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Difference between revisions of "Pro Balance Sheet Job Aids"
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| − | == Balance Sheet Job Aids == | + | {{DISPLAYTITLE:Balance Sheet Job Aids}} |
| + | <div style="text-align: center;"> | ||
| + | [[Pro Balance Sheet|Balance Sheet]] | [[Pro Chart of Account|Chart of Account]] | [[Pro Tax|Tax]] | [[Pro Balance Sheet Job Aids]] | ||
| + | <br /> | ||
| + | ==Balance Sheet Job Aids== | ||
| − | ====== Exporting Balance Sheet ====== | + | ======Exporting Balance Sheet====== |
| − | # Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|center|950x950px]]<br /> | + | #Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|center|950x950px]]<br /> |
| − | # Under Reports Menu, Go to Financial statements then click '''Balance Sheet'''[[File:Pro Balance Sheet (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2002.png|center|731x731px]] | + | #Under Reports Menu, Go to Financial statements then click '''[[Pro Balance Sheet|Balance Sheet]]'''[[File:Pro Balance Sheet (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2002.png|center|731x731px]] |
| − | #* The user can also click the Search bar then look for '''Balance Sheet'''[[File:Pro Balance Sheet (Export) - Step 02.1.png|center|600x600px]]<br /> | + | #*The user can also click the Search bar then look for '''Balance Sheet'''[[File:Pro Balance Sheet (Export) - Step 02.1.png|center|600x600px]]<br /> |
| − | # Under Balance Sheet Menu, Click the CSV button to Extract the report into CSV Excel File[[File:Pro Balance Sheet (Export) - Step 03.png|center|950x950px]]<br /> | + | #Under Balance Sheet Menu, Click the CSV button to Extract the report into CSV Excel File[[File:Pro Balance Sheet (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 Balance Sheet Report Tab(Monthly, Quarterly, Yearly)[[File:Pro Balance Sheet (Export) - Step 03.1.png|center|600x600px]]<br /> | + | #*The user has an option to filter the record by changing the year, Filtering the date range or click Balance Sheet Report Tab(Monthly, Quarterly, Yearly)[[File:Pro Balance Sheet (Export) - Step 03.1.png|center|600x600px]]<br /> |
| + | |||
| + | <br /> | ||
| + | {| 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;" | ||
| + | |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories: | ||
| + | ! colspan="2" |'''Reports''' | ||
| + | |- | ||
| + | |Financial Statements | ||
| + | |[[Pro Balance Sheet|Balance Sheet]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Income Statement|Income Statement]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Trial Balance|Trial Balance]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Ledger|General Ledger]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Journal|General Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Statement of Account|Statement of Account]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Receivable Aging|Accounts Receivable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Payable Aging|Accounts Payable Aging]] | ||
| + | |- | ||
| + | ! colspan="2" |'''Reports Job Aid Aids''' | ||
| + | |- | ||
| + | |Financial Statements | ||
| + | |[[Pro Balance Sheet Job Aids|Balance Sheet Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Income Statement Job Aids|Income Statement Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Trial Balance Job Aids|Trial Balance Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Ledger Job Aids|General Ledger Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Journal Job Aids|General Journal Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Statement of Account Job Aids|Statement of Account Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Receivable Aging Job Aids|Accounts Receivable Aging Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Payable Aging Job Aids|Accounts Payable Aging Job Aids]] | ||
| + | |- | ||
| + | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules''' | ||
| + | |- 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 | ||
| + | |[[Pro Purchase|Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order|Purchase Order]]<nowiki> | </nowiki>[[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;" | ||
| + | | style="" |Maintenance | ||
| + | | style="" |[[Pro Bank|Bank]]<nowiki> | </nowiki>[[Pro Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Tax|Tax]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
| + | |- 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 | ||
| + | |[[Oojeema Pro Expense Job Aids|Expense Job Aids]] | ||
| + | |- 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 Tax Job Aids|Tax Job Aids]] | ||
| + | |} | ||
Revision as of 15:08, 6 August 2021
Balance Sheet | Chart of Account | Tax | Pro Balance Sheet Job Aids
Balance Sheet Job Aids
Exporting Balance Sheet
- Under Main Menu, Click Reports
- Under Reports Menu, Go to Financial statements then click Balance Sheet
- The user can also click the Search bar then look for Balance Sheet
- The user can also click the Search bar then look for Balance Sheet
- Under Balance Sheet Menu, 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 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 Balance Sheet Report Tab(Monthly, Quarterly, Yearly)
_-_Step_01.png)
%20-%20Step%2002.png)
_-_Step_02.1.png)
_-_Step_03.png)
_-_Step_03.1.png)
| Reports | |
|---|---|
| Financial Statements | Balance Sheet | Income Statement | Trial Balance | General Ledger | General Journal | Statement of Account | Accounts Receivable Aging | Accounts Payable Aging |
| Reports Job Aid Aids | |
| Financial Statements | Balance Sheet Job Aids | Income Statement Job Aids | Trial Balance Job Aids | General Ledger Job Aids | General Journal Job Aids | Statement of Account Job Aids | Accounts Receivable Aging Job Aids | Accounts Payable Aging Job Aids |
| Modules | |
| Sales | Sales | Sales and Service Invoice | Receive Payments |
| Purchase | Purchase | Purchase Order | Issue Payment |
| Expense | Expense | Expense Transaction | Issue Payment Expense |
| Maintenance | Bank | Chart of Account | Tax |
| Job Aid Modules | |
| Sales Aids | Sales Job Aids |
| Purchase Aids | Purchase Job Aids |
| Expense | Expense Job Aids |
| Maintenance Aids | Bank Job Aids | Chart of Accounts Job Aids | Tax Job Aids |