Petty Cash Management - Module Navigation
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Transcript of Petty Cash Management - Module Navigation
![Page 1: Petty Cash Management - Module Navigation](https://reader033.fdocuments.us/reader033/viewer/2022052411/557a31b5d8b42a32248b45b7/html5/thumbnails/1.jpg)
Petty Cash Management Module Navigation
![Page 2: Petty Cash Management - Module Navigation](https://reader033.fdocuments.us/reader033/viewer/2022052411/557a31b5d8b42a32248b45b7/html5/thumbnails/2.jpg)
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
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Toggle Between Petty Cash Home and Transactions
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Step 1: Launch the System
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Step 2: Navigate to the Petty Cash Module (Home)*
* If the module doesn’t open by default.
![Page 6: Petty Cash Management - Module Navigation](https://reader033.fdocuments.us/reader033/viewer/2022052411/557a31b5d8b42a32248b45b7/html5/thumbnails/6.jpg)
Step 3: Click a Go To Link
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The Go To Transaction Logs Link Was Clicked
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Step 4: Click the Home Button to Return to Home*
The Home Button
* From either Transaction Logs or Reconciliations.
![Page 9: Petty Cash Management - Module Navigation](https://reader033.fdocuments.us/reader033/viewer/2022052411/557a31b5d8b42a32248b45b7/html5/thumbnails/9.jpg)
Home is Opened Again
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Toggle Between Transactions Details View and Form View
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Step 1: Click the Go To Transaction Logs Link on the Home Page
![Page 12: Petty Cash Management - Module Navigation](https://reader033.fdocuments.us/reader033/viewer/2022052411/557a31b5d8b42a32248b45b7/html5/thumbnails/12.jpg)
Step 2: In Details View Click the Form View Button
The Form View Button
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Step 3: The Form View Opens; Click the Details View Button
The Details View Button
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The Details View is Opened Again
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Toggle Between Transactions View and
Reconciliation View
![Page 16: Petty Cash Management - Module Navigation](https://reader033.fdocuments.us/reader033/viewer/2022052411/557a31b5d8b42a32248b45b7/html5/thumbnails/16.jpg)
The Reconciliations View Button
Step 1: On Transactions View Click the Reconciliations View Button
![Page 17: Petty Cash Management - Module Navigation](https://reader033.fdocuments.us/reader033/viewer/2022052411/557a31b5d8b42a32248b45b7/html5/thumbnails/17.jpg)
The Reconciliations View Opens
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The Transactions View Button
Step 2: On Reconciliations View Click the Transactions View Button
![Page 19: Petty Cash Management - Module Navigation](https://reader033.fdocuments.us/reader033/viewer/2022052411/557a31b5d8b42a32248b45b7/html5/thumbnails/19.jpg)
The Transactions View Opens
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Search for Transactions
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Step 1: Enter a Search Keyword
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Step 2: Press the Enter or Tab Key on Your Keyboard to Display the Results
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Step 3: Double Click on a Transaction to Open it in Transactions View
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The Transaction Will Open in Transactions View
The Search Keyword
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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.
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The Search Box is Cleared
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Launch the Help Library
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Step 1: Click the Help Button
The Help Button
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The Help Library is Launched; Select the Guide That You Wish to View
List of Guides
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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
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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.
![Page 32: Petty Cash Management - Module Navigation](https://reader033.fdocuments.us/reader033/viewer/2022052411/557a31b5d8b42a32248b45b7/html5/thumbnails/32.jpg)
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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