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Oojeema Pro Journal Job Aids

Revision as of 15:30, 21 June 2021 by Gelo (talk | contribs)

Journal Job Aids

Managing Journal Voucher
Creating Purchase Transaction
  1. Under Main Menu, Click Journal
    Pro Journal Module (Create) - Step 01.png

  2. Under Journal Menu, Click Create New Journal Voucher
    Pro Journal Module (Create) - Step 02.png

  3. Fill up the necessary fields on the Header Part
    Pro Journal Module (Create) - Step 03.png

  4. Fill up the Account Field
    Pro Journal Module (Create) - Step 04.png

  5. Click Save
    Pro Journal Module (Create) - Step 05.png

    • User has an option on how the Journal Voucher will be save. Below are the following options on saving a Journal Voucher
      Pro Expense Module (Saving Voucher) - Step 01.png
      • Save - the system will save the Journal Voucher and will redirect the user to Journal Voucher Menu
      • Save and New - the system will save the Journal Voucher and will redirect the user to Journal Voucher Menu
      • Save and Preview - the system will save the Journal Voucher and will redirect the user on viewing the Journal Voucher.
Viewing Journal Voucher Voucher
  1. Under Main Menu, Click Journal
    Pro Journal Module (Create) - Step 01.png
  2. Under Journal Voucher Menu, Select a Journal Voucher that needs to view its Details, click the drop-down button then choose View
    Pro Journal Voucher (View) - Step 02.png

  3. Under view Journal Voucher, the user has an option to Edit, or Exit the Transaction
    Pro Journal Module (View) - Step 03.png

Editing Expense Transaction
  1. Under Main Menu, Click Journal
    Pro Journal Module (Create) - Step 01.png
  2. Under Journal Voucher Menu, Select a Journal Voucher that needs to update its Details, click the drop-down button then choose Edit
    Pro Journal Module (Edit) - Step 2.png

  3. Update the necessary fields
    Pro Journal Module (Edit) - Step 03.png

  4. Click Save
    • User has an option on how the Invoice will be save. Below are the following options on saving an Journal Voucher
      Pro Expense Module (Saving Voucher) - Step 01.png
      • Save - the system will save the Journal Voucher and will redirect the user to Journal Voucher Menu
      • Save and New - the system will save the Journal Voucher and will redirect the user to Journal Voucher Menu
      • Save and Preview - the system will save the Journal Voucher and will redirect the user on viewing the Journal Voucher.
Printing Expense Transaction
  1. Under Main Menu, Click Journal
    Pro Journal Module (Create) - Step 01.png
  2. Under Expense Menu, Select a Journal Voucher that needs to print its Details, click the drop-down button then choose Print
    Pro Journal Module (Print) - Step 02.png

Cancelling Expense Transaction
  1. Under Main Menu, Click Journal
    Pro Journal Module (Create) - Step 01.png
  2. Under Expense Menu, Select a Journal Voucher that needs to cancel, click the drop-down button then choose Cancel
    Pro Journal Voucher (Cancel) - Step02.png

  3. Click Yes to proceed in cancelling the Journal Voucher
Pro Sales Invoice (Cancel) - Step 03.png


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