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Difference between revisions of "Oojeema Pro Users Group Access Job Aids"

(Created page with "{{DISPLAYTITLE:Users Group Access Job Aids}} ==<span class="mw-headline ve-pasteProtect" id="Bank_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{"style&quot...")
 
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{{DISPLAYTITLE:Users Group Access Job Aids}}
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{{DISPLAYTITLE:Users Group Access Job Aids}}<div style="text-align: center;"><div style="text-align: center;">
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[[Pro Chart of Account|Chart of Account]] | [[Pro Customer|Customer]] | [[Pro Vendors|Vendors]] | [[Pro Items|Items]] | [[Pro Tax|Tax]] | [[Pro Users|Users]] | [[Pro Users Group Access|Users Group Access]] | [[Pro Bank|Bank]] | [[Pro Price List|Price List]] | [[Pro Sales Invoice Print|Sales Invoice Print]] | [[Oojeema Pro Users Group Access Job Aids|Users Group Access Job Aids]]
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</div></div>
 
==<span class="mw-headline ve-pasteProtect" id="Bank_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Users_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Users Group Access Aids</span></span>==
 
==<span class="mw-headline ve-pasteProtect" id="Bank_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Users_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Users Group Access Aids</span></span>==
 
=====<span class="mw-headline ve-pasteProtect" id="Managing_Bank" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Managing_Users" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Managing_Items" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Managing_Customer" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Managing Users Group Access</span></span></span></span>=====
 
=====<span class="mw-headline ve-pasteProtect" id="Managing_Bank" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Managing_Users" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Managing_Items" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Managing_Customer" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Managing Users Group Access</span></span></span></span>=====
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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]]
−
#Under Maintenance Side Bar, Click '''Users Group Access'''[[File:Pro Users Group Access (Create) - Step 02.png|center|448x448px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Create)_-_Step_02.png]]
+
#Under Maintenance Side Bar, Click '''[[Pro Users Group Access|Users Group Access]]'''[[File:Pro Users Group Access (Create) - Step 02.png|center|448x448px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Create)_-_Step_02.png]]
 
#Under Users Group AccessMenu, Click Options then choose '''Create New User Group'''[[File:Pro Users Group Access (Create) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Create)_-_Step_03.png]]
 
#Under Users Group AccessMenu, Click Options then choose '''Create New User Group'''[[File:Pro Users Group Access (Create) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Create)_-_Step_03.png]]
 
#Fill up the necessary fields and tick the following modules that the users allowed to access.[[File:Pro Users Group Access (Create) - Step 04.png|center|1177x1177px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Create)_-_Step_04.png]]
 
#Fill up the necessary fields and tick the following modules that the users allowed to access.[[File:Pro Users Group Access (Create) - Step 04.png|center|1177x1177px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Create)_-_Step_04.png]]
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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]]
−
#Under Maintenance Side Bar, Click '''Users Group Access'''[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
+
#Under Maintenance Side Bar, Click '''[[Pro Users Group Access|Users Group Access]]'''[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
 
#Under Users Group Menu, Select the Users Group that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Users Group Access (View) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(View)_-_Step_03.png]]
 
#Under Users Group Menu, Select the Users Group that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Users Group Access (View) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(View)_-_Step_03.png]]
  
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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 '''Users Group Access'''[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
+
#Under Maintenance Side Bar, Click '''[[Pro Users Group Access|Users Group Access]]'''[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
 
#Under Users Group Menu, Select the Users Group that needs to edit its details, click the drop down arrow then choose '''Edit'''[[File:Pro Users Group Access (Edit) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Edit)_-_Step_03.png]]
 
#Under Users Group Menu, Select the Users Group that needs to edit its details, click the drop down arrow then choose '''Edit'''[[File:Pro Users Group Access (Edit) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Edit)_-_Step_03.png]]
 
#Update the necessary fields and restrictions[[File:Pro Users Group Access (Edit) - Step 04.png|center|1185x1185px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Edit)_-_Step_04.png]]
 
#Update the necessary fields and restrictions[[File:Pro Users Group Access (Edit) - Step 04.png|center|1185x1185px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Edit)_-_Step_04.png]]
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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 '''Users Group Access'''[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
+
#Under Maintenance Side Bar, Click '''[[Pro Users Group Access|Users Group Access]]'''[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
 
#Under Users Group Menu, Select the Users Group that needs to delete its details, click the drop down arrow then choose '''Delete'''[[File:Pro Users Group Access (Delete) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Delete)_-_Step_03.png]]
 
#Under Users Group Menu, Select the Users Group that needs to delete its details, click the drop down arrow then choose '''Delete'''[[File:Pro Users Group Access (Delete) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Delete)_-_Step_03.png]]
 
