Difference between revisions of "Pro Sales Journal Job Aids"

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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 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 <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''Sales Journal'''</span>[[File:Pro Sales Journal (Export) - Step 02.png|center|1184x1184px]]<br />
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#Under Reports Menu, Go to Tax Reports then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''Sales Journal'''</span>[[File:Pro Sales Journal (Export) - Step 02.png|center|1184x1184px]]<br />
 
#*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Sales Journal</span>[[File:Pro Sales Journal (Export) - Step 02.1.png|center|316x316px]]<br />
 
#*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Sales Journal</span>[[File:Pro Sales Journal (Export) - Step 02.1.png|center|316x316px]]<br />
 
#Click the CSV button to Extract the report into CSV Excel File[[File:Pro Sales Journal (Export) - Step 03.png|center|950x950px]]<br />
 
#Click the CSV button to Extract the report into CSV Excel File[[File:Pro Sales Journal (Export) - Step 03.png|center|950x950px]]<br />
 
#*The user has an option to filter the record by  Date Range, Item and Item Display[[File:Pro Sales Journal (Export) - Step 03.1.png|center|600x600px]]<br />
 
#*The user has an option to filter the record by  Date Range, Item and Item Display[[File:Pro Sales Journal (Export) - Step 03.1.png|center|600x600px]]<br />

Revision as of 13:10, 12 July 2021


Sales Journal Job Aids

Exporting Sales Journal
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Tax Reports then click Sales Journal
    Pro Sales Journal (Export) - Step 02.png

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

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

    • The user has an option to filter the record by Date Range, Item and Item Display
      Pro Sales Journal (Export) - Step 03.1.png