Difference between revisions of "Oojeema Pro Expense Job Aids"

 
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<div style="text-align: center;">
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[[Pro Expense|Expense]] | [[Pro Expense Transaction|Expense Transaction]] | [[Pro Issue Payment Expense|Issue Payment Expense]] | [[Oojeema Pro Expense Job Aids|Expense Job Aids]]
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</div><br />
 
==Expense Job Aids==
 
==Expense Job Aids==
  
 
=====Managing Expense Transaction=====
 
=====Managing Expense Transaction=====
  
======<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>======
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===== <span class="mw-headline" id="Requirements_before_Issuing_Payment_on_a_Expense_Transaction" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_creating_a_Expense_Transaction" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Expense_Module" style="box-sizing: inherit;"><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 the Expense Module</span></span></span></span></span></span> =====
  
# Under Main Menu, Click Expense
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* The user should setup the following Maintenance Module in order to proceed on using the Purchase Module
# Under Expense Menu, Click Create New Expense
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*# [[Pro Chart of Account|Chart of Account]]
# <span style="color: rgb(51, 51, 51)">Fill up the necessary fields on the Header Part</span>
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*# [[Pro Vendors|Vendors]]
#* Take Note that the Vendor field is required for this transaction
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*# [[Pro Tax|Tax]]
#* User can add a Vendor under Vendor field by clicking the Drop-down arrow then choose '''Add New Vendor'''
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* For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
#** <span style="color: rgb(51, 51, 51)">Make sure to fill up the required fields in order to create new Vendor.</span>
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*# [[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]]
# <span style="color: rgb(51, 51, 51)">Fill up the Account Field</span>
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*# [[Oojeema Pro Vendors Job Aids|Vendors Job Aids]]
# <span style="color: rgb(51, 51, 51)">Click Save</span>
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*# [[Oojeema Pro Tax Job Aids|Tax Aids]]
#* User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
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#** Save - the system will save the Purchase Transaction and will redirect the user to Expense Module Menu
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======<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 Expense Transaction</span>======
#** Save and New - the system will save the Purchase Transaction and will redirect the user to Create Expense Menu
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#** Save and Preview - the system will save the Purchase Transaction and will redirect the user on viewing the Expense Transaction.
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#Under Main Menu, Click '''[[Pro Expense|Expense]]'''[[File:Pro Expense Module (Create) - Step 01.png|center|950x950px]]<br />
#** Save and Pay - the system will save the Expense Transaction and will redirect the user on Issue Payments Menu
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#Under Expense Menu, Click Create '''New Expense'''[[File:Pro Expense Module (Create) - Step 02.png|center|767x767px]]<br />
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#<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 />
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#*Take Note that the [[Pro Vendors|Vendor]] field is required for this transaction
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#*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 />
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#**<span style="color: rgb(51, 51, 51)">Make sure to fill up the required fields in order to create new Vendor.</span>[[File:Pro Purchase Module (Add Vendor) - Step 02.png|center|628x628px|link=https://docs.oojeema.com/File:Pro_Purchase_Module_(Add_Vendor)_-_Step_02.png]]<br />
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#<span style="color: rgb(51, 51, 51)">Fill up the Account Field</span>[[File:Pro Expense Module (Create) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Expense%20Module%20(Create)%20-%20Step%2004.png|center|950x950px]]
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#*User has an option to apply the withholding task by clicking the dropdown arrow on the Withholding tax field.[[File:Pro Expense Module (Withholding Tax) - Step 01.png|center|600x600px]]<br />
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#<span style="color: rgb(51, 51, 51)">Click Save</span>[[File:Pro Expense Module (Create) - Step 05.png|center|950x950px]]<br />
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#*User has an option on how the Expense will be save. Below are the following options on saving an Expense Transaction[[File:Pro Sales Invoice (Save Option) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Save%20Option)%20-%20Step%2001.png|center|114x114px]]
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#**Save - the system will save the [[Pro Expense Transaction|Expense Transaction]] and will redirect the user to Expense Module Menu
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#**Save and New - the system will save the [[Pro Expense Transaction|Expense Transaction]] and will redirect the user to Create Expense Menu
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#**Save and Preview - the system will save the [[Pro Expense Transaction|Expense Transaction]] and will redirect the user on viewing the Expense Transaction.
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#**Save and Pay - the system will save the [[Pro Expense Transaction|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 Expense Transaction</span>======
  
