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Difference between revisions of "Oojeema Pro Chart of Accounts Job Aids"

(Created page with "{{DISPLAYTITLE:Chart of Accounts Job Aids}} == Chart of Accounts == ===== Managing Account ===== ====== Adding New Account ====== # On the Main Menu, click the Gear Icon t...")
 
 
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{{DISPLAYTITLE:Chart of Accounts Job Aids}}
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{{DISPLAYTITLE:Chart of Accounts Job Aids}}<div style="text-align: center;">
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[[Pro Chart of Account|Chart of Account]] | [[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]] | [[Pro Tax|Tax]]
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</div><br />
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==Chart of Accounts==
  
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== Chart of Accounts ==
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=====Managing Account=====
  
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===== Managing Account =====
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======Adding New Account======
  
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====== Adding New Account ======
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|950x950px]]
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#Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|center|464x464px]]<br />
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#Under Chart of Account Menu, Click Options then choose '''Add Account'''[[File:Pro Chart of Accounts (Create) - Step 03.png|center|950x950px]]<br />
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#Fill up the necessary fields[[File:Pro Chart of Accounts (Create) - Step 04.png|center|950x950px]]<br />
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#Click Save[[File:Pro Chart of Accounts (Create) - Step 05.png|center|950x950px]]<br />
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|950x950px]]
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======Viewing Account======
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# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|center|464x464px]]<br />
 
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# Under Chart of Account Menu, Click Options then choose '''Add Account'''[[File:Pro Chart of Accounts (Create) - Step 03.png|center|950x950px]]<br />
 
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# Fill up the necessary fields[[File:Pro Chart of Accounts (Create) - Step 04.png|center|950x950px]]<br />
 
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# Click Save[[File:Pro Chart of Accounts (Create) - Step 05.png|center|950x950px]]<br />
 
  
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====== Viewing Account ======
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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]]
 +
#Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
 +
#Under Chart of Account Menu, Select the account that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|center|154x154px]]<br />
  
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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]]
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======Editing Account======
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# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
 
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# Under Chart of Account Menu, Select the account that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|center|154x154px]]<br />
 
  
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====== Editing Account ======
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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]]
 +
#Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
 +
#Under Chart of Account Menu, Select the account that needs to updates its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|center|154x154px]]<br />
 +
#Update the necessary fields[[File:Pro Chart of Accounts (Edit) - Step 04.png|center|950x950px]]<br />
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#Click Save
  
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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]]
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======Deleting Account======
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# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
 
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# Under Chart of Account Menu, Select the account that needs to updates its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|center|154x154px]]<br />
 
−
# Update the necessary fields[[File:Pro Chart of Accounts (Edit) - Step 04.png|center|950x950px]]<br />
 
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# Click Save
 
  
−
====== Deleting Account ======
+
#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 '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
 +
#Under Chart of Account Menu, Select the account that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|center|154x154px]]<br />
 +
#Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|center|281x281px]]<br />
  
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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]]
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=====Exporting and Importing Account=====
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# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
 
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# Under Chart of Account Menu, Select the account that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|center|154x154px]]<br />
 
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# Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|center|281x281px]]<br />
 
  
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===== Exporting and Importing Account =====
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======Exporting Account======
  
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====== Exporting Account ======
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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]]
 +
#Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
 +
#Under Chart of Account Menu, Click Options then Click '''Export Accounts'''[[File:Pro Chart of Accounts (Export) - Step 03.png|center|950x950px]]<br />
 +
#*User has an option to change the display and change the account type for precise exporting of records
  
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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]]
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======Importing Account======
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# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
 
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# Under Chart of Account Menu, Click Options then Click '''Export Accounts'''[[File:Pro Chart of Accounts (Export) - Step 03.png|center|950x950px]]<br />
 
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#* User has an option to change the display and change the account type for precise exporting of records
 
  
−
====== Importing Account ======
+
#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 '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
 +
#Under Chart of Account Menu, Click Options then Click '''Import Accounts'''[[File:Pro Chart of Accounts (Import) - Step 03.png|center|950x950px]]<br />
 +
#Download the template provided in the link on Step 1[[File:Pro Chart of Accounts (Import) - Step 04.png|center|586x586px]]<br />
 +
#Fill-up the template[[File:Pro Chart of Accounts (Import) - Step 05.png|center|744x744px]]<br />
 +
#Import the template then Click Import[[File:Pro Chart of Accounts (Import) - Step 06.png|center|586x586px]]<br />
  
