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Difference between revisions of "Pro Audit Trail Job Aids"

(Created page with "{{DISPLAYTITLE:Audit Trail Job Aids}} ==<span class="mw-headline ve-pasteProtect" id="Accounts_Receivable_Aging_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&q...")
 
 
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{{DISPLAYTITLE:Audit Trail Job Aids}}
 
{{DISPLAYTITLE:Audit Trail Job Aids}}
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<div style="text-align: center;">
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[[Pro Audit Trail|Audit Trail]] | [[Pro Users|Users]] | [[Pro Users Group Access|Users Group Access]] | [[Pro Audit Trail Job Aids|Audit Trail Job Aids]]
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</div>
  
 
==<span class="mw-headline ve-pasteProtect" id="Accounts_Receivable_Aging_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="General_Ledger_Job_Aids" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Item Tracking Job Aids</span></span>==
 
==<span class="mw-headline ve-pasteProtect" id="Accounts_Receivable_Aging_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="General_Ledger_Job_Aids" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Item Tracking Job Aids</span></span>==
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#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
 
#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
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#Under Reports Menu, Go to Tracking Reports then click Audit Trail[[File:Pro Audit Trail (Export) - Step 02.png|center|559x559px]]
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#Under Reports Menu, Go to Tracking Reports then click [[Audit Trail]][[File:Pro Audit Trail (Export) - Step 02.png|center|559x559px]]
 
#Click the PDF button to Extract the report into PDF File[[File:Pro Audit Trail (Export) - Step 03.png|center|950x950px]]<br />
 
#Click the PDF button to Extract the report into PDF File[[File:Pro Audit Trail (Export) - Step 03.png|center|950x950px]]<br />
 
#*The user has an option to filter the record by Date Range, User or using the Search Bar.[[File:Pro Audit Trail (Export) - Step 03.1.png|center|950x950px]]<br />
 
#*The user has an option to filter the record by Date Range, User or using the Search Bar.[[File:Pro Audit Trail (Export) - Step 03.1.png|center|950x950px]]<br />
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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="" |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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|- style="box-sizing: inherit;"
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| style="" |Purchase
 +
| style="" |[[Pro Purchase|Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order|Purchase Order]]<nowiki> | </nowiki>[[Pro Issue Payment|Issue Payment]]
 +
|- style="box-sizing: inherit;"
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| style="" |Expense
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| style="" |[[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;"
 +
| style="" |Journal
 +
| style="" |[[Pro Journal|Journal]]<nowiki> | </nowiki>[[Pro Journal Voucher|Journal Voucher]]
 +
|- 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 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]]
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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="" |Sales Aids
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| style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Purchase Aids
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| style="" |[[Oojeema Pro Purchase Job Aids|Purchase Job Aids]]
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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|Expense Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Journal Aids
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| style="" |[[Oojeema Pro Journal Job Aids|Journal 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]]<nowiki> | </nowiki>[[Oojeema Pro Customers Job Aids|Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Vendors Job Aids|Vendors Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Users Job Aids|Users Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Users Group Access Job Aids|Users Group Access Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Bank Job Aids|Bank Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Price List Job Aids|Price List Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Sales Invoice Print Job Aids|Sales Invoice Print Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Update User Profile Job Aids|Update User Profile Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Feedback Job Aids|Feedback Job Aids]]
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|- style="box-sizing: inherit;"
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports'''
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|- style="box-sizing: inherit;"
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| style="" |Financial Statements
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| 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]]
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|- style="box-sizing: inherit;"
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| style="" |Inventory Reports
 +
| style="" |[[Pro Sales Report|Sales Report]]<nowiki> | </nowiki>[[Pro Purchase Report|Purchase Report]]<nowiki> | </nowiki>[[Pro Item Tracking|Item Tracking]]
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|- style="box-sizing: inherit;"
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| style="" |Tracking Reports
 +
| style="" |[[Pro Audit Trail|Audit Trail]]
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|- style="box-sizing: inherit;"
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| style="" |Tax Reports
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| 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]]
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|- style="box-sizing: inherit;"
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Job Aids'''
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|- style="box-sizing: inherit;"
 +
| style="" |Financial Statements
 +
| style="" |[[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]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Inventory Reports
 +
| style="" |[[Pro Sales Report Job Aids|Sales Report Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Report Job Aids|Purchase Report Job Aids]]<nowiki> | </nowiki>[[Pro Item Tracking Job Aids|Item Tracking Job Aids]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Tracking Reports
 +
| style="" |[[Pro Audit Trail Job Aids|Audit Trail Job Aids]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Tax Reports
 +
| style="" |[[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]]
 +
|}

Latest revision as of 10:29, 13 August 2021

Item Tracking Job Aids

Exporting Item Tracking Report
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Tracking Reports then click Audit Trail
    Pro Audit Trail (Export) - Step 02.png
  3. Click the PDF button to Extract the report into PDF File
    Pro Audit Trail (Export) - Step 03.png

    • The user has an option to filter the record by Date Range, User or using the Search Bar.
      Pro Audit Trail (Export) - Step 03.1.png

Modules
Sales Sales | Sales and Service Invoice | Receive Payments
Purchase Purchase | Purchase Order | Issue Payment
Expense Expense | Expense Transaction | Issue Payment Expense
Journal Journal | Journal Voucher
Maintenance Chart of Account | Customer | Vendors | Items | Tax | Users | Users Group Access | Bank | Price List | Sales Invoice Print
Job Aid Modules
Sales Aids Sales Job Aids
Purchase Aids Purchase Job Aids
Expense Aids Expense Job Aids
Journal Aids Journal Job Aids
Maintenance Aids Chart of Accounts Job Aids | Customers Job Aids | Vendors Job Aids | Items Job Aids | Tax Job Aids | Users Job Aids | Users Group Access Job Aids | Bank Job Aids | Price List Job Aids | Sales Invoice Print Job Aids | Update User Profile Job Aids | Feedback Job Aids
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
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 Sales Report Job Aids | Purchase Report Job Aids | Item Tracking Job Aids
Tracking Reports 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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