar then look for '''Income Statement'''[[File:Pro Income Statement (Export) - Step 02.1.png|center|600x600px|link=https://docs.oojeema.com/File:Pro_Income_Statement_(Export)_-_Step_02.1.png]]
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# Click the amount link for a specific Income Statement Lines. This is also applicable on Quarterly and Yearly Income Statement Reports[[File:Pro Income Statement (View) - Step 03.png|center|950x950px]][[File:Pro Income Statement (View) - Step 03.1.png|center|950x950px]][[File:Pro Income Statement (View) - Step 03.2.png|center|950x950px]]<br />
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# Clicking the Voucher will redirect the user to the transaction.[[File:Pro Income Statement (View) - Step 04.png|center|950x950px]]<br />

Revision as of 13:18, 28 June 2021

Income Statement Sheet Job Aids

Exporting Balance Sheet
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Financial statements then click Income Statement
    Pro Income Statement (Export) - Step 02.png

    • The user can also click the Search bar then look for Income Statement
      Pro Income Statement (Export) - Step 02.1.png

  3. Click the CSV button to Extract the report into CSV Excel File
    Pro Income Statement (Export) - Step 03.png

    • The user has an option to filter the record by changing the year, Filtering the date range or click ick the Balance Sheet Report Tab(Monthly, Quarterly, Yearly)
      Pro Income Statement (Export) - Step 03.1.png

Viewing Detailed Income Statement
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Financial statements then click Income Statement
    Pro Income Statement (Export) - Step 02.png
    • The user can also click the Search bar then look for Income Statement
      Pro Income Statement (Export) - Step 02.1.png
  3. Click the amount link for a specific Income Statement Lines. This is also applicable on Quarterly and Yearly Income Statement Reports
    Pro Income Statement (View) - Step 03.png
    Pro Income Statement (View) - Step 03.1.png
    Pro Income Statement (View) - Step 03.2.png

  4. Clicking the Voucher will redirect the user to the transaction.
    Pro Income Statement (View) - Step 04.png