#Click Yes to proceed on Deletion Process[[File:Pro Users Group Access (Delete) - Step 04.png|center|286x286px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Delete)_-_Step_04.png]]
 
#Click Yes to proceed on Deletion Process[[File:Pro Users Group Access (Delete) - Step 04.png|center|286x286px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Delete)_-_Step_04.png]]
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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]]
−
#Under Maintenance Side Bar, Click '''Users Group Access'''[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
+
#Under Maintenance Side Bar, Click '''[[Pro Users Group Access|Users Group Access]]'''[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
 
#Under Users Group Access Menu, Select the Users Group that needs to assign users, click the drop down arrow then choose <span class="ve-pasteProtect">'''Assign Users'''</span>[[File:Pro Users Group Access (Assign User) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Assign_User)_-_Step_03.png]]
 
#Under Users Group Access Menu, Select the Users Group that needs to assign users, click the drop down arrow then choose <span class="ve-pasteProtect">'''Assign Users'''</span>[[File:Pro Users Group Access (Assign User) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Assign_User)_-_Step_03.png]]
 
#Tick the following Users[[File:Pro Users Group Access (Assign User) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Assign_User)_-_Step_04.png]]
 
#Tick the following Users[[File:Pro Users Group Access (Assign User) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Assign_User)_-_Step_04.png]]
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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]]
−
#Under Maintenance Side Bar, Click <span class="ve-pasteProtect">'''Users Group Access'''</span>[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
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#Under Maintenance Side Bar, Click <span class="ve-pasteProtect">'''[[Pro Users Group Access|Users Group Access]]'''</span>[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
 
#Under Users Group Access, Select the Bank that needs to be deleted, click the drop down arrow then choose <span class="ve-pasteProtect">'''Unassign Users'''</span>[[File:Pro Users Group Access (Unassign User) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Unassign_User)_-_Step_03.png]]
 
#Under Users Group Access, Select the Bank that needs to be deleted, click the drop down arrow then choose <span class="ve-pasteProtect">'''Unassign Users'''</span>[[File:Pro Users Group Access (Unassign User) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Unassign_User)_-_Step_03.png]]
 
#Tick the following Users to be untagged[[File:Pro Users Group Access (Unassgin User) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Unassgin_User)_-_Step_04.png]]
 
#Tick the following Users to be untagged[[File:Pro Users Group Access (Unassgin User) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Unassgin_User)_-_Step_04.png]]
 
