Journals Widgets

Article sections

    Details

    This section contains the detailed data summary of the voucher, journal created and adjustments in amount transfers in the accounts.

    Voucher And Journal details

    Series Displays the series name of the journal
    Voucher no The voucher number of the payment is displayed here. A voucher is a piece of paper that is a record of money paid or one that can be used to pay for particular goods or services.
    Ref No The reference number of the journal is displayed
    Ref Date The reference date for the journal is displayed here
    Total amount The total payment amount of the Journal is displayed

    Adjusted entries and Allocation Details

    Adjusted entries

    This section contains the details about the accounts in which adjustments (Credit or Debit)are made and the adjustment amount is displayed.

    Account Name Displays the names of the accounts in which the amount is adjusted (Credited or debited)
    Contact Name The name of the contact person is displayed
    Debit The amount debited (if adjusted) in the accounts is displayed
    Credit The amount credited (if adjusted) in the accounts is displayed
    Total The total amount adjusted (credited or debited) in the accounts is displayed here

    Allocation Details

    This section contains the details about the accounts in which the amount is transferred to or adjusted to.

    Contact name The name of the contact person is displayed
    Reference No The reference number of the adjusted account is displayed
    Debit The amount debited (if adjusted) in the account is displayed
    Credit The amount credited (if adjusted) to the accounts is displayed

    Voucher items

    A voucher is a document that either allows you to purchase something or proves that you paid for something.

    This section contains the details about items that have a voucher.

    By clicking on the account name it will navigate the user to Vouchers module

    Voucher items

    Item name Displays the name of the item
    SKU The Stock Keeping Unit (SKU) of the item is displayed. SKU which stands for Stock Keeping Unit, is a unique identifier for each of the products that makes it easier to track inventory.
    Unit price The price amount associated for a single unit is displayed
    Quantity The total quantity of items of the order is displayed
    Discount The discount amount applied to the order items is displayed
    Tax The total tax amount added to the order items is displayed
    Total Displays the total amount of the order items
    Narration Comments or short notes about the journal is displayed

    Journal number

    This section contains the details about Journal and allows user to edit changes to the Journal number

    Journal no The journal number of the order is displayed here
    Edit journal number : User can edit or make changes to the journal number by clicking on the EDIT option and enter the details required
    Journal no User can enter or change the new Journal number for the order

    ACTIVITY

    Activity
    Comments User can write short notes or comments about the Journal
    Audit
    Created Date The date when the Journal is created
    Created By The name of the person who created the Journal
    Last Updated Date The last stage changed of the order
    Last Updated By The name of the person who last updated the stage
    Status This section displays the current status of the Journal
    Time-Line This widget tracks all the activities within the app.

     

    in Journals
    Table of Contents