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Difference between revisions of "Pro Expense"

(Created page with "{{DISPLAYTITLE:Expense Module}} ==Expense Module== Allows the user to create Expense Transactions as well as issuing payments base from transaction. File:Pro Expense Menu L...")
 
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{{DISPLAYTITLE:Expense Module}}
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{{DISPLAYTITLE:Expense Module}}<div style="text-align: center;">
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[[Pro 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 />
 
==Expense Module==
 
==Expense Module==
 
Allows the user to create Expense Transactions as well as issuing payments base from transaction.
 
Allows the user to create Expense Transactions as well as issuing payments base from transaction.
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===== <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 using Expense Module</span></span></span> =====
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* The user should setup the following Maintenance Module in order to proceed on using the Purchase 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]]
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[[File:Pro Expense Menu List.png|center|thumb|954x954px|Expense Menu List]]
 
[[File:Pro Expense Menu List.png|center|thumb|954x954px|Expense Menu List]]
 
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|}
 
|}
  
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===== Options Menu List =====
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=====Options Menu List=====
 
[[File:Pro Expense Options Menu.png|center|thumb|178x178px|Expense Options Menu]]
 
[[File:Pro Expense Options Menu.png|center|thumb|178x178px|Expense Options Menu]]
  
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===== Record Option List =====
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=====Record Option List=====
 
[[File:Pro Expense Record Option Menu.png|center|thumb|205x205px|Expense Record Option Menu]]
 
[[File:Pro Expense Record Option Menu.png|center|thumb|205x205px|Expense Record Option Menu]]
 
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===== Import Expense List =====
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Notes:
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* The user can only View, Edit, Issue Payment or Cancel a Transaction if the status is '''UNPAID'''
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** For more details on how to View, Edit, Print, Issue Payment and Cancel a Purchase Transaction, Job aids can be found [[Oojeema Pro Expense Job Aids|here]]
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=====Import Expense List=====
 
[[File:Pro Expense Import Menu.png|center|thumb|579x579px|Expense Import Menu]]
 
[[File:Pro Expense Import Menu.png|center|thumb|579x579px|Expense Import Menu]]
 
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<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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|}

Revision as of 14:05, 29 July 2021


Expense Module

Allows the user to create Expense Transactions as well as issuing payments base from transaction.

Requirements before using Expense Module
Expense Menu List


Module List
Field Description
1.Create Expense Allows the user to create a Expense Transaction.
2.Issue Payment Allows the user to create a transaction for Issuing Payments.
3.Options Allows the user to Export or Import the list of Records
4.Record Filter Allows the user to set a specific filter options for precise searching of records
5.Status Tab Allows the user to set and filter the records based from its status. It can be
  • Unpaid - Records that have not yet paid.
  • With Partial Payment - Records that have down payments
  • Paid - Records that are fully paid
  • Cancelled - Records that have been cancelled.
  • All - All records without filters.
6.Summary of Records List of Purchase Records given based from the set filters
Options Menu List
Expense Options Menu
Record Option List
Expense Record Option Menu


Notes:

  • The user can only View, Edit, Issue Payment or Cancel a Transaction if the status is UNPAID
    • For more details on how to View, Edit, Print, Issue Payment and Cancel a Purchase Transaction, Job aids can be found here
Import Expense List
Expense Import Menu


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
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