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Difference between revisions of "Oojeema Pro Tax Job Aids"

 
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<div style="text-align: center;">
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[[Pro Tax|Tax]] | [[Pro Chart of Account|Chart of Account]] | [[Oojeema Pro Tax Job Aids|Tax Job Aids]]
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</div><br />
 
==Tax Job Aids==
 
==Tax Job Aids==
  
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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#Under Maintenance Side Bar, Click '''Tax'''[[File:Pro Tax (Create) - Step 02.png|center|455x455px]]<br />
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#Under Maintenance Side Bar, Click '''[[Pro Tax|Tax]]'''[[File:Pro Tax (Create) - Step 02.png|center|455x455px]]<br />
 
#Under Tax Menu, Click Options then choose '''Add New Tax'''[[File:Pro Tax (Create) - Step 03.png|center|950x950px]]<br />
 
#Under Tax Menu, Click Options then choose '''Add New Tax'''[[File:Pro Tax (Create) - Step 03.png|center|950x950px]]<br />
 
#Fill up the necessary fields[[File:Pro Tax (Export) - Step 04.png|center|950x950px]]<br />
 
#Fill up the necessary fields[[File:Pro Tax (Export) - Step 04.png|center|950x950px]]<br />
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#Click Save[[File:Pro Tax (Create) - Step 05.png|center|950x950px]]<br />
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#Click Save <br />
  
 
======<span class="mw-headline" id="Viewing_Items" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Viewing_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Viewing Tax</span></span>======
 
======<span class="mw-headline" id="Viewing_Items" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Viewing_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Viewing Tax</span></span>======
  
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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#Under Maintenance Side Bar, Click '''Tax'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
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#Under Maintenance Side Bar, Click '''[[Pro Tax|Tax]]'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
 
#Under Tax Menu, Select the Tax that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]<br />
 
#Under Tax Menu, Select the Tax that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]<br />
 
#The user has an option to Edit the details or Exit then Tax Record[[File:Pro Tax (View) - Step 04.png|center|950x950px]]<br />
 
#The user has an option to Edit the details or Exit then Tax Record[[File:Pro Tax (View) - Step 04.png|center|950x950px]]<br />
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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#Under Maintenance Side Bar, Click '''Tax'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
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#Under Maintenance Side Bar, Click '''[[Pro Tax|Tax]]'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
 
#Under Tax Menu, Select the Tax that needs to update its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]]
 
#Under Tax Menu, Select the Tax that needs to update its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]]
 
#Update the necessary fields[[File:Pro Tax (Edit) - Step 04.png|center|950x950px]]<br />
 
#Update the necessary fields[[File:Pro Tax (Edit) - Step 04.png|center|950x950px]]<br />
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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#Under Maintenance Side Bar, Click '''Tax'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
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#Under Maintenance Side Bar, Click '''[[Pro Tax|Tax]]'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
 
#Under Tax Menu, Select the Tax that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]]
 
#Under Tax Menu, Select the Tax that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]]
 
#Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]]
 
#Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]]
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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#Under Maintenance Side Bar, Click '''Tax'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
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#Under Maintenance Side Bar, Click '''[[Pro Tax|Tax]]'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]]
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#Under Tax Menu, Click Options then Click '''Export Tax'''[[File:Pro Tax (Export) - Step 03.png|center|950x950px]]<br />
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#Under Tax Menu, Click Options then Click '''Export Tax'''[[File:Pro Tax (Export) - Step 03.png|center|950x950px]]<br />Notes:
 
#*User has an option to change the display and change the account type for precise exporting of records
 
#*User has an option to change the display and change the account type for precise exporting of records
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<br />
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=====Customer Record View=====
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[[File:Pro Customer View Record.png|center|thumb|1028x1028px|Customer View Record]]
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=====Customer Import Menu=====
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[[File:Pro Customer Import Menu.png|center|thumb|525x525px|Customer Import Menu]]
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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;"
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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
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|- style="box-sizing: inherit;"
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| style="" |Maintenance
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| style="" |[[Pro Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Tax|Tax]]
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|- style="box-sizing: inherit;"
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| style="" |Sales
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| style="" |[[Pro Sales|Sales]]<nowiki> | </nowiki>[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]]
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|-
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|Purchase
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|[[Purchase]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Purchase Order|Purchase Order]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Issue Payment|Issue Payment]]
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|-
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|Expense
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|[[Pro Expense|Expense]]<nowiki> | </nowiki>[[Pro Expense Transaction|Expense Transaction]]<nowiki> | </nowiki>[[Pro Issue Payment Expense|Issue Payment Expense]]
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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="" |Maintenance Aids
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| style="" |[[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Sales Aids
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| style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]]
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|-
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|Purchase Aids
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|[[Oojeema Pro Purchase Job Aids|Purchase Job Aids]]
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|-
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|Expense Aids
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|[[Oojeema Pro Expense Job Aids|Expense Job Aids]]
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|}

Latest revision as of 15:06, 2 August 2021


Tax Job Aids

Managing Tax
Adding New Tax
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Tax
    Pro Tax (Create) - Step 02.png

  3. Under Tax Menu, Click Options then choose Add New Tax
    Pro Tax (Create) - Step 03.png

  4. Fill up the necessary fields
    Pro Tax (Export) - Step 04.png

  5. Click Save
Viewing Tax
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Tax
    Pro Tax (Create) - Step 02.png
  3. Under Tax Menu, Select the Tax that needs to view its details, click the drop down arrow then choose View
    Pro Chart of Accounts (View) - Step 03.png

  4. The user has an option to Edit the details or Exit then Tax Record
    Pro Tax (View) - Step 04.png

Editing Tax
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Tax
    Pro Tax (Create) - Step 02.png
  3. Under Tax Menu, Select the Tax that needs to update its details, click the drop down arrow then choose Edit
    Pro Chart of Accounts (Edit) - Step 03.png
  4. Update the necessary fields
    Pro Tax (Edit) - Step 04.png

  5. Click Save
Deleting Tax
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Tax
    Pro Tax (Create) - Step 02.png
  3. Under Tax Menu, Select the Tax that needs to be deleted, click the drop down arrow then choose Delete
    Pro Chart of Accounts (Delete) - Step 03.png
  4. Click Yes to Confirm the deletion process
    Pro Chart of Accounts (Delete) - Step 04.png
Exporting Tax
Exporting Tax
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Tax
    Pro Tax (Create) - Step 02.png
  3. Under Tax Menu, Click Options then Click Export Tax
    Pro Tax (Export) - Step 03.png

    Notes:
    • User has an option to change the display and change the account type for precise exporting of records


Customer Record View
Customer View Record
Customer Import Menu
Customer Import Menu
Modules
Maintenance Chart of Account | Items | Tax
Sales Sales | Sales and Service Invoice | Receive Payments
Purchase Purchase | Purchase Order | Issue Payment
Expense Expense | Expense Transaction | Issue Payment Expense
Job Aid Modules
Maintenance Aids Chart of Accounts Job Aids | Items Job Aids | Tax Job Aids
Sales Aids Sales Job Aids
Purchase Aids Purchase Job Aids
Expense Aids Expense Job Aids
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