Difference between revisions of "Oojeema Pro Tax Job Aids"
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| − | <br /> | + | <div style="text-align: center;"> |
| + | [[Pro Tax|Tax]] | [[Pro Chart of Account|Chart of Account]] | [[Oojeema Pro Tax Job Aids|Tax Job Aids]] | ||
| + | </div><br /> | ||
==Tax Job Aids== | ==Tax Job Aids== | ||
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | ||
| − | #Under Maintenance Side Bar, Click '''Tax'''[[File:Pro Tax (Create) - Step 02.png|center|455x455px]]<br /> | + | #Under Maintenance Side Bar, Click '''[[Pro Tax|Tax]]'''[[File:Pro Tax (Create) - Step 02.png|center|455x455px]]<br /> |
#Under Tax Menu, Click Options then choose '''Add New Tax'''[[File:Pro Tax (Create) - Step 03.png|center|950x950px]]<br /> | #Under Tax Menu, Click Options then choose '''Add New Tax'''[[File:Pro Tax (Create) - Step 03.png|center|950x950px]]<br /> | ||
#Fill up the necessary fields[[File:Pro Tax (Export) - Step 04.png|center|950x950px]]<br /> | #Fill up the necessary fields[[File:Pro Tax (Export) - Step 04.png|center|950x950px]]<br /> | ||
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | ||
| − | #Under Maintenance Side Bar, Click '''Tax'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]] | + | #Under Maintenance Side Bar, Click '''[[Pro Tax|Tax]]'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]] |
#Under Tax Menu, Select the Tax that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]<br /> | #Under Tax Menu, Select the Tax that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]<br /> | ||
#The user has an option to Edit the details or Exit then Tax Record[[File:Pro Tax (View) - Step 04.png|center|950x950px]]<br /> | #The user has an option to Edit the details or Exit then Tax Record[[File:Pro Tax (View) - Step 04.png|center|950x950px]]<br /> | ||
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | ||
| − | #Under Maintenance Side Bar, Click '''Tax'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]] | + | #Under Maintenance Side Bar, Click '''[[Pro Tax|Tax]]'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]] |
#Under Tax Menu, Select the Tax that needs to update its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]] | #Under Tax Menu, Select the Tax that needs to update its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]] | ||
#Update the necessary fields[[File:Pro Tax (Edit) - Step 04.png|center|950x950px]]<br /> | #Update the necessary fields[[File:Pro Tax (Edit) - Step 04.png|center|950x950px]]<br /> | ||
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | ||
| − | #Under Maintenance Side Bar, Click '''Tax'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]] | + | #Under Maintenance Side Bar, Click '''[[Pro Tax|Tax]]'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]] |
#Under Tax Menu, Select the Tax that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]] | #Under Tax Menu, Select the Tax that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]] | ||
#Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]] | #Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]] | ||
| Line 39: | Line 41: | ||
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | ||
| − | #Under Maintenance Side Bar, Click '''Tax'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]] | + | #Under Maintenance Side Bar, Click '''[[Pro Tax|Tax]]'''[[File:Pro Tax (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Tax%20(Create)%20-%20Step%2002.png|center|455x455px]] |
#Under Tax Menu, Click Options then Click '''Export Tax'''[[File:Pro Tax (Export) - Step 03.png|center|950x950px]]<br />Notes: | #Under Tax Menu, Click Options then Click '''Export Tax'''[[File:Pro Tax (Export) - Step 03.png|center|950x950px]]<br />Notes: | ||
#*User has an option to change the display and change the account type for precise exporting of records | #*User has an option to change the display and change the account type for precise exporting of records | ||
Latest revision as of 15:06, 2 August 2021
Contents
Tax Job Aids
Managing Tax
Adding New Tax
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Tax
- Under Tax Menu, Click Options then choose Add New Tax
- Fill up the necessary fields
- Click Save
%20-%20Step%2001.png)
_-_Step_02.png)
_-_Step_03.png)
_-_Step_04.png)
Viewing Tax
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Tax
- Under Tax Menu, Select the Tax that needs to view its details, click the drop down arrow then choose View
- The user has an option to Edit the details or Exit then Tax Record
%20-%20Step%2002.png)
%20-%20Step%2003.png)
_-_Step_04.png)
Editing Tax
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Tax
- Under Tax Menu, Select the Tax that needs to update its details, click the drop down arrow then choose Edit
- Update the necessary fields
- Click Save
%20-%20Step%2003.png)
_-_Step_04.png)
Deleting Tax
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Tax
- Under Tax Menu, Select the Tax that needs to be deleted, click the drop down arrow then choose Delete
- Click Yes to Confirm the deletion process
%20-%20Step%2003.png)
%20-%20Step%2004.png)
Exporting Tax
Exporting Tax
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Tax
- Under Tax Menu, Click Options then Click Export Tax
Notes:- User has an option to change the display and change the account type for precise exporting of records
_-_Step_03.png)
Customer Record View
Customer Import Menu
| Modules | |
|---|---|
| Maintenance | Chart of Account | Items | Tax |
| Sales | Sales | Sales and Service Invoice | Receive Payments |
| Purchase | Purchase | Purchase Order | Issue Payment |
| Expense | Expense | Expense Transaction | Issue Payment Expense |
| Job Aid Modules | |
| Maintenance Aids | Chart of Accounts Job Aids | Items Job Aids | Tax Job Aids |
| Sales Aids | Sales Job Aids |
| Purchase Aids | Purchase Job Aids |
| Expense Aids | Expense Job Aids |