# Under Main Menu, Click <span>'''Expense'''</span>
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#Under Main Menu, Click <span>'''[[Pro Expense|Expense]]'''</span>[[File:Pro Expense Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Expense%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
# <span style="color: rgb(51, 51, 51)">Under Purchase Menu, Select a Expense Transaction that needs to view its Details, click the drop-down button then choose</span> '''View'''
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#<span style="color: rgb(51, 51, 51)">Under Expense Menu, Select a Expense Transaction that needs to view its Details, click the drop-down button then choose</span> '''View'''[[File:Pro Purchase Module (View) - Step 02.png|center|181x181px|link=https://docs.oojeema.com/File:Pro_Purchase_Module_(View)_-_Step_02.png]]
# <span style="color: rgb(51, 51, 51)">Under view Purchase, the user has an option to Issue Payment, Edit, Show its entries or Exit the Transaction</span>
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#<span style="color: rgb(51, 51, 51)">Under view Expense, the user has an option to Print, Issue Payment, Edit, Show its entries or Exit the Transaction</span>[[File:Pro Expense Module (View) - Step 03.png|center|950x950px]]<br />
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======<span class="mw-headline" id="Editing_Purchase_Transaction" style="box-sizing: inherit;">Editing Expense Transaction</span>======
  
====== <span class="mw-headline" id="Editing_Purchase_Transaction" style="box-sizing: inherit;">Editing Expense Transaction</span> ======
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#Under Main Menu, Click <span>'''[[Pro Expense|Expense]]'''</span>[[File:Pro Expense Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Expense%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
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#<span style="color: rgb(51, 51, 51)">Under Expense Menu, Select a Expense Transaction that needs to update its Details, click the drop-down button then choose</span> '''Edit'''[[File:Pro Purchase Module (Edit) - Step 02.png|center|181x181px|link=https://docs.oojeema.com/File:Pro_Purchase_Module_(Edit)_-_Step_02.png]]<br />
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#<span style="color: rgb(51, 51, 51)">Update the necessary fields</span>[[File:Pro Expense Module (Edit) - Step 03.png|center|950x950px]]<br />
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#Click Save[[File:Pro Sales Invoice (Save Option) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Save%20Option)%20-%20Step%2001.png|center|114x114px]]
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#*User has an option on how the Invoice will be save. Below are the following options on saving an Expense Transaction
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#**Save - the system will save the Purchase Transaction and will redirect the user to Expense Module Menu
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#**Save and New - the system will save the Purchase Transaction and will redirect the user to Create Expense Menu
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#**Save and Preview - the system will save the Purchase Transaction and will redirect the user on viewing the Expense Transaction.
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#**Save and Pay - the system will save the Expense Transaction and will redirect the user on Issue Payments Menu
  
# Under Main Menu, Click <span>'''Expense'''</span>
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======<span class="mw-headline" id="Printing_Purchase_Transaction" style="box-sizing: inherit;">Printing Expense Transaction</span>======
# <span style="color: rgb(51, 51, 51)">Under Expense Menu, Select a Expense Transaction that needs to update its Details, click the drop-down button then choose</span> '''Edit'''
 
# <span style="color: rgb(51, 51, 51)">Update the necessary fields</span>
 
# Click Save
 
#* 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
 
  
====== <span class="mw-headline" id="Printing_Purchase_Transaction" style="box-sizing: inherit;">Printing Expense Transaction</span> ======
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#Under Main Menu, Click <span>'''Expense'''</span>[[File:Pro Expense Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Expense%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
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#<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'''[[File:Pro Purchase Module (Print) - Step 02.png|center|181x181px|link=https://docs.oojeema.com/File:Pro_Purchase_Module_(Print)_-_Step_02.png]]<br />
  
