Difference between revisions of "Pro Expense Transaction"

 
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{{DISPLAYTITLE:Expense}}
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{{DISPLAYTITLE:Expense Transaction}}<div style="text-align: center;">
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[[Pro Expense|Expense]] | [[Pro Expense Transaction|Expense Transaction]] | [[Pro Issue Payment Expense|Issue Payment Expense]] | [[Oojeema Pro Expense Job Aids|Expense Job Aids]]
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</div><br />
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==Creating Expense Transaction==
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Allows the user create Expense Transactions.
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=====<span class="mw-headline" id="Requirements_before_using_Expense_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Purchase_Module" 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 creating a Expense Transaction</span></span></span></span>=====
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*The user should setup the following Maintenance Module in order to proceed on using the Expense Module
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*#[[Pro Chart of Account|Chart of Account]]
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*#[[Pro Vendors|Vendors]]
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*#[[Pro Tax|Tax]]
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*For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
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*#[[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]]
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*#[[Oojeema Pro Vendors Job Aids|Vendors Job Aids]]
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*#[[Oojeema Pro Tax Job Aids|Tax Aids]]
  
==Creating Expense==
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<br />
Allows the user create Expense Transactions.
 
 
[[File:Pro Create Expense.png|center|thumb|986x986px]]
 
[[File:Pro Create Expense.png|center|thumb|986x986px]]
 
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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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| style="" |Additional item line
 
| style="" |Additional item line
 
|}
 
|}
<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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|+ 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="" |Expense
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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="" |Maintenance
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| style="" |[[Pro Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Vendors|Vendors]]<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="" |Expense Aids
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| style="" |[[Oojeema Pro Expense 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]] <span style="box-sizing: inherit;"><nowiki>| </nowiki>[[Oojeema Pro Vendors Job Aids|Vendors Job Aids]]</span><nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]]
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|}

Latest revision as of 14:15, 29 July 2021


Creating Expense Transaction

Allows the user create Expense Transactions.

Requirements before creating a Expense Transaction


Pro Create Expense.png
Expense Menu List
Field Description Expected Output
1.Expense No. Purchase Reference Number once the transaction was generated Auto Generated
2.Vendor Name of the Vendor in the Transaction Vendor List from the Vendor Maintenance Module
3.Date Date when the transaction is created Date
4.Document Number Document Reference No in the Expense Transaction Numeric
5.Notes Any notes and descriptions related to the Expense Transaction Alphanumeric
6.Expense Account Expense Account in the Transaction Account List from the Chart of Account Maintenance Module
7.Description Description of the Expense Account Alphanumeric
8.Credit Account Credit Account to be used in an Expense Account Account List from the Chart of Account Maintenance Module
9.Price Price per quantity of an Item Numeric
10.Tax Tax to be applied per Item Tax List from the Tax Maintenance Module
11.Amount Total Amount of the item base on its price and its quantity Numeric
12.Delete Allows the user to delete a specific item line Yes or No
13.Add New Line Allows the user to add an item line Additional item line
Categories:
Modules
Expense Purchase | Purchase Order | Issue Payment
Maintenance Chart of Account | Vendors | Tax
Job Aid Modules
Expense Aids Oojeema Pro Expense Job Aids
Maintenance Aids Chart of Accounts Job Aids | Vendors Job Aids | Tax Job Aids