Petty Cash Management - Module Navigation

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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

  1. 1. Petty Cash Management Module Navigation
  2. 2. Introduction 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.
  3. 3. Toggle BetweenPetty Cash Home and Transactions
  4. 4. Step 1: Launch the System
  5. 5. Step 2: Navigate to the Petty Cash Module (Home)* * If the module doesn’t open by default.
  6. 6. Step 3: Click a Go To Link
  7. 7. The Go To Transaction Logs Link Was Clicked
  8. 8. Step 4: Click the Home Button to Return to Home* The Home Button * From either Transaction Logs or Reconciliations.
  9. 9. Home is Opened Again
  10. 10. Toggle Between Transactions Details View and Form View
  11. 11. Step 1: Click the Go To Transaction Logs Link on the Home Page
  12. 12. Step 2: In Details View Click the Form View Button The Form View Button
  13. 13. Step 3: The Form View Opens; Click the Details View Button The Details View Button
  14. 14. The Details View is Opened Again
  15. 15. Toggle BetweenTransactions View and Reconciliation View
  16. 16. Step 1: On Transactions View Click the Reconciliations View Button The Reconciliations View Button
  17. 17. The Reconciliations View Opens
  18. 18. Step 2: On Reconciliations View Click the Transactions View Button The Transactions View Button
  19. 19. The Transactions View Opens
  20. 20. Search for Transactions
  21. 21. Step 1: Enter a Search Keyword
  22. 22. Step 2: Press the Enter or Tab Key on Your Keyboard to Display the Results
  23. 23. Step 3: Double Click on a Transaction to Open it in Transactions View
  24. 24. The Transaction Will Open in Transactions View The Search Keyword
  25. 25. 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.
  26. 26. The Search Box is Cleared
  27. 27. Launch the Help Library
  28. 28. Step 1: Click the Help Button The Help Button
  29. 29. The Help Library is Launched; Select the Guide That You Wish to View List of Guides
  30. 30. 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
  31. 31. 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.
  32. 32. Contact Information 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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