accounting module

How to Work on How to Work on Accounting ModuleAccounting Module

Main Interface

1. Export to Excel2. Print Preview3. Sorting4. Filter contains5. Filter Clear6. To save the preference on this

grid7. To set the layout back to factory.8. Open Consumer Notes

The encircled radio buttons willfilter data on the basis of“Regular Hours”, “Overtime”and “Show Deleted”.

How to Filter Data

When radio button “ShowDeleted” is checked. TheTimeCard will show all therecords with the status“Deleted”.

How to Filter Deleted Records

When “posted” is not checked thesheet will show a column “status”.This will show that whether a“Timecard” is already posted ornot.

How to Check Status of Timecard

When “posted” is checked, the sheet willshow “Post” column. This radio buttonacts like a filter and will show all the“TimeCards” that have not been postedyet.

How to Check Status of Timecard

The encircled icon willshow the “Error Codes”which may occur due to theconditions stated in thenote directed by the arrow.

How to View Error Codes

Data can be filtered out by acertain period. Check the “ByPeriod” radio button and enterthe time slot in the text boxesas directed by the two arrows.

How to Filter Records By Period

Check the “Entered” radiobutton to select system definedvalues. User can also select newvalues in text boxes directed bythe arrow.

NOTE: If “Entered” radiobutton is checked, thenthe user can not entervalues “By Period”.

How to Filter Records By Specified Values

Enter the TimeSheet ID in thetextboxes “From” and “To”to filter data according to acertainTimeSheet.

How to Filter Records By TimeSheet

Search data according to the“Staff” name. Enter the name ofan employee where the userwants to start the search in“From” text box. And enter thename of an employee wherethe user wants to end thesearch in the “To” text box.

How to Filter Records By Staff

Click the “Search” button tostart the search and click the“Clear” button to reset thevalues in the text boxes.

How to Reset Values

1. This button exits the control from theAccounting module.

2. This button will show the consumer/patientinfo in the accounting module.

3. This button will post the information.4. This button will delete the information.

More Functions

More Functions

1. All the records that have beenentered will be shown.

2. Records searching will switchfrom “entered” to “Ready”.

3. Select a record to check.4. To undo step 3.

More Functions

1. To select all the records2. To undo step 2.3. To view log of timecard.4. To minimize Log.