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Version of 12:26, 9 July 2021 by Gelo
Difference between revisions of "Pro Accounts Receivable Aging Job Aids"
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− | == <span class="mw-headline ve-pasteProtect" id="General_Ledger_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Accounts Receivable Aging Job Aids</span> == | + | {{DISPLAYTITLE:Accounts Receivable Aging Job Aids}}<div style="text-align: center;"> |
+ | [[Pro Accounts Receivable Aging|Accounts Receivable Aging]] | [[Pro Customer|Customer]] | [[Pro Accounts Receivable Aging Job Aids|Accounts Receivable Aging Job Aids]] | ||
+ | </div><br /> | ||
+ | ==<span class="mw-headline ve-pasteProtect" id="General_Ledger_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Accounts Receivable Aging Job Aids</span>== | ||
− | ====== <span class="mw-headline ve-pasteProtect" id="Exporting_General_Ledger" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Exporting_Balance_Sheet" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Exporting Accounts Receivable Aging</span></span> ====== | + | ======<span class="mw-headline ve-pasteProtect" id="Exporting_General_Ledger" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Exporting_Balance_Sheet" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Exporting Accounts Receivable Aging</span></span>====== |
− | # Under Main Menu, Click '''Reports'''<br />[[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'''<br />[[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 Reports Menu, Go to Financial statements then click <span class="ve-pasteProtect" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">'''Accounts Receivable Aging'''</span>[[File:Pro Accounts Receivable Aging (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Accounts%20Receivable%20Aging%20(Export)%20-%20Step%2002.png|center|623x623px]] | + | #Under Reports Menu, Go to Financial statements then click <span class="ve-pasteProtect" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">'''[[Accounts Receivable Aging]]'''</span>[[File:Pro Accounts Receivable Aging (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Accounts%20Receivable%20Aging%20(Export)%20-%20Step%2002.png|center|623x623px]] |
− | #* The user can also click the Search bar then look for <span class="ve-pasteProtect" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Accounts Receivable Aging</span>[[File:Pro Accounts Receivable Aging (Export) - Step 02.1.png|center|318x318px]]<br /> | + | #*The user can also click the Search bar then look for <span class="ve-pasteProtect" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">[[Accounts Receivable Aging]]</span>[[File:Pro Accounts Receivable Aging (Export) - Step 02.1.png|center|318x318px]]<br /> |
− | # Click the CSV button to Extract the report into CSV Excel File[[File:Pro Accounts Receivable Aging (Export) - Step 03.png|center|950x950px]]<br /> | + | #Click the CSV button to Extract the report into CSV Excel File[[File:Pro Accounts Receivable Aging (Export) - Step 03.png|center|950x950px]]<br /> |
− | #* The user has an option to filter the record by Customer, Date Range and Display Item Numbers[[File:Pro Accounts Receivable Aging (Export) - Step 03.1.png|center|600x600px]]<br /> | + | #*The user has an option to filter the record by Customer, Date Range and Display Item Numbers[[File:Pro Accounts Receivable Aging (Export) - Step 03.1.png|center|600x600px]]<br /> |
− | ====== <span class="mw-headline ve-pasteProtect" id="Viewing_Detailed_General_Ledger_Entries" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Viewing_Detailed_Trial_Balance_Entries" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Viewing_Detailed_Income_Statement" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Viewing Detailed Accounts Receivable Aging Entries</span></span></span> ====== | + | ======<span class="mw-headline ve-pasteProtect" id="Viewing_Detailed_General_Ledger_Entries" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Viewing_Detailed_Trial_Balance_Entries" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Viewing_Detailed_Income_Statement" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Viewing Detailed Accounts Receivable Aging Entries</span></span></span>====== |
− | # Under Main Menu, Click '''Reports'''<br />[[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'''<br />[[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 Reports Menu, Go to Financial statements then click <span class="ve-pasteProtect" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">'''Accounts Receivable Aging'''</span>[[File:Pro Accounts Receivable Aging (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Accounts%20Receivable%20Aging%20(Export)%20-%20Step%2002.png|center|623x623px]] | + | #Under Reports Menu, Go to Financial statements then click <span class="ve-pasteProtect" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">'''[[Accounts Receivable Aging]]'''</span>[[File:Pro Accounts Receivable Aging (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Accounts%20Receivable%20Aging%20(Export)%20-%20Step%2002.png|center|623x623px]] |
