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Version of 13:54, 21 May 2021 by Gelo
Difference between revisions of "Pro Journal Voucher"
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| − | == Journal Voucher == | + | <div style="text-align: center;"> |
| + | [[Pro Journal]] | [[Pro Journal Voucher]] | [[Oojeema Pro Journal Job Aids|Journal Job Aids]] | ||
| + | </div> | ||
| + | ==Journal Voucher== | ||
<span style="color: rgb(51, 51, 51)">Allows the user to create a voucher to be used for financial activities.</span> | <span style="color: rgb(51, 51, 51)">Allows the user to create a voucher to be used for financial activities.</span> | ||
| + | |||
| + | =====<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 Journal Module</span></span></span>===== | ||
| + | |||
| + | *The user should setup the following Maintenance Module in order to proceed on using the Journal Module | ||
| + | *#[[Pro Chart of Account|Chart of Account]] | ||
| + | *For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages: | ||
| + | *#[[Oojeema Pro Journal Job Aids|Journal Job Aids]] | ||
{{DISPLAYTITLE:Journal Voucher}} | {{DISPLAYTITLE:Journal Voucher}} | ||
[[File:Pro Journal Voucher.png|center|thumb|959x959px|Pro Journal Voucher]] | [[File:Pro Journal Voucher.png|center|thumb|959x959px|Pro Journal Voucher]] | ||
| Line 28: | Line 38: | ||
|5.Account Code | |5.Account Code | ||
|List of Accounts to be used in the Voucher | |List of Accounts to be used in the Voucher | ||
| − | |Account List from Chart of Accounts Maintenance Module | + | |Account List from [[Pro Chart of Account|Chart of Accounts]] Maintenance Module |
|- | |- | ||
|6.Description | |6.Description | ||
| Line 49: | Line 59: | ||
|Allows the user to Add a new Line in the Voucher | |Allows the user to Add a new Line in the Voucher | ||
|Adds a New Line | |Adds a New Line | ||
| + | |} | ||
| + | |||
| + | *User has an option on how the Journal will be save. Below are the following options on saving a Journal | ||
| + | **Save - the system will save the Journal Voucher and will redirect the user to Journal Module Menu | ||
| + | **Save and New - the system will save the Journal Voucher and will redirect the user to Create Journal Menu | ||
| + | **Save and Preview - the system will save the Journal Voucher and will redirect the user on viewing the Journal Module. | ||
| + | * The Credit Amount should be equal to Debit Amount. | ||
| + | |||
| + | {| 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="" |Journal | ||
| + | | style="" |[[Pro Journal|Journal]]<nowiki> | </nowiki>[[Pro Journal Voucher|Journal Voucher]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance | ||
| + | | style="" |[[Pro Chart of Account|Chart of Account]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Journal Aids | ||
| + | | style="" |[[Oojeema Pro Journal Job Aids|Journal Job Aids]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance Aids | ||
| + | | style="" |[[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]] | ||
|} | |} | ||
Latest revision as of 10:28, 2 August 2021
Journal Voucher
Allows the user to create a voucher to be used for financial activities.
Requirements before using Journal Module
- The user should setup the following Maintenance Module in order to proceed on using the Journal Module
- For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
| Field | Description | Expected Output |
|---|---|---|
| 1.JV No. | Journal Voucher Reference Number generated once created | Auto-generated upon Creation |
| 2.Document Date | Date when the Voucher was created | Date |
| 3.Reference | Reference No. related to the Voucher | Alphanumeric |
| 4.Notes | Any remarks descriptions in the Voucher | Alphanumeric |
| 5.Account Code | List of Accounts to be used in the Voucher | Account List from Chart of Accounts Maintenance Module |
| 6.Description | Description of the Account Code to be used | Alphanumeric |
| 7.Debit | Debit Amount of the Account | Numeric |
| 8.Credit | Credit Amount of the Account | Numeric |
| 9.Delete | Allows the user to Delete the Line | Delete an existing Line |
| 10.Add New Line | Allows the user to Add a new Line in the Voucher | Adds a New Line |
- User has an option on how the Journal will be save. Below are the following options on saving a Journal
- Save - the system will save the Journal Voucher and will redirect the user to Journal Module Menu
- Save and New - the system will save the Journal Voucher and will redirect the user to Create Journal Menu
- Save and Preview - the system will save the Journal Voucher and will redirect the user on viewing the Journal Module.
- The Credit Amount should be equal to Debit Amount.
| Modules | |
|---|---|
| Journal | Journal | Journal Voucher |
| Maintenance | Chart of Account |
| Job Aid Modules | |
| Journal Aids | Journal Job Aids |
| Maintenance Aids | Chart of Accounts Job Aids |