#Click Untag Users
 
#Click Untag Users
 +
 +
{| 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;"
 +
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
 +
|- style="box-sizing: inherit;"
 +
| style="" |Maintenance
 +
| style="" |[[Pro Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Vendors|Vendors]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Tax|Tax]]<nowiki> | </nowiki>[[Pro Users|Users]]<nowiki> | </nowiki>[[Pro Users Group Access|Users Group Access]]<nowiki> | </nowiki>[[Pro Bank|Bank]]<nowiki> | </nowiki>[[Pro Price List|Price List]]<nowiki> | </nowiki>[[Pro Sales Invoice Print|Sales Invoice Print]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Sales
 +
| style="" |[[Pro Sales|Sales]]<nowiki> | </nowiki>[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Purchase
 +
| style="" |[[Pro Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order]]<nowiki> | </nowiki>[[Pro Issue Payment]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Expense
 +
| style="" |[[Pro Expense|Expense]]<nowiki> | </nowiki>[[Pro Expense Transaction|Expense Transaction]]<nowiki> | </nowiki>[[Pro Issue Payment Expense|Issue Payment Expense]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Journal
 +
| style="" |[[Pro Journal|Journal]]<nowiki> | </nowiki>[[Pro Journal Voucher|Journal Voucher]]
 +
|- style="box-sizing: inherit;"
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports'''
 +
|- style="box-sizing: inherit;"
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| style="" |Financial Statements
 +
| style="" |[[Pro Balance Sheet|Balance Sheet]]<nowiki> | </nowiki>[[Pro Income Statement|Income Statement]]<nowiki> | </nowiki>[[Pro Trial Balance|Trial Balance]]<nowiki> | </nowiki>[[Pro General Ledger|General Ledger]]<nowiki> | </nowiki>[[Pro General Journal|General Journal]]<nowiki> | </nowiki>[[Pro Statement of Account|Statement of Account]]<nowiki> | </nowiki>[[Pro Accounts Receivable Aging|Accounts Receivable Aging]]<nowiki> | </nowiki>[[Pro Accounts Payable Aging|Accounts Payable Aging]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Inventory Reports
 +
| style="" |[[Pro Sales Report|Sales Report]]<nowiki> | </nowiki>[[Pro Purchase Report|Purchase Report]]<nowiki> | </nowiki>[[Pro Item Tracking|Item Tracking]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Tracking Reports
 +
| style="" |[[Pro Audit Trail|Audit Trail]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Tax Reports
 +
| style="" |[[Pro Sales Journal|Sales Journal]]<nowiki> | </nowiki>[[Pro Purchase Journal|Purchase Journal]]<nowiki> | </nowiki>[[Pro Receipt Journal|Receipt Journal]]<nowiki> | </nowiki>[[Pro Discount Senior and PWD|Discount Senior and PWD]]<nowiki> | </nowiki>[[Pro Disbursement Journal|Disbursement Journal]]<nowiki> | </nowiki>[[Pro BIR Form 0605|BIR Form 0605]]<nowiki> | </nowiki>[[Pro BIR Form 0619E|BIR Form 0619E]]<nowiki> | </nowiki>[[Pro BIR Form 2550M|BIR Form 2550M]]<nowiki> | </nowiki>[[Pro BIR Form 2550Q|BIR Form 2550Q]]<nowiki> | </nowiki>[[Pro BIR Form 2551M|BIR Form 2551M]]<nowiki> | </nowiki>[[Pro BIR Form 2551Q|BIR Form 2551Q]]<nowiki> | </nowiki>[[Pro BIR Form 1601E|BIR Form 1601E]]<nowiki> | </nowiki>[[Pro BIR Form 1601EQ|BIR Form 1601EQ]]<nowiki> | </nowiki>[[Pro BIR Form 1604E|BIR Form 1604E]]<nowiki> | </nowiki>[[Pro Sales Relief|Sales Relief]]<nowiki> | </nowiki>[[Pro Purchase Relief|Purchase Relief]]
 +
|- style="box-sizing: inherit;"
 +
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 +
|- style="box-sizing: inherit;"
 +
| style="" |Maintenance Aids
 +
| style="" |[[Oojeema Pro Chart of Accounts Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Vendors Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Users Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Users Group Access Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Bank Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Price List Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Sales Invoice Print Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Update User Profile Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Feedback Job Aids]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Sales Aids
 +
| style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]]
 +
|-
 +
|Purchase Aids
 +
|[[Oojeema Pro Purchase Job Aids]]
 +
|-
 +
|Expense Aids
 +
|[[Oojeema Pro Expense Job Aids]]
 +
|-
 +
|Journal Aids
 +
|[[Oojeema Pro Journal Job Aids]]
 +
|- style="box-sizing: inherit;"
 +
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Job Aids'''
 +
|-
 +
|Financial Statements
 +
|[[Pro Balance Sheet Job Aids|Balance Sheet Job Aids]]<nowiki> | </nowiki>[[Pro Income Statement Job Aids|Income Statement Job Aids]]<nowiki> | </nowiki>[[Pro Trial Balance Job Aids|Trial Balance Job Aids]]<nowiki> | </nowiki>[[Pro General Ledger Job Aids|General Ledger Job Aids]]<nowiki> | </nowiki>[[Pro General Journal Job Aids|General Journal Job Aids]]<nowiki> | </nowiki>[[Pro Statement of Account Job Aids|Statement of Account Job Aids]]<nowiki> | </nowiki>[[Pro Accounts Receivable Aging Job Aids|Accounts Receivable Aging Job Aids]]<nowiki> | </nowiki>[[Pro Accounts Payable Aging Job Aids|Accounts Payable Aging Job Aids]]
 +
|-
 +
|Inventory Reports
 +
|[[Pro Sales Report Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Report Job Aids]]<nowiki> | </nowiki>[[Pro Item Tracking Job Aids]]
 +
|-
 +
|Tracking Reports
 +
|[[Pro Audit Trail Job Aids]]
 +
|-
 +
|Tax Reports
 +
|[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Journal Job Aids|Purchase Journal Job Aids]]<nowiki> | </nowiki>[[Pro Receipt Journal Job Aids|Receipt Journal Job Aids]]<nowiki> | </nowiki>[[Pro Discount Senior and PWD Job Aids|Discount Senior and PWD Job Aids]]<nowiki> | </nowiki>[[Pro Disbursement Journal Job Aids|Disbursement Journal Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 0605 Job Aids|BIR Form 0605 Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 0619E Job Aids|BIR Form 0619E Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 1601E Job Aids|BIR Form 1601E Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 1601EQ Job Aids|BIR Form 1601EQ Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 1604E Job Aids|BIR Form 1604E Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Relief Job Aids|Purchase Relief Job Aids]]
 +
|}