− | #* The user can also click the Search bar then look for <span class="ve-pasteProtect" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">'''Accounts Receivable Aging'''</span>[[File:Pro Accounts Receivable Aging (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Accounts%20Receivable%20Aging%20(Export)%20-%20Step%2002.1.png|center|318x318px]] | + | #*The user can also click the Search bar then look for <span class="ve-pasteProtect" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">'''[[Pro Accounts Payable Aging|Accounts Receivable Aging]]'''</span>[[File:Pro Accounts Receivable Aging (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Accounts%20Receivable%20Aging%20(Export)%20-%20Step%2002.1.png|center|318x318px]] |
− | # Clicking the Voucher under Voucher column will redirect the user to the transaction.[[File:Pro Accounts Receivable Aging (View Voucher) - Step 03.png|center|1117x1117px]]<br /> | + | #Clicking the Voucher under Voucher column will redirect the user to the transaction.[[File:Pro Accounts Receivable Aging (View Voucher) - Step 03.png|center|1117x1117px]]<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: "Open Sans", 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;" | ||
+ | |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories: | ||
+ | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Reports''' | ||
+ | |- style="box-sizing: inherit;" | ||
+ | | style="" |Financial Statements | ||
+ | | style="" |[[Pro Balance Sheet|Balance Sheet]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Income Statement|Income Statement]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Trial Balance|Trial Balance]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Ledger|General Ledger]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Journal|General Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Statement of Account|Statement of Account]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Receivable Aging|Accounts Receivable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Payable Aging|Accounts Payable Aging]] | ||
+ | |- style="box-sizing: inherit;" | ||
+ | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Reports Job Aid Aids''' | ||
+ | |- style="box-sizing: inherit;" | ||
+ | | style="" |Financial Statements | ||
+ | | style="" |[[Pro Balance Sheet Job Aids|Balance Sheet Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Income Statement Job Aids|Income Statement Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Trial Balance Job Aids|Trial Balance Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Ledger Job Aids|General Ledger Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Journal Job Aids|General Journal Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Statement of Account Job Aids|Statement of Account Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Receivable Aging Job Aids|Accounts Receivable Aging Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Payable Aging Job Aids|Accounts Payable Aging Job Aids]] | ||
+ | |- style="box-sizing: inherit;" | ||
+ | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules''' | ||
+ | |- style="box-sizing: inherit;" | ||
+ | | style="" |Sales | ||
+ | | style="" |[[Pro Sales|Sales]]<nowiki> | </nowiki>[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]] | ||
+ | |- style="box-sizing: inherit;" | ||
+ | | style="" |Maintenance | ||
+ | | style="" |[[Pro Customer|Customer]] | ||
+ | |- style="box-sizing: inherit;" | ||
+ | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
+ | |- style="box-sizing: inherit;" | ||
+ | | style="" |Sales Aids | ||
+ | | style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]] | ||
+ | |- style="box-sizing: inherit;" | ||
+ | | style="" |Maintenance Aids | ||
+ | | style="" |[[Oojeema Pro Customers Job Aids|Customers Job Aids]] | ||
+ | |} |
Latest revision as of 15:03, 11 August 2021
Accounts Receivable Aging Job Aids
Exporting Accounts Receivable Aging
- Under Main Menu, Click Reports
- Under Reports Menu, Go to Financial statements then click Accounts Receivable Aging
- The user can also click the Search bar then look for Accounts Receivable Aging
- The user can also click the Search bar then look for Accounts Receivable Aging
- Click the CSV button to Extract the report into CSV Excel File
- The user has an option to filter the record by Customer, Date Range and Display Item Numbers
- The user has an option to filter the record by Customer, Date Range and Display Item Numbers
Viewing Detailed Accounts Receivable Aging Entries
- Under Main Menu, Click Reports
- Under Reports Menu, Go to Financial statements then click Accounts Receivable Aging
- The user can also click the Search bar then look for Accounts Receivable Aging
- Clicking the Voucher under Voucher column will redirect the user to the transaction.
Reports | |
---|---|
Financial Statements | Balance Sheet | Income Statement | Trial Balance | General Ledger | General Journal | Statement of Account | Accounts Receivable Aging | Accounts Payable Aging |
Reports Job Aid 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 |
Modules | |
Sales | Sales | Sales and Service Invoice | Receive Payments |
Maintenance | Customer |
Job Aid Modules | |
Sales Aids | Sales Job Aids |
Maintenance Aids | Customers Job Aids |