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This is a step-by-step guide for how to navigate in the Petty Cash Module in the Cash Management System.
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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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