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Difference between revisions of "Oojeema Pro Bank Job Aids"

 
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{{DISPLAYTITLE:Bank Aids}}
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<div style="text-align: center;">
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[[Pro Bank|Bank]] | [[Pro Chart of Account|Chart of Account]] | [[Oojeema Pro Tax Job Aids|Tax Job Aids]]
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</div>
 
==<span class="mw-headline" id="Users_Job_Aids" style="box-sizing: inherit;">Bank Job Aids</span>==
 
==<span class="mw-headline" id="Users_Job_Aids" style="box-sizing: inherit;">Bank Job Aids</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]]
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#Under Maintenance Side Bar, Click '''Bank'''[[File:Pro Bank (Create) - Step 02.png|center|455x455px]]<br />
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#Under Maintenance Side Bar, Click '''[[Pro Bank|Bank]]'''[[File:Pro Bank (Create) - Step 02.png|center|455x455px]]<br />
 
#Under Bank Menu, Click Options then choose '''New Bank Account'''[[File:Pro Bank (Create) - Step 03.png|center|950x950px]]<br />
 
#Under Bank Menu, Click Options then choose '''New Bank Account'''[[File:Pro Bank (Create) - Step 03.png|center|950x950px]]<br />
 
#Fill up the necessary fields[[File:Pro Bank (Create) - Step 04.png|center|950x950px]]<br />
 
#Fill up the necessary fields[[File:Pro Bank (Create) - Step 04.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|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 '''Bank'''[[File:Pro Bank (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Bank%20(Create)%20-%20Step%2002.png|center|455x455px]]
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#Under Maintenance Side Bar, Click '''[[Pro Bank|Bank]]'''[[File:Pro Bank (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Bank%20(Create)%20-%20Step%2002.png|center|455x455px]]
 
#Under Bank Menu, Select the Bank that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]
 
#Under Bank Menu, Select the Bank that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]
 
#User has an option to Edit the record or Exit the viewing of record[[File:Pro Bank (Edit) - Step 04.png|center|950x950px]]<br />
 
#User has an option to Edit the record or Exit the viewing of record[[File:Pro Bank (Edit) - Step 04.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|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 '''Bank'''[[File:Pro Bank (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Bank%20(Create)%20-%20Step%2002.png|center|455x455px]]
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#Under Maintenance Side Bar, Click '''[[Pro Bank|Bank]]'''[[File:Pro Bank (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Bank%20(Create)%20-%20Step%2002.png|center|455x455px]]
 
#Under Bank Menu, Select the Bank that needs to update its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]]
 
#Under Bank Menu, Select the Bank that needs to update its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]]
 
#Update the necessary fields[[File:Pro Bank (Edit) - Step 04.png|center|950x950px]]
 
#Update the necessary fields[[File:Pro Bank (Edit) - Step 04.png|center|950x950px]]
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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 '''Bank'''[[File:Pro Bank (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Bank%20(Create)%20-%20Step%2002.png|center|455x455px]]
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#Under Maintenance Side Bar, Click '''[[Pro Bank|Bank]]'''[[File:Pro Bank (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Bank%20(Create)%20-%20Step%2002.png|center|455x455px]]
 
#Under Bank Menu, Select the Bank that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]]
 
#Under Bank Menu, Select the Bank that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]]
 
#Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]]<br />
 
#Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]]<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="" |Maintenance
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| style="" |[[Pro Bank|Bank]]<nowiki> | </nowiki>[[Pro Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Tax|Tax]]
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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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|-
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|Purchase
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|[[Purchase]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Purchase Order|Purchase Order]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Issue Payment|Issue Payment]]
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|-
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|Expense
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|[[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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| 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 Bank Job Aids|Bank Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax 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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|-
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|Purchase Aids
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|[[Oojeema Pro Purchase Job Aids|Purchase Job Aids]]
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|-
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|Expense Aids
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|[[Oojeema Pro Expense Job Aids|Expense Job Aids]]
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|}

Latest revision as of 14:19, 3 August 2021

Bank Job Aids

Managing Bank
Adding New Bank 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 Bank
    Pro Bank (Create) - Step 02.png

  3. Under Bank Menu, Click Options then choose New Bank Account
    Pro Bank (Create) - Step 03.png

  4. Fill up the necessary fields
    Pro Bank (Create) - Step 04.png

  5. Click Send
    Pro Bank (Create) - Step 05.png

Viewing Bank 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 Bank
    Pro Bank (Create) - Step 02.png
  3. Under Bank Menu, Select the Bank that needs to view its details, click the drop down arrow then choose View
    Pro Chart of Accounts (View) - Step 03.png
  4. User has an option to Edit the record or Exit the viewing of record
    Pro Bank (Edit) - Step 04.png

Editing Bank 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 Bank
    Pro Bank (Create) - Step 02.png
  3. Under Bank Menu, Select the Bank that needs to update its details, click the drop down arrow then choose Edit
    Pro Chart of Accounts (Edit) - Step 03.png
  4. Update the necessary fields
    Pro Bank (Edit) - Step 04.png
  5. Click Save
Deleting Bank 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 Bank
    Pro Bank (Create) - Step 02.png
  3. Under Bank Menu, Select the Bank 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

Modules
Maintenance Bank | Chart of Account | Tax
Sales Sales | Sales and Service Invoice | Receive Payments
Purchase Purchase | Purchase Order | Issue Payment
Expense Expense | Expense Transaction | Issue Payment Expense
Job Aid Modules
Maintenance Aids Bank Job Aids | Chart of Accounts Job Aids | Items Job Aids | Tax Job Aids
Sales Aids Sales Job Aids
Purchase Aids Purchase Job Aids
Expense Aids Expense Job Aids
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