# Under Main Menu, Click <span>'''Expense'''</span>
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======<span class="mw-headline" id="Issuing_Payment_on_Purchase_Transaction" style="box-sizing: inherit;">Issuing Payment on 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 Expense Menu, Select a Expense Transaction that needs to print its Details, click the drop-down button then choose</span> '''Print'''<br />
 
  
====== <span class="mw-headline" id="Issuing_Payment_on_Purchase_Transaction" style="box-sizing: inherit;">Issuing Payment on Expense Transaction</span> ======
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#Under Main Menu, Click <span>'''[[Pro Expense|Expense]]'''</span>[[File:Pro Expense Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Expense%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
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#<span style="color: rgb(51, 51, 51)">Under Expense Menu, Select a Expense Transaction that needs to issue its payments, click the drop-down button then choose</span> '''[[Pro Issue Payment Expense|Issue Payment]]'''[[File:Pro Purchase Module (Issue Payment) - Step 02.png|center|181x181px|link=https://docs.oojeema.com/File:Pro_Purchase_Module_(Issue_Payment)_-_Step_02.png]]
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#<span style="color: rgb(51, 51, 51)">Under Issue Payment Menu, fill up the necessary fields and click Save</span>[[File:Pro Expense Module (Issue Payment) - Step 03.png|center|950x950px]]<br />
  
# Under Main Menu, Click <span>'''Expense'''</span>
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======<span class="mw-headline" id="Cancelling_Purchase_Transaction" style="box-sizing: inherit;">Cancelling Expense Transaction</span>======
# <span style="color: rgb(51, 51, 51)">Under Expense Menu, Select a Expense Transaction that needs to issue its payments, click the drop-down button then choose</span> '''Issue Payment'''
 
# <span style="color: rgb(51, 51, 51)">Under Issue Payment Menu, fill up the necessary fields and click Save</span>
 
  
====== <span class="mw-headline" id="Cancelling_Purchase_Transaction" style="box-sizing: inherit;">Cancelling Expense Transaction</span> ======
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#<span style="color: rgb(51, 51, 51)">Under Main Menu, Click <span>'''[[Pro Expense|Expense]]'''</span></span>[[File:Pro Expense Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Expense%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
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#<span style="color: rgb(51, 51, 51)">Under Expense Menu, Select a Expense Transaction that needs to cancel, click the drop-down button then choose</span> '''Cancel'''[[File:Pro Purchase Module (Cancel) - Step 02.png|center|181x181px|link=https://docs.oojeema.com/File:Pro_Purchase_Module_(Cancel)_-_Step_02.png]]
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#<span style="color: rgb(51, 51, 51)">Click Yes to proceed in cancelling the Expense Transaction</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]]
  
# <span style="color: rgb(51, 51, 51)">Under Main Menu, Click <span>'''Expense'''</span></span>
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=====<span class="mw-headline" id="Managing_Imports_and_Exports_of_Purchase" style="box-sizing: inherit;">Managing Imports and Exports of Expense</span>=====
# <span style="color: rgb(51, 51, 51)">Under Expense Menu, Select a Expense Transaction that needs to cancel, click the drop-down button then choose</span> '''Cancel'''
 
# <span style="color: rgb(51, 51, 51)">Click Yes to proceed in cancelling the Expense Transaction</span>
 
  
===== <span class="mw-headline" id="Managing_Imports_and_Exports_of_Purchase" style="box-sizing: inherit;">Managing Imports and Exports of Expense</span> =====
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======<span class="mw-headline" id="Exporting_Purchases" style="box-sizing: inherit;">Exporting Expense</span>======
  
====== <span class="mw-headline" id="Exporting_Purchases" style="box-sizing: inherit;">Exporting Purchases</span> ======
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#<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>'''[[Pro Expense|Expense]]'''</span></span>[[File:Pro Expense Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Expense%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
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#<span style="color: rgb(51, 51, 51)">Under Expense Menu, Click Options then choose</span> '''Export Purchase'''[[File:Pro Expense Module (Export) - Step 02.png|center|772x772px]]<br />
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#*<span style="color: rgb(51, 51, 51)">Take note that the user has an option to use the record filters for precise exporting of records</span>[[File:Pro Expense Module (Export - Step 02.1.png|center|600x600px]]<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 Main Menu, Click <span>'''Expense'''</span></span>
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======<span class="mw-headline" id="Importing_Purchases" style="box-sizing: inherit;">Importing Expense</span>======
# <span style="color: rgb(51, 51, 51)">Under Expense Menu, Click Options then choose</span> '''Export Purchase'''
 
