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Difference between revisions of "Pro Bank"

(Created page with "{{DISPLAYTITLE:Bank}} == Bank == <span style="color: rgb(51, 51, 51)">This maintenance screen allows users to configure and add the Bank that they will used in transaction.</...")
 
 
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{{DISPLAYTITLE:Bank}}
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{{DISPLAYTITLE:Bank}}<div style="text-align: center;">
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[[Pro Bank|Bank]] | [[Pro Chart of Account|Chart of Account]] | [[Oojeema Pro Tax Job Aids|Tax Job Aids]]
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</div>
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==Bank==
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<span style="color: rgb(51, 51, 51)">This maintenance screen allows users to configure and add the Bank that they will used in transaction.</span>
  
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== Bank ==
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Notes:
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<span style="color: rgb(51, 51, 51)">This maintenance screen allows users to configure and add the Bank that they will used in transaction.</span>
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* Bank Module can be used and reflected on the following Modules:
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** [[Pro Sales|Sales Module]]
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** [[Pro Purchase|Purchase Module]]
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** [[Pro Expense|Expense Module]]
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** [[Pro Chart of Account|Chart of Account]]
  
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===== Bank Menu List =====
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=====Bank Menu List=====
 
[[File:Pro Bank Menu List.png|center|thumb|863x863px|Bank Menu List]]
 
[[File:Pro Bank Menu List.png|center|thumb|863x863px|Bank Menu List]]
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<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: &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;"
 
{| 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;"
 
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Customer Record List
 
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Customer Record List
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|}
 
|}
  
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===== Bank Record Option List =====
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=====Bank Record Option List=====
 
[[File:Pro Bank Record Option List.png|center|thumb|129x129px|Bank Record Option List]]
 
[[File:Pro Bank Record Option List.png|center|thumb|129x129px|Bank Record Option List]]
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<br />
 
  
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===== Adding Bank Record =====
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* For further instructions on how to View, Edit or Delete a Bank Record, the user may visit the Bank Job aids which can be found [[Oojeema Pro Bank Job Aids|here]]
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=====Adding Bank Record=====
 
[[File:Pro Bank Add Menu.png|center|thumb|861x861px|Bank Add Menu]]
 
[[File:Pro Bank Add Menu.png|center|thumb|861x861px|Bank Add Menu]]
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<br />
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Notes:
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* For further instructions on how to add a Bank record, the user may visit Bank Job Aids which can be found [[Oojeema Pro Bank Job Aids|here]]<br />
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{| class="wikitable"
 
{| class="wikitable"
 
|+Bank Create Menu
 
|+Bank Create Menu
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<br />
 
<br />
  
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===== Bank View Record =====
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=====Bank View Record=====
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[[File:Pro Bank View Record.png|center|thumb|1000x1000px|Bank View Record]]
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[[File:Pro Bank View Record.png|center|thumb|1000x1000px|Bank View Record]]Notes:
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* User has an option to Edit or Exit the Bank Record
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* For further instructions on how to View and Edit a Bank Record, the user may visit the Bank Maintenance Module which can be found [[Oojeema Pro Bank Job Aids|here]]
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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 Bank|Bank]]<nowiki> | </nowiki>[[Pro Chart of Account|Chart of Account]]<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 Bank Job Aids|Bank Job Aids]]<nowiki> | </nowiki>[[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 14:06, 3 August 2021

Bank

This maintenance screen allows users to configure and add the Bank that they will used in transaction.

Notes:

Bank Menu List
Bank Menu List


Customer Record List
Field Description Expected Output
1. Options Menu List of Options available when checking the Bank Add Bank - Allows the user to add a Bank Record
2. Search Bar Allows the user to search for an Bank Record Alphanumeric
3. Display Allows the user to filter the number of records to viewed on one page 10/15/20/50/100
4. Bank Record List List of Records of the Bank based from their Account Number, Account Name, Bank Bank List from Bank Maintenance Module
Bank Record Option List
Bank Record Option List
  • For further instructions on how to View, Edit or Delete a Bank Record, the user may visit the Bank Job aids which can be found here
Adding Bank Record
Bank Add Menu

Notes:

  • For further instructions on how to add a Bank record, the user may visit Bank Job Aids which can be found here
Bank Create Menu
Field Description Expected Output
1.Bank Name Name of the Bank Alphanumeric
2.Account Name Account Name in the Bank Record Text
3.Account No Account Number of the Bank Numeric


Bank View Record
Bank View Record

Notes:

  • User has an option to Edit or Exit the Bank Record
  • For further instructions on how to View and Edit a Bank Record, the user may visit the Bank Maintenance Module which can be found here
Modules
Maintenance Bank | Chart of Account | 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 Bank Job 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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