Revision as of 13:30, 4 August 2021

Users Group Access Aids

Managing Users Group Access
Adding New Users Group Access
  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 Users Group Access
    Pro Users Group Access (Create) - Step 02.png
  3. Under Users Group AccessMenu, Click Options then choose Create New User Group
    Pro Users Group Access (Create) - Step 03.png
  4. Fill up the necessary fields and tick the following modules that the users allowed to access.
    Pro Users Group Access (Create) - Step 04.png
  5. Click Save
    Pro Users Group Access (Create) - Step 05.png
Viewing Users Group Access
  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 Users Group Access
    Pro Users Group Access (Create) - Step 02.png
  3. Under Users Group Menu, Select the Users Group that needs to view its details, click the drop down arrow then choose View
    Pro Users Group Access (View) - Step 03.png
Editing Users Group Access
  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 Users Group Access
    Pro Users Group Access (Create) - Step 02.png
  3. Under Users Group Menu, Select the Users Group that needs to edit its details, click the drop down arrow then choose Edit
    Pro Users Group Access (Edit) - Step 03.png
  4. Update the necessary fields and restrictions
    Pro Users Group Access (Edit) - Step 04.png
  5. Click Save
Deleting Users Group Access
  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 Users Group Access
    Pro Users Group Access (Create) - Step 02.png
  3. Under Users Group Menu, Select the Users Group that needs to delete its details, click the drop down arrow then choose Delete
    Pro Users Group Access (Delete) - Step 03.png
  4. Click Yes to proceed on Deletion Process
    Pro Users Group Access (Delete) - Step 04.png
Assigning Users in Users Group Access
  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 Users Group Access
    Pro Users Group Access (Create) - Step 02.png
  3. Under Users Group Access Menu, Select the Users Group that needs to assign users, click the drop down arrow then choose Assign Users
    Pro Users Group Access (Assign User) - Step 03.png
  4. Tick the following Users
    Pro Users Group Access (Assign User) - Step 04.png
  5. Click Tag Users
Unassigning Users in Users Group Access
  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 Users Group Access
    Pro Users Group Access (Create) - Step 02.png
  3. Under Users Group Access, Select the Bank that needs to be deleted, click the drop down arrow then choose Unassign Users
    Pro Users Group Access (Unassign User) - Step 03.png
  4. Tick the following Users to be untagged
    Pro Users Group Access (Unassgin User) - Step 04.png
  5. Click Untag Users
Modules
Maintenance Chart of Account | Customer | Vendors | Items | Tax | Users | Users Group Access | Bank | Price List | Sales Invoice Print
Sales Sales | Sales and Service Invoice | Receive Payments
Purchase Pro Purchase | Pro Purchase Order | Pro Issue Payment
Expense Expense | Expense Transaction | Issue Payment Expense
Journal Journal | Journal Voucher
Reports
Financial Statements Balance Sheet | Income Statement | Trial Balance | General Ledger | General Journal | Statement of Account | Accounts Receivable Aging | Accounts Payable Aging
Inventory Reports Sales Report | Purchase Report | Item Tracking
Tracking Reports Audit Trail
Tax Reports Sales Journal | Purchase Journal | Receipt Journal | Discount Senior and PWD | Disbursement Journal | BIR Form 0605 | BIR Form 0619E | BIR Form 2550M | BIR Form 2550Q | BIR Form 2551M | BIR Form 2551Q | BIR Form 1601E | BIR Form 1601EQ | BIR Form 1604E | Sales Relief | Purchase Relief
Job Aid Modules
Maintenance Aids Oojeema Pro Chart of Accounts Job Aids | Oojeema Pro Customers Job Aids | Oojeema Pro Vendors Job Aids | Oojeema Pro Items Job Aids | Oojeema Pro Tax Job Aids | Oojeema Pro Users Job Aids | Oojeema Pro Users Group Access Job Aids | Oojeema Pro Bank Job Aids | Oojeema Pro Price List Job Aids | Oojeema Pro Sales Invoice Print Job Aids | Oojeema Pro Update User Profile Job Aids | Oojeema Pro Feedback Job Aids
Sales Aids Sales Job Aids
Purchase Aids Oojeema Pro Purchase Job Aids
Expense Aids Oojeema Pro Expense Job Aids
Journal Aids Oojeema Pro Journal Job Aids
Reports Job Aids
Financial Statements Balance Sheet Job Aids | Income Statement Job Aids | Trial Balance Job Aids | General Ledger Job Aids | General Journal Job Aids | Statement of Account Job Aids | Accounts Receivable Aging Job Aids | Accounts Payable Aging Job Aids
Inventory Reports Pro Sales Report Job Aids | Pro Purchase Report Job Aids | Pro Item Tracking Job Aids
Tracking Reports Pro Audit Trail Job Aids
Tax Reports Sales Journal Job Aids | Purchase Journal Job Aids | Receipt Journal Job Aids | Discount Senior and PWD Job Aids | Disbursement Journal Job Aids | BIR Form 0605 Job Aids | BIR Form 0619E Job Aids | BIR Form 1601E Job Aids | BIR Form 1601EQ Job Aids | BIR Form 1604E Job Aids | Sales Relief Job Aids | Purchase Relief Job Aids
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