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Difference between revisions of "Pro Users Group Access"

(Created page with "{{DISPLAYTITLE:Users Group Access}} == Users Group == <span style="color: rgb(51, 51, 51)">This maintenance screen allows the user to configure and add User Group on a specif...")
 
 
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{{DISPLAYTITLE:Users Group Access}}
 
{{DISPLAYTITLE:Users Group Access}}
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<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>
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==Users Group==
 +
<span style="color: rgb(51, 51, 51)">This maintenance screen allows the user to configure and add User Group on a specific User. This is also use to restrict the specific modules that a specific user can use.</span>
  
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== Users Group ==
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===== <span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_and_Service_Invoice" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Users Group Module</span></span></span></span> =====
−
<span style="color: rgb(51, 51, 51)">This maintenance screen allows the user to configure and add User Group on a specific User. This is also use to restrict the specific modules that a specific user can use.</span>
+
 
 +
* The user should setup the following Maintenance Module in order to proceed on using the Users Group Access Module
 +
*# [[Pro Users|Users]]
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* For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
 +
*# [[Oojeema Pro Users Group Access Job Aids|Users Group Access Job Aids]]
 +
 
 +
<br />
  
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===== Users Group Menu List =====
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=====Users Group Menu List=====
 
[[File:Pro Users Group Menu List.png|center|thumb|861x861px|Users Group Menu List]]
 
[[File:Pro Users Group Menu List.png|center|thumb|861x861px|Users Group Menu List]]
 
{| 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;"
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|}
 
|}
  
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===== Users Group Record Option List =====
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=====Users Group Record Option List=====
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<br />
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[[File:Pro Users Group Record Option List.png|center|thumb|121x121px|Users Group Record Option List]]
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Notes:
 +
 
 +
*After created a Users Group, the user may assign Users on a specific Users Group
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**Assigning users to a users group can be also be done via [[Pro Users|Users]] Maintenance
 +
*For further instructions on how to View , Assign and Unassign users, the user may visit the users group access list Job Aids which can be found [[Oojeema Pro Users Group Access Job Aids|here]]<br />
  
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===== Adding Users Group =====
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=====Adding Users Group=====
 
[[File:Pro Users Group Add.png|center|thumb|720x720px|Users Group Add]]
 
[[File:Pro Users Group Add.png|center|thumb|720x720px|Users Group Add]]
 
<br />
 
<br />
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|Tick/Untick
 
|Tick/Untick
 
|}
 
|}
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Notes:
  
−
===== Users Group View Record =====
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*For detailed instructions on how to Add a Users Group Access List, the user may visit the Users Group Access List which can be found [[Oojeema Pro Users Group Access Job Aids|here]]
 +
 
 +
=====Users Group View Record=====
 
[[File:Pro Users Group View Record.png|center|thumb|1000x1000px|Users Group View Record]]
 
[[File:Pro Users Group View Record.png|center|thumb|1000x1000px|Users Group View Record]]
 
<br />
 
<br />
  
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===== Tagging Users in User Group =====
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=====Tagging Users in User Group=====
 
[[File:Pro Users Group Tagging Users.png|center|thumb|1000x1000px|Users Group Tagging Users]]
 
[[File:Pro Users Group Tagging Users.png|center|thumb|1000x1000px|Users Group Tagging Users]]
−
<br />
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<br />Notes:
 +
 
 +
*For further Instructions on how to Assign/Unassign Users, the user may visit the Users Group Access List Job aids which can be found [[Oojeema Pro Users Group Access Job Aids|here]]
  
−
===== Untagging Users in User Group =====
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=====Untagging Users in User Group=====
 
[[File:Pro Users Group Untagging Users.png|center|thumb|1000x1000px|Users Group Untagging Users]]
 
[[File:Pro Users Group Untagging Users.png|center|thumb|1000x1000px|Users Group Untagging Users]]
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 +
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Notes:
 +
 +
*For further Instructions on how to Assign/Unassign Users, the user may visit the Users Group Access List Job aids which can be found [[Oojeema Pro Users Group Access Job Aids|here]]
 +
 +
<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;"
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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 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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| 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
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| style="" |[[Pro Purchase|Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order|Purchase Order]]<nowiki> | </nowiki>[[Pro Issue Payment|Issue Payment]]
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|- 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;"
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| style="" |Journal
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| style="" |[[Pro Journal|Journal]]<nowiki> | </nowiki>[[Pro Journal Voucher|Journal Voucher]]
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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
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| 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
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| 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;" |'''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 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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| 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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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Job Aids'''
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|- style="box-sizing: inherit;"
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| style="" |Financial Statements
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| 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;"
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| style="" |Inventory Reports
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| 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]]
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|- style="box-sizing: inherit;"
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| style="" |Tracking Reports
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| style="" |[[Pro Audit Trail Job Aids|Audit Trail Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Tax Reports
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| 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]]
 +
|}
 
<br />
 
<br />

Latest revision as of 13:54, 4 August 2021

Users Group

This maintenance screen allows the user to configure and add User Group on a specific User. This is also use to restrict the specific modules that a specific user can use.

Requirements before using Users Group Module
  • The user should setup the following Maintenance Module in order to proceed on using the Users Group Access Module
    1. Users
  • For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
    1. Users Group Access Job Aids


Users Group Menu List
Users Group Menu List
Users Group Record List
Field Description Expected Output
1. Create New User Group Allows the user to Create a New User Group Users Group Create Module
2. Search Bar Allows the user to search for an Users Group Record Alphanumeric
3. Display Allows the user to filter the number of records to viewed on one page 10/15/20/50/100
4. Users Group Record List List of Records of the Users Group based from their Group Name, User Count and Description Users Group List from Users Group Maintenance Module
Users Group Record Option List
Users Group Record Option List

Notes:

  • After created a Users Group, the user may assign Users on a specific Users Group
    • Assigning users to a users group can be also be done via Users Maintenance
  • For further instructions on how to View , Assign and Unassign users, the user may visit the users group access list Job Aids which can be found here
Adding Users Group
Users Group Add


Adding Users Group Module List
Field Description Expected Output
1. Group Name Users Group Name Alphanumeric
2. Description Description of the Users Group Alphanumeric
3. Select/Deselect All Modules Allows the user to grant/ungrant the all the access of modules on a particular Users Group Tick/Untick
4. Modules Allowing the Users Group to view or hid the functions on each module Tick/Untick

Notes:

  • For detailed instructions on how to Add a Users Group Access List, the user may visit the Users Group Access List which can be found here
Users Group View Record
Users Group View Record


Tagging Users in User Group
Users Group Tagging Users


Notes:

  • For further Instructions on how to Assign/Unassign Users, the user may visit the Users Group Access List Job aids which can be found here
Untagging Users in User Group
Users Group Untagging Users


Notes:

  • For further Instructions on how to Assign/Unassign Users, the user may visit the Users Group Access List Job aids which can be found here


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 Purchase | Purchase Order | 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 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
Sales Aids Sales Job Aids
Purchase Aids Purchase Job Aids
Expense Aids Expense Job Aids
Journal Aids 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 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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