Discussion

Difference between revisions of "Pro Statement of Account Job Aids"

 
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{{DISPLAYTITLE:Statement of Account Job Aids}}
 
{{DISPLAYTITLE:Statement of Account Job Aids}}
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<div style="text-align: center;">
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[[Pro Statement of Account|Statement of Account]] | [[Pro Sales|Sales]] | [[Pro Statement of Account Job Aids|Statement of Account Job Aids]]
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</div>
 
==<span class="mw-headline" id="General_Ledger_Job_Aids" style="box-sizing: inherit;">Statement of Account Job Aids</span>==
 
==<span class="mw-headline" id="General_Ledger_Job_Aids" style="box-sizing: inherit;">Statement of Account Job Aids</span>==
  
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#*The user can also click the Search bar then look for <span style="box-sizing: inherit;">Statement of Account</span>[[File:Pro Statement of Accounts (Export) - Step 02.1.png|center|318x318px]]<br />
 
#*The user can also click the Search bar then look for <span style="box-sizing: inherit;">Statement of Account</span>[[File:Pro Statement of Accounts (Export) - Step 02.1.png|center|318x318px]]<br />
 
#Click the PDF button to Extract the report into PDF File[[File:Pro Statement of Accounts (Export) - Step 03.png|center|950x950px]]<br />
 
#Click the PDF button to Extract the report into PDF File[[File:Pro Statement of Accounts (Export) - Step 03.png|center|950x950px]]<br />
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#*The user has an option to filter the record by Date range and Customer[[File:Pro Statement of Accounts (Export) - Step 03.1.png|center|600x600px]]<br />
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#*The user has an option to filter the record by Date range and [[Pro Customer|Customer]][[File:Pro Statement of Accounts (Export) - Step 03.1.png|center|600x600px]]<br />
  
 
======<span class="mw-headline" id="Viewing_Detailed_General_Ledger_Entries" style="box-sizing: inherit;"><span class="mw-headline" id="Viewing_Detailed_Trial_Balance_Entries" style="box-sizing: inherit;"><span class="mw-headline" id="Viewing_Detailed_Income_Statement" style="box-sizing: inherit;">Viewing Detailed Statement of Account Entries</span></span></span>======
 
======<span class="mw-headline" id="Viewing_Detailed_General_Ledger_Entries" style="box-sizing: inherit;"><span class="mw-headline" id="Viewing_Detailed_Trial_Balance_Entries" style="box-sizing: inherit;"><span class="mw-headline" id="Viewing_Detailed_Income_Statement" style="box-sizing: inherit;">Viewing Detailed Statement of Account Entries</span></span></span>======
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#Under Reports Menu, Go to Financial statements then click <span style="box-sizing: inherit;">'''Statement of Account'''</span><br />[[File:Pro Statement of Accounts (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.png|center|623x623px]]
 
#Under Reports Menu, Go to Financial statements then click <span style="box-sizing: inherit;">'''Statement of Account'''</span><br />[[File:Pro Statement of Accounts (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.png|center|623x623px]]
 
#*The user can also click the Search bar then look for <span style="box-sizing: inherit;">'''Statement of Account'''</span>[[File:Pro Statement of Accounts (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.1.png|center|318x318px]]
 
#*The user can also click the Search bar then look for <span style="box-sizing: inherit;">'''Statement of Account'''</span>[[File:Pro Statement of Accounts (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.1.png|center|318x318px]]
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#Clicking the Voucher will redirect the user to the transaction.[[File:Pro Statement of Accounts (View Voucher) - Step 03.png|center|1029x1029px]]<br />
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#Clicking the Voucher will redirect the user to the transaction.[[File:Pro Statement of Accounts (View Voucher) - Step 03.png|center|1029x1029px]]
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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;" |'''Reports'''
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|- style="box-sizing: inherit;"
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| style="" |Financial Statements
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| style="" |[[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]]
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|- style="box-sizing: inherit;"
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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Reports Job Aid Aids'''
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|- style="box-sizing: inherit;"
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| style="" |Financial Statements
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| style="" |[[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]]
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|- style="box-sizing: inherit;"
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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="" |Sales
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| style="" |[[Pro Sales|Sales]]<nowiki> | </nowiki>[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]]
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|-
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|Maintenance
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|[[Pro Customer|Customer]]
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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="" |Sales Aids
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| style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]]
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|-
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|Maintenance Aids
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|[[Oojeema Pro Customers Job Aids|Customers Job Aids]]
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|}
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<br />

Latest revision as of 12:57, 11 August 2021

Statement of Account Job Aids

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

  3. Click the PDF button to Extract the report into PDF File
    Pro Statement of Accounts (Export) - Step 03.png

    • The user has an option to filter the record by Date range and Customer
      Pro Statement of Accounts (Export) - Step 03.1.png

Viewing Detailed Statement of Account Entries
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Financial statements then click Statement of Account
    Pro Statement of Accounts (Export) - Step 02.png
    • The user can also click the Search bar then look for Statement of Account
      Pro Statement of Accounts (Export) - Step 02.1.png
  3. Clicking the Voucher will redirect the user to the transaction.
    Pro Statement of Accounts (View Voucher) - Step 03.png
Categories:
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
Maintenance Customer
Job Aid Modules
Sales Aids Sales Job Aids
Maintenance Aids Customers Job Aids


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