petty cash management - module navigation

Petty Cash Management Module Navigation

This presentation will show you how to navigate in the Petty Cash Management module including:

◦ How to toggle between the Petty Cash Management Home and Transactions View.

◦ How to toggle between Transactions View and Reconciliation View.

◦ How to toggle between Transactions Details View and Form View.

◦ How to Search for transactions.

◦ How to launch the Help library.

Introduction

Toggle Between Petty Cash Home and Transactions

Step 1: Launch the System

Step 2: Navigate to the Petty Cash Module (Home)*

* If the module doesn’t open by default.

Step 3: Click a Go To Link

The Go To Transaction Logs Link Was Clicked

Step 4: Click the Home Button to Return to Home*

The Home Button

* From either Transaction Logs or Reconciliations.

Home is Opened Again

Toggle Between Transactions Details View and Form View

Step 1: Click the Go To Transaction Logs Link on the Home Page

Step 2: In Details View Click the Form View Button

The Form View Button

Step 3: The Form View Opens; Click the Details View Button

The Details View Button

The Details View is Opened Again

Toggle Between Transactions View and

Reconciliation View

The Reconciliations View Button

Step 1: On Transactions View Click the Reconciliations View Button

The Reconciliations View Opens

The Transactions View Button

Step 2: On Reconciliations View Click the Transactions View Button

The Transactions View Opens

Search for Transactions

Step 1: Enter a Search Keyword

Step 2: Press the Enter or Tab Key on Your Keyboard to Display the Results

Step 3: Double Click on a Transaction to Open it in Transactions View

The Transaction Will Open in Transactions View

The Search Keyword

Click the Clear Search Button to Clear the Search Box*

The Clear Search Button

* The Search Results will be cleared as well if they are open.

The Search Box is Cleared

Launch the Help Library

Step 1: Click the Help Button

The Help Button

The Help Library is Launched; Select the Guide That You Wish to View

List of Guides

Petty Cash Management Guides

Introductions ◦ Introduction to Petty Cash

◦ Introduction to the Petty Cash Management Module

Deep Dives ◦ Module Navigation

◦ How to Record Transactions

◦ How to Manage Logs and Transactions

◦ How to Perform a Reconciliation

◦ The Guide to Viewing and Understanding Reports

Library Home

Summary

This presentation showed you how to navigate in the Petty Cash Management module including:

◦ How to toggle between the Petty Cash Management Home and Transactions View.

◦ How to toggle between Transactions View and Reconciliation View.

◦ How to toggle between Transactions Details View and Form View.

◦ How to Search for transactions.

◦ How to launch the Help library.

David Olson

E-Mail: David.Olson@DavidRobertsOlson.com

Phone: +66 86 924-8482

Skype: DavidRobertsOlson

All original content copyright © 2013 by David Roberts Olson. All rights reserved.

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