Difference between revisions of "Pro Bank"
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| − | {{DISPLAYTITLE:Bank}} | + | {{DISPLAYTITLE:Bank}}<div style="text-align: center;"> |
| − | + | [[Pro Bank|Bank]] | [[Pro Chart of Account|Chart of Account]] | [[Oojeema Pro Tax Job Aids|Tax Job Aids]] | |
| + | </div> | ||
==Bank== | ==Bank== | ||
<span style="color: rgb(51, 51, 51)">This maintenance screen allows users to configure and add the Bank that they will used in transaction.</span> | <span style="color: rgb(51, 51, 51)">This maintenance screen allows users to configure and add the Bank that they will used in transaction.</span> | ||
| + | |||
| + | Notes: | ||
| + | |||
| + | * Bank Module can be used and reflected on the following Modules: | ||
| + | ** [[Pro Sales|Sales Module]] | ||
| + | ** [[Pro Purchase|Purchase Module]] | ||
| + | ** [[Pro Expense|Expense Module]] | ||
| + | ** [[Pro Chart of Account|Chart of Account]] | ||
=====Bank Menu List===== | =====Bank Menu List===== | ||
| Line 32: | Line 41: | ||
=====Bank Record Option List===== | =====Bank Record Option List===== | ||
[[File:Pro Bank Record Option List.png|center|thumb|129x129px|Bank Record Option List]] | [[File:Pro Bank Record Option List.png|center|thumb|129x129px|Bank Record Option List]] | ||
| − | + | ||
| + | * For further instructions on how to View, Edit or Delete a Bank Record, the user may visit the Bank Job aids which can be found [[Oojeema Pro Bank Job Aids|here]] | ||
=====Adding Bank Record===== | =====Adding Bank Record===== | ||
[[File:Pro Bank Add Menu.png|center|thumb|861x861px|Bank Add Menu]] | [[File:Pro Bank Add Menu.png|center|thumb|861x861px|Bank Add Menu]] | ||
| − | <br /> | + | Notes: |
| + | |||
| + | * For further instructions on how to add a Bank record, the user may visit Bank Job Aids which can be found [[Oojeema Pro Bank Job Aids|here]]<br /> | ||
| + | |||
{| class="wikitable" | {| class="wikitable" | ||
|+Bank Create Menu | |+Bank Create Menu | ||
| Line 58: | Line 71: | ||
=====Bank View Record===== | =====Bank View Record===== | ||
| − | [[File:Pro Bank View Record.png|center|thumb|1000x1000px|Bank View Record]] | + | [[File:Pro Bank View Record.png|center|thumb|1000x1000px|Bank View Record]]Notes: |
| + | |||
| + | * User has an option to Edit or Exit the Bank Record | ||
| + | * For further instructions on how to View and Edit a Bank Record, the user may visit the Bank Maintenance Module which can be found [[Oojeema Pro Bank Job Aids|here]] | ||
| + | |||
| + | {| 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: "Open Sans", 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;" | ||
| + | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance | ||
| + | | style="" |[[Pro Bank|Bank]]<nowiki> | </nowiki>[[Pro Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Tax|Tax]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Sales | ||
| + | | style="" |[[Pro Sales|Sales]]<nowiki> | </nowiki>[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]] | ||
| + | |- | ||
| + | |Purchase | ||
| + | |[[Purchase]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Purchase Order|Purchase Order]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Issue Payment|Issue Payment]] | ||
| + | |- | ||
| + | |Expense | ||
| + | |[[Pro Expense|Expense]]<nowiki> | </nowiki>[[Pro Expense Transaction|Expense Transaction]]<nowiki> | </nowiki>[[Pro Issue Payment Expense|Issue Payment Expense]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance Aids | ||
| + | | style="" |[[Oojeema Pro Bank Job Aids|Bank Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Sales Aids | ||
| + | | style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]] | ||
| + | |- | ||
| + | |Purchase Aids | ||
| + | |[[Oojeema Pro Purchase Job Aids|Purchase Job Aids]] | ||
| + | |- | ||
| + | |Expense Aids | ||
| + | |[[Oojeema Pro Expense Job Aids|Expense Job Aids]] | ||
| + | |} | ||
Latest revision as of 14:06, 3 August 2021
Contents
Bank
This maintenance screen allows users to configure and add the Bank that they will used in transaction.
Notes:
- Bank Module can be used and reflected on the following Modules:
Bank Menu List
| Field | Description | Expected Output |
|---|---|---|
| 1. Options Menu | List of Options available when checking the Bank | Add Bank - Allows the user to add a Bank Record |
| 2. Search Bar | Allows the user to search for an Bank Record | Alphanumeric |
| 3. Display | Allows the user to filter the number of records to viewed on one page | 10/15/20/50/100 |
| 4. Bank Record List | List of Records of the Bank based from their Account Number, Account Name, Bank | Bank List from Bank Maintenance Module |
Bank Record Option List
- For further instructions on how to View, Edit or Delete a Bank Record, the user may visit the Bank Job aids which can be found here
Adding Bank Record
Notes:
- For further instructions on how to add a Bank record, the user may visit Bank Job Aids which can be found here
| Field | Description | Expected Output |
|---|---|---|
| 1.Bank Name | Name of the Bank | Alphanumeric |
| 2.Account Name | Account Name in the Bank Record | Text |
| 3.Account No | Account Number of the Bank | Numeric |
Bank View Record
Notes:
- User has an option to Edit or Exit the Bank Record
- For further instructions on how to View and Edit a Bank Record, the user may visit the Bank Maintenance Module which can be found here
| Modules | |
|---|---|
| Maintenance | Bank | Chart of Account | 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 | Bank Job 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 |