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Version of 12:38, 28 June 2021 by Gelo
Difference between revisions of "Pro Income Statement Job Aids"
(Created page with "== Income Statement Sheet Job Aids == ====== Exporting Balance Sheet ====== # Under Main Menu, Click '''Reports'''File:Pro Balance Sheet (Export) - Step 01.png|link=https:...") (Tag: Visual edit) |
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| − | == Income Statement Sheet Job Aids == | + | ==Income Statement Sheet Job Aids== |
| − | ====== Exporting Balance Sheet ====== | + | ======Exporting Balance Sheet====== |
| − | # Under Main Menu, Click '''Reports'''[[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'''[[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 '''Income Statement'''[[File:Pro Income Statement (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Income%20Statement%20(Export)%20-%20Step%2002.png|center]]<br /> | + | #Under Reports Menu, Go to Financial statements then click '''Income Statement'''[[File:Pro Income Statement (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Income%20Statement%20(Export)%20-%20Step%2002.png|center]]<br /> |
| − | #* The user can also click the Search bar then look for '''Income Statement'''[[File:Pro Income Statement (Export) - Step 02.1.png|center|600x600px]]<br /> | + | #*The user can also click the Search bar then look for '''Income Statement'''[[File:Pro Income Statement (Export) - Step 02.1.png|center|600x600px]]<br /> |
| − | # Click the CSV button to Extract the report into CSV Excel File | + | #Click the CSV button to Extract the report into CSV Excel File[[File:Pro Income Statement (Export) - Step 03.png|center|950x950px]]<br /> |
| − | #* The user has an option to filter the record by changing the year, Filtering the date range or click ick the Balance Sheet Report Tab(Monthly, Quarterly, Yearly) | + | #*The user has an option to filter the record by changing the year, Filtering the date range or click ick the Balance Sheet Report Tab(Monthly, Quarterly, Yearly)[[File:Pro Income Statement (Export) - Step 03.1.png|center|600x600px]]<br /> |
| + | |||
| + | ====== Viewing Detailed Income Statement ====== | ||
| + | |||
| + | #Under Main Menu, Click '''Reports'''[[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 '''Income Statement'''[[File:Pro Income Statement (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Income%20Statement%20(Export)%20-%20Step%2002.png|center]] | ||
| + | #*The user can also click the Search bar then look for '''Income Statement'''[[File:Pro Income Statement (Export) - Step 02.1.png|center|600x600px|link=https://docs.oojeema.com/File:Pro_Income_Statement_(Export)_-_Step_02.1.png]] | ||
| + | # Click the amount link for a specific Income Statement Lines. This is also applicable on Quarterly and Yearly Income Statement Reports[[File:Pro Income Statement (View) - Step 03.png|center|950x950px]][[File:Pro Income Statement (View) - Step 03.1.png|center|950x950px]][[File:Pro Income Statement (View) - Step 03.2.png|center|950x950px]]<br /> | ||
| + | # Clicking the Voucher will redirect the user to the transaction.[[File:Pro Income Statement (View) - Step 04.png|center|950x950px]]<br /> | ||
Revision as of 13:18, 28 June 2021
Income Statement Sheet Job Aids
Exporting Balance Sheet
- Under Main Menu, Click Reports
- Under Reports Menu, Go to Financial statements then click Income Statement
- The user can also click the Search bar then look for Income Statement
- The user can also click the Search bar then look for Income Statement
- Click the CSV button to Extract the report into CSV Excel File
- The user has an option to filter the record by changing the year, Filtering the date range or click ick the Balance Sheet Report Tab(Monthly, Quarterly, Yearly)
- The user has an option to filter the record by changing the year, Filtering the date range or click ick the Balance Sheet Report Tab(Monthly, Quarterly, Yearly)
%20-%20Step%2001.png)
%20-%20Step%2002.png)
_-_Step_02.1.png)
_-_Step_03.png)
_-_Step_03.1.png)
Viewing Detailed Income Statement
- Under Main Menu, Click Reports
- Under Reports Menu, Go to Financial statements then click Income Statement
- The user can also click the Search bar then look for Income Statement
- The user can also click the Search bar then look for Income Statement
- Click the amount link for a specific Income Statement Lines. This is also applicable on Quarterly and Yearly Income Statement Reports
- Clicking the Voucher will redirect the user to the transaction.
_-_Step_02.1.png)
_-_Step_03.png)
_-_Step_03.1.png)
_-_Step_03.2.png)
_-_Step_04.png)