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="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Accounts Receivable Aging Job Aids</span> ==
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{{DISPLAYTITLE:Accounts Receivable Aging Job Aids}}
  
====== <span class="mw-headline ve-pasteProtect" id="Exporting_General_Ledger" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Exporting_Balance_Sheet" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Exporting Accounts Receivable Aging</span></span> ======
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==<span class="mw-headline ve-pasteProtect" id="General_Ledger_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Accounts Receivable Aging Job Aids</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]]
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======<span class="mw-headline ve-pasteProtect" id="Exporting_General_Ledger" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Exporting_Balance_Sheet" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Exporting Accounts Receivable Aging</span></span>======
# Under Reports Menu, Go to Financial statements then click <span class="ve-pasteProtect" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">'''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="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">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 />
 
#* 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="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Viewing_Detailed_Trial_Balance_Entries" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Viewing_Detailed_Income_Statement" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Viewing Detailed Accounts Receivable Aging Entries</span></span></span> ======
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#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]]
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#Under Reports Menu, Go to Financial statements then click <span class="ve-pasteProtect" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">'''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]]
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#*The user can also click the Search bar then look for <span class="ve-pasteProtect" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Accounts Receivable Aging</span>[[File:Pro Accounts Receivable Aging (Export) - Step 02.1.png|center|318x318px]]<br />
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#Click the CSV button to Extract the report into CSV Excel File[[File:Pro Accounts Receivable Aging (Export) - Step 03.png|center|950x950px]]<br />
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#*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 />
  
# 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]]
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======<span class="mw-headline ve-pasteProtect" id="Viewing_Detailed_General_Ledger_Entries" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Viewing_Detailed_Trial_Balance_Entries" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Viewing_Detailed_Income_Statement" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Viewing Detailed Accounts Receivable Aging Entries</span></span></span>======
# Under Reports Menu, Go to Financial statements then click <span class="ve-pasteProtect" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">'''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]]
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#* The user can also click the Search bar then look for <span class="ve-pasteProtect" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">'''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]]
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#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]]
# 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 />
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#Under Reports Menu, Go to Financial statements then click <span class="ve-pasteProtect" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">'''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]]
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#*The user can also click the Search bar then look for <span class="ve-pasteProtect" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">'''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]]
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#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 />

Revision as of 12:45, 9 July 2021


Accounts Receivable Aging Job Aids

Exporting Accounts Receivable Aging
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Financial statements then click Accounts Receivable Aging
    Pro Accounts Receivable Aging (Export) - Step 02.png
    • The user can also click the Search bar then look for Accounts Receivable Aging
      Pro Accounts Receivable Aging (Export) - Step 02.1.png

  3. Click the CSV button to Extract the report into CSV Excel File
    Pro Accounts Receivable Aging (Export) - Step 03.png

    • The user has an option to filter the record by Customer, Date Range and Display Item Numbers
      Pro Accounts Receivable Aging (Export) - Step 03.1.png

Viewing Detailed Accounts Receivable Aging Entries
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Financial statements then click Accounts Receivable Aging
    Pro Accounts Receivable Aging (Export) - Step 02.png
    • The user can also click the Search bar then look for Accounts Receivable Aging
      Pro Accounts Receivable Aging (Export) - Step 02.1.png
  3. Clicking the Voucher under Voucher column will redirect the user to the transaction.
    Pro Accounts Receivable Aging (View Voucher) - Step 03.png