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Difference between revisions of "Sales Journal"

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<div style="text-align: center;">[[Tax Reports]] | [[Sales Journal]]</div>
  
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==Sales Journal==
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=====Sales Journal Menu List=====
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[[File:Tax Reports - Sales Journal - Record List.png|border|center|1500x1500px]]
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'''Sales Journal''' refers to the <span style="color: rgb(51, 51, 51)">Report for the recording of the sales on credit to customers(Customer's Receivables)</span>
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=====<span class="mw-headline" id="Requirements_before_using_Returns_per_Customer" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_AR_Detailed_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Accounts_Receivable_Aging" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales Journal</span></span></span></span></span>=====
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*The user should setup have the following records in order to proceed on using the Sales Journal
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**[[Customer]]
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**[[Sales Invoice]]
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{| class="wikitable" style="margin: auto;"
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|+Sales Journal Menu Terms on Oojeema Prime System
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!Field
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!Description
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|-
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|1. '''Record Filter'''(Date Range, Customer)
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|Set of record filters for precise searching of records.
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*Date Range will be automatically set as the Current Month by default
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*Customer will be automatically be set as Filter: All by default
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|-
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|2. '''Export'''
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|Allows the user to export the records in the report.
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|-
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|3. '''Date'''
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|Date of the Transaction
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|-
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|4. '''Customer's TIN'''
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|TIN number of the [[Customer]]
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|-
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|5. '''Customer's Name'''
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|Name of the [[Customer]]
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|-
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|6. '''Description'''
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|Any remarks on the Transaction/Invoice.
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|-
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|7. '''Reference No.'''
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|Reference No of the [[Sales Invoice]]
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|-
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|8. '''Amount'''
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|Amount in the Invoice.
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*Discounts and other computations is already applied on this Amount.
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|-
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|9. '''Discount Amount'''
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|Discount amount applied on the Transaction.
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|-
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|10. '''VAT Amount'''
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|Value Added Tax Amount Applied on the Transaction
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|-
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|11. '''Net Sales'''
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|Amount Accumulated with VAT
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|}
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Notes:
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*Customer must be '''ACTIVE''' status in order to View its Records in the Filter.
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**Customer status can be seen in [[Customer]] Maintenance Module<br />
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=====<span class="mw-headline" id="Exporting_Sales_Journal" style="box-sizing: inherit;">Exporting Sales Journal</span>=====
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#Click [[Reports]] under Main Menu
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#Under Reports Page, Click '''[[Sales Journal]]''' under [[Tax Reports]] section.
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#Under Sales Journal, click the Export Button on the right side. Take note that you can filter the Date and Customer for precise exportation of records.
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[[File:Tax Reports - Sales Journal - Export.png|border|center|1615x1615px]]
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<br />
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=====<span class="mw-headline" id="Viewing_Reference_Voucher_on_Sales_Journal" style="box-sizing: inherit;">Viewing Reference Voucher on Sales Journal</span>=====
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#Click [[Reports]] under Main Menu
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#Under Reports Menu, Click '''[[Sales Journal]]''' under [[Tax Reports]].
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#Under [[Sales Journal]], you can check the following linked voucher in the Reference No. column. Clicking the voucher will redirect you to View mode of the Voucher.
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[[File:Tax Reports - Sales Journal - View.png|border|center|2203x2203px]]
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<br />
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{| class="wikitable" style="margin: auto;"
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|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
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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="" |[[Sales Invoice]]
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|-
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|Billing
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|[[Billing]]
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|- style="box-sizing: inherit;"
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| style="" |Maintenance
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| style="" |[[Customer]]<nowiki> | </nowiki>[[Tax]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module([[Reports]])'''
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|-
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|Reports
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|[[Tax Reports]]
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|-
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|Tax Reports
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|[[Sales Journal]]<nowiki> | </nowiki>[[Purchase Journal]]<nowiki> | </nowiki>[[VAT Summary]]<nowiki> | </nowiki>[[BIR Form 2550M]]<nowiki> | </nowiki>[[BIR Form 2550Q]]<nowiki> | </nowiki>[[BIR Form 2551Q]]<nowiki> | </nowiki>[[BIR Form 0619-E]]<nowiki> | </nowiki>[[BIR Form 1601E-Q]]<nowiki> | </nowiki>[[BIR Form 1604E]]<nowiki> | </nowiki>[[Sales Relief]]<nowiki> | </nowiki>[[Purchase Relief]]<nowiki> | </nowiki>[[SAWT|Summary Alphalist of Withholding Tax]]
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|}
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[[Category:Tax Reports]]
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[[Category:Sales]]
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[[Category:Financials]]
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[[Category:Billing]]

Latest revision as of 14:41, 7 April 2022

Sales Journal

Sales Journal Menu List
Tax Reports - Sales Journal - Record List.png


Sales Journal refers to the Report for the recording of the sales on credit to customers(Customer's Receivables)

Requirements before using Sales Journal
  • The user should setup have the following records in order to proceed on using the Sales Journal
Sales Journal Menu Terms on Oojeema Prime System
Field Description
1. Record Filter(Date Range, Customer) Set of record filters for precise searching of records.
  • Date Range will be automatically set as the Current Month by default
  • Customer will be automatically be set as Filter: All by default
2. Export Allows the user to export the records in the report.
3. Date Date of the Transaction
4. Customer's TIN TIN number of the Customer
5. Customer's Name Name of the Customer
6. Description Any remarks on the Transaction/Invoice.
7. Reference No. Reference No of the Sales Invoice
8. Amount Amount in the Invoice.
  • Discounts and other computations is already applied on this Amount.
9. Discount Amount Discount amount applied on the Transaction.
10. VAT Amount Value Added Tax Amount Applied on the Transaction
11. Net Sales Amount Accumulated with VAT

Notes:

  • Customer must be ACTIVE status in order to View its Records in the Filter.
    • Customer status can be seen in Customer Maintenance Module
Exporting Sales Journal
  1. Click Reports under Main Menu
  2. Under Reports Page, Click Sales Journal under Tax Reports section.
  3. Under Sales Journal, click the Export Button on the right side. Take note that you can filter the Date and Customer for precise exportation of records.
Tax Reports - Sales Journal - Export.png


Viewing Reference Voucher on Sales Journal
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click Sales Journal under Tax Reports.
  3. Under Sales Journal, you can check the following linked voucher in the Reference No. column. Clicking the voucher will redirect you to View mode of the Voucher.
Tax Reports - Sales Journal - View.png


Categories:
Modules
Sales Sales Invoice
Billing Billing
Maintenance Customer | Tax
Reports Module(Reports)
Reports Tax Reports
Tax Reports Sales Journal | Purchase Journal | VAT Summary | BIR Form 2550M | BIR Form 2550Q | BIR Form 2551Q | BIR Form 0619-E | BIR Form 1601E-Q | BIR Form 1604E | Sales Relief | Purchase Relief | Summary Alphalist of Withholding Tax
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