#* <span style="color: rgb(51, 51, 51)">Take note that the user has an option to use the record filters for precise exporting of records</span>
 
  
====== <span class="mw-headline" id="Importing_Purchases" style="box-sizing: inherit;">Importing Purchases</span> ======
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#<span style="color: rgb(51, 51, 51)">Under Main Menu, Click <span>'''[[Pro Expense|Expense]]'''</span></span>[[File:Pro Expense Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Expense%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
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#<span style="color: rgb(51, 51, 51)">Under Expense Menu, Click Options then choose</span> '''Import Expense'''[[File:Pro Expense Module (Import) - Step 02.png|772x772px]]
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#<span style="color: rgb(51, 51, 51)">Download the Template in the Link provided</span>[[File:Pro Expense Module (Import) - Step 03.png|center|585x585px]]<br />
 +
#<span style="color: rgb(51, 51, 51)">Fill out the Template</span>[[File:Pro Expense Module (Import) - Step 04.png|center|950x950px]]<br />
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#<span style="color: rgb(51, 51, 51)">Attach the Template then Click</span> '''Import.'''[[File:Pro Expense Module (Import) - Step 05.png|center|588x588px]]<br />
  
# <span style="color: rgb(51, 51, 51)">Under Main Menu, Click <span>'''Expense'''</span></span>
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=====<span class="mw-headline" id="Issuing_Payments_on_Purchase_Module" style="box-sizing: inherit;">Issuing Payments on Expense Module</span>=====
# <span style="color: rgb(51, 51, 51)">Under Expense Menu, Click Options then choose</span> '''Import Purchase'''
 
# <span style="color: rgb(51, 51, 51)">Download the Template in the Link provided</span>
 
# <span style="color: rgb(51, 51, 51)">Fill out the Template</span>
 
# <span style="color: rgb(51, 51, 51)">Attach the Template then Click</span> '''Import.'''<br />
 
  
===== <span class="mw-headline" id="Issuing_Payments_on_Purchase_Module" style="box-sizing: inherit;">Issuing Payments on Expense Module</span> =====
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#<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>'''[[Pro Expense|Expense]]'''</span></span>[[File:Pro Expense Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Expense%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
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#<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 '''[[Pro Issue Payment Expense|Issue Payments]]'''</span>[[File:Pro Expense Module (Issuing Payments) - Step 01.png|center|767x767px]]<br />
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#<span style="color: rgb(51, 51, 51)">Fill up the necessary fields and choose the Expense Transactions that needs to be paid</span>[[File:Pro Expense Module (Issuing Payments) - Step 03.png|center|884x884px]]
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#Click Save
  
# <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>'''Expense'''</span></span>
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{| 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: &quot;Open Sans&quot;, 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;"
# <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>
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|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
# <span style="color: rgb(51, 51, 51)">Fill up the necessary fields and choose the Expense Transactions that needs to be paid</span>
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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
# Click Save
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|- style="box-sizing: inherit;"
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| style="" |Expense
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| style="" |[[Pro Purchase|Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order|Purchase Order]]<nowiki> | </nowiki>[[Pro Issue Payment|Issue Payment]]
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|- style="box-sizing: inherit;"
 +
| style="" |Maintenance
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| style="" |[[Pro Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Vendors|Vendors]]<nowiki> | </nowiki>[[Pro Tax|Tax]]
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|- style="box-sizing: inherit;"
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|- style="box-sizing: inherit;"
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| style="" |Expense Aids
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| style="" |[[Oojeema Pro Expense Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Maintenance Aids
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| 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]]
 +
|}
 +
<br />

Latest revision as of 15:04, 29 July 2021


Expense Job Aids

Managing Expense Transaction
Requirements before using the Expense Module
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 Expense Transaction
      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 Expense Transaction
      • 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 ExpensePro 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
Categories:
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