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Version of 11:50, 21 May 2021 by Gelo
Difference between revisions of "Pro Expense"
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| − | {{DISPLAYTITLE:Expense Module}} | + | {{DISPLAYTITLE:Expense Module}}<div style="text-align: center;"> |
| − | + | [[Pro Expense|Expense]] | [[Pro Expense Transaction|Expense Transaction]] | [[Pro Issue Payment Expense|Issue Payment Expense]] | [[Oojeema Pro Expense Job Aids|Expense Job Aids]] | |
| + | </div><br /> | ||
==Expense Module== | ==Expense Module== | ||
Allows the user to create Expense Transactions as well as issuing payments base from transaction. | Allows the user to create Expense Transactions as well as issuing payments base from transaction. | ||
| + | |||
| + | =====<span class="mw-headline" id="Requirements_before_using_Purchase_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Expense Module</span></span></span>===== | ||
| + | |||
| + | *The user should setup the following Maintenance Module in order to proceed on using the Expense Module | ||
| + | *#[[Pro Chart of Account|Chart of Account]] | ||
| + | *#[[Pro Vendors|Vendors]] | ||
| + | *#[[Pro Tax|Tax]] | ||
| + | *For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages: | ||
| + | *#[[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]] | ||
| + | *#[[Oojeema Pro Vendors Job Aids|Vendors Job Aids]] | ||
| + | *#[[Oojeema Pro Tax Job Aids|Tax Aids]] | ||
| + | |||
[[File:Pro Expense Menu List.png|center|thumb|954x954px|Expense Menu List]] | [[File:Pro Expense Menu List.png|center|thumb|954x954px|Expense Menu List]] | ||
<br /> | <br /> | ||
| Line 35: | Line 48: | ||
|} | |} | ||
| − | ===== Options Menu List ===== | + | =====Options Menu List===== |
[[File:Pro Expense Options Menu.png|center|thumb|178x178px|Expense Options Menu]] | [[File:Pro Expense Options Menu.png|center|thumb|178x178px|Expense Options Menu]] | ||
| − | ===== Record Option List ===== | + | =====Record Option List===== |
[[File:Pro Expense Record Option Menu.png|center|thumb|205x205px|Expense Record Option Menu]] | [[File:Pro Expense Record Option Menu.png|center|thumb|205x205px|Expense Record Option Menu]] | ||
<br /> | <br /> | ||
| − | ===== Import Expense List ===== | + | Notes: |
| + | |||
| + | *The user can only View, Edit, Issue Payment or Cancel a Transaction if the status is '''UNPAID''' | ||
| + | **For more details on how to View, Edit, Print, Issue Payment and Cancel a Purchase Transaction, Job aids can be found [[Oojeema Pro Expense Job Aids|here]] | ||
| + | |||
| + | =====Import Expense List===== | ||
[[File:Pro Expense Import Menu.png|center|thumb|579x579px|Expense Import Menu]] | [[File:Pro Expense Import Menu.png|center|thumb|579x579px|Expense Import Menu]] | ||
<br /> | <br /> | ||
| + | {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: "Open Sans", Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" | ||
| + | |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories: | ||
| + | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Expense | ||
| + | | style="" |[[Pro Purchase|Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order|Purchase Order]]<nowiki> | </nowiki>[[Pro Issue Payment|Issue Payment]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance | ||
| + | | style="" |[[Pro Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Vendors|Vendors]]<nowiki> | </nowiki>[[Pro Tax|Tax]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Expense Aids | ||
| + | | style="" |[[Oojeema Pro Expense Job Aids]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance Aids | ||
| + | | style="" |[[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]] <span style="box-sizing: inherit;"><nowiki>| </nowiki>[[Oojeema Pro Vendors Job Aids|Vendors Job Aids]]</span><nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]] | ||
| + | |} | ||
Latest revision as of 14:06, 29 July 2021
Contents
Expense Module
Allows the user to create Expense Transactions as well as issuing payments base from transaction.
Requirements before using Expense Module
- The user should setup the following Maintenance Module in order to proceed on using the Expense Module
- For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
| Field | Description |
|---|---|
| 1.Create Expense | Allows the user to create a Expense Transaction. |
| 2.Issue Payment | Allows the user to create a transaction for Issuing Payments. |
| 3.Options | Allows the user to Export or Import the list of Records |
| 4.Record Filter | Allows the user to set a specific filter options for precise searching of records |
| 5.Status Tab | Allows the user to set and filter the records based from its status. It can be
|
| 6.Summary of Records | List of Purchase Records given based from the set filters |
Options Menu List
Record Option List
Notes:
- The user can only View, Edit, Issue Payment or Cancel a Transaction if the status is UNPAID
- For more details on how to View, Edit, Print, Issue Payment and Cancel a Purchase Transaction, Job aids can be found here
Import Expense List
| Modules | |
|---|---|
| Expense | Purchase | Purchase Order | Issue Payment |
| Maintenance | Chart of Account | Vendors | Tax |
| Job Aid Modules | |
| Expense Aids | Oojeema Pro Expense Job Aids |
| Maintenance Aids | Chart of Accounts Job Aids | Vendors Job Aids | Tax Job Aids |