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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]]
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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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# Under Maintenance Side Bar, Click '''Chart of Accounts'''[[File:Pro Chart of Accounts (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2002.png|center|464x464px]]
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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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# Under Chart of Account Menu, Click Options then Click '''Import Accounts'''[[File:Pro Chart of Accounts (Import) - Step 03.png|center|950x950px]]<br />
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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
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# Download the template provided in the link on Step 1
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|- style="box-sizing: inherit;"
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# Fill-up the template
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| style="" |Sales
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# Import the template then Click Save  <br />
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| style="" |[[Pro Sales|Sales]] <span style="color: rgb(51, 51, 51)"><nowiki>|</nowiki></span> [[Pro Sales and Service Invoice|Sales and Service Invoice]] <span style="color: rgb(51, 51, 51)"><nowiki>|</nowiki></span> [[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]] <span style="color: rgb(51, 51, 51)"><nowiki>|</nowiki></span> [[Pro Purchase Order|Purchase Order]] <span style="color: rgb(51, 51, 51)"><nowiki>|</nowiki></span> [[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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| style="" |Maintenance
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| style="" |[[Pro Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Tax|Tax]]
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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="" |[[Pro Sales Module Aids|Sales Module 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 Tax Job Aids|Tax Job Aids]]
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|}

Latest revision as of 15:11, 30 July 2021


Chart of Accounts

Managing Account
Adding New Account
  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 Chart of Accounts
    Pro Chart of Accounts (Create) - Step 02.png

  3. Under Chart of Account Menu, Click Options then choose Add Account
    Pro Chart of Accounts (Create) - Step 03.png

  4. Fill up the necessary fields
    Pro Chart of Accounts (Create) - Step 04.png

  5. Click Save
    Pro Chart of Accounts (Create) - Step 05.png

Viewing Account
  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 Chart of Accounts
    Pro Chart of Accounts (Create) - Step 02.png
  3. Under Chart of Account Menu, Select the account that needs to view its details, click the drop down arrow then choose View
    Pro Chart of Accounts (View) - Step 03.png

Editing Account
  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 Chart of Accounts
    Pro Chart of Accounts (Create) - Step 02.png
  3. Under Chart of Account Menu, Select the account that needs to updates its details, click the drop down arrow then choose Edit
    Pro Chart of Accounts (Edit) - Step 03.png

  4. Update the necessary fields
    Pro Chart of Accounts (Edit) - Step 04.png

  5. Click Save
Deleting Account
  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 Chart of Accounts
    Pro Chart of Accounts (Create) - Step 02.png
  3. Under Chart of Account Menu, Select the account that needs to be deleted, click the drop down arrow then choose Delete
    Pro Chart of Accounts (Delete) - Step 03.png

  4. Click Yes to Confirm the deletion process
    Pro Chart of Accounts (Delete) - Step 04.png

Exporting and Importing Account
Exporting Account
  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 Chart of Accounts
    Pro Chart of Accounts (Create) - Step 02.png
  3. Under Chart of Account Menu, Click Options then Click Export Accounts
    Pro Chart of Accounts (Export) - Step 03.png

    • User has an option to change the display and change the account type for precise exporting of records
Importing Account
  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 Chart of Accounts
    Pro Chart of Accounts (Create) - Step 02.png
  3. Under Chart of Account Menu, Click Options then Click Import Accounts
    Pro Chart of Accounts (Import) - Step 03.png

  4. Download the template provided in the link on Step 1
    Pro Chart of Accounts (Import) - Step 04.png

  5. Fill-up the template
    Pro Chart of Accounts (Import) - Step 05.png

  6. Import the template then Click Import
    Pro Chart of Accounts (Import) - Step 06.png

Categories:
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 | Tax
Job Aid Modules
Sales Aids Sales Module Aids
Purchase Aids Purchase Job Aids
Expense Aids Expense Job Aids
Journal Aids Journal Job Aids
Maintenance Aids Chart of Accounts Job Aids | Tax Job Aids
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