petty cash management - module navigation
DESCRIPTION
This is a step-by-step guide for how to navigate in the Petty Cash Module in the Cash Management System.TRANSCRIPT
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: [email protected]
Phone: +66 86 924-8482
Skype: DavidRobertsOlson
All original content copyright © 2013 by David Roberts Olson. All rights reserved.
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