Difference between revisions of "Deposit Receipt Report"

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'''With this program you can do any of the following 4 items:'''
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'''With this program the user can do any of the following 4 items:'''
 
:Print the monthly deposit report using the first day and last day of the month.
 
:Print the monthly deposit report using the first day and last day of the month.
 
:Look up a specific deposit based on the receipt number.
 
:Look up a specific deposit based on the receipt number.
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'''Instructions for printing the Deposit Receipt Report'''
 
'''Instructions for printing the Deposit Receipt Report'''
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#Select '''Funds/Lists/Deposit Register Report''' from the left side of the screen.
+
#Select '''Funds > Lists > Deposit Register Report''' from the left side of the screen.
 
#On the setup box select the date range (From Date/To Date) needed for the report.
 
#On the setup box select the date range (From Date/To Date) needed for the report.
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#Leave the Receipt Number and Account fields blank.
+
#Leave the Receipt Number, Vendor and Account fields blank.
 +
#Select whether to print either the Vendor Name or the Vendor Ref Num.
 
#Click '''OK''' to move to the next screen.
 
#Click '''OK''' to move to the next screen.
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#To '''Print''' this report, click the '''Print''' button at the bottom of the screen.
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#Click the '''Print''' button at the bottom of the screen.
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#'''To get the print icon''' on the preview window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.  
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#Click the printer icon at the top right. Another print servlet will appear.
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#Click the print icon at the right end of this rectangle. Another print preview will appear.
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#Click the print button at the top left to print the report. Close the original print servlet window.
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#Click the print button at the top left to print the report. Close the print preview.
 
  
  
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#On the setup box select the date range (From Date/To Date) needed for the report.
 
#On the setup box select the date range (From Date/To Date) needed for the report.
 
#Click in the Receipt Number field and enter the number.
 
#Click in the Receipt Number field and enter the number.
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#Leave the Account field blank.
+
#Leave the Vendor and Account fields blank.
 +
#Select whether to print either the Vendor Name or the Vendor Ref Num.
 
#Click '''OK''' to move to the next screen.
 
#Click '''OK''' to move to the next screen.
−
#To print this information click the '''Print''' button at the bottom of the screen.
+
#Click the '''Print''' button at the bottom of the screen.
−
#'''To get the print icon''' on the preview window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.  
+
#Click the printer icon at the top right. Another print servlet will appear.
−
#Click the print icon at the right end of this rectangle. Another print preview will appear.
+
#Click the print button at the top left to print the report. Close the original print servlet window.
−
#Click the print button at the top left to print the report. Close the print preview.
 
 
#To reprint the receipt, click the check box to the left of the pay date and click the '''Print Selected''' button.
 
#To reprint the receipt, click the check box to the left of the pay date and click the '''Print Selected''' button.
 +
 +
 +
'''Instructions for printing the Vendor'''
 +
#Select '''Funds/Lists/Deposit Register Report''' from the left side of the screen.
 +
#On the setup box select the date range (From Date/To Date) needed for the report.
 +
#Click in the Vendor field and select the vendor.
 +
#Leave the Receipt Number and Account fields blank.
 +
#Select whether to print either the Vendor Name or the Vendor Ref Num.
 +
#Click '''OK''' to move to the next screen.
 +
#Click the '''Print''' button at the bottom of the screen.
 +
#Click the printer icon at the top right. Another print servlet will appear.
 +
#Click the print button at the top left to print the report. Close the original print servlet window.
 
   
 
   
  
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#On the setup box select the date range (From Date/To Date) needed for the report.
 
#On the setup box select the date range (From Date/To Date) needed for the report.
 
#Click in the Receipt Number field and enter the number.
 
#Click in the Receipt Number field and enter the number.
−
#Leave the Account field blank.
+
#Leave the Vendor and Account fields blank.
 +
#Select whether to print either the Vendor Name or the Vendor Ref Num.
 
#Click '''OK''' to move to the next screen.
 
#Click '''OK''' to move to the next screen.
−
#To print this information click the '''Print''' button at the bottom of the screen.
+
#Click the '''Print''' button at the bottom of the screen.
−
#'''To get the print icon''' on the preview window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.  
+
#Click the printer icon at the top right. Another print servlet will appear.
−
#Click the print icon at the right end of this rectangle. Another print preview will appear.
+
#Click the print button at the top left to print the report. Close the original print servlet window.
−
#Click the print button at the top left to print the report. Close the print preview.
 
 
#To reprint the receipt, click the check box to the left of the pay date and click the '''Print Selected''' button.
 
#To reprint the receipt, click the check box to the left of the pay date and click the '''Print Selected''' button.
 
   
 
   
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#Select '''Funds/Lists/Deposit Register Report''' from the left side of the screen.
 
#Select '''Funds/Lists/Deposit Register Report''' from the left side of the screen.
 
#On the setup box select the date range (From Date/To Date) needed for the report.
 
#On the setup box select the date range (From Date/To Date) needed for the report.
−
#Leave the Receipt Number and Account fields blank; or, you may enter either a Receipt number of an Account number.
+
#Leave the Receipt Number, Vendor, and Account fields blank; or, you may enter either a Receipt number, a Vendor, or an Account number.
 +
#Select whether to print either the Vendor Name or the Vendor Ref Num.
 
#Click '''OK''' to move to the next screen.
 
#Click '''OK''' to move to the next screen.
 
#Select the check box to the left of the receipt that needs to be reprinted. If there are two or more entries with the same receipt number, selecting any one of these records and all of them will be automatically selected.
 
#Select the check box to the left of the receipt that needs to be reprinted. If there are two or more entries with the same receipt number, selecting any one of these records and all of them will be automatically selected.
 
#Click the '''Print Selected''' button at the bottom of the screen.
 
#Click the '''Print Selected''' button at the bottom of the screen.
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#A print preview of the selected receipts will appear on the screen.
+
#Click the printer icon at the top right. Another print servlet will appear.
−
#'''To get the print icon''' on this window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.
+
#Click the print button at the top left to print the report. Close the original print servlet window.
−
#Click the print icon at the right end of this rectangle. Another print preview will appear.
+
 
−
#Click the print button at the top left to print the report. Close the print preview.
+
 
 +
----
 +
[[Funds|'''Funds''' Main Page]]
 +
 
 +
----
 +
[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 10:42, 20 July 2023

With this program the user can do any of the following 4 items:

Print the monthly deposit report using the first day and last day of the month.
Look up a specific deposit based on the receipt number.
Look up a specific deposit based on an account number.
Reprint a receipt.


Instructions for printing the Deposit Receipt Report

  1. Select Funds > Lists > Deposit Register Report from the left side of the screen.
  2. On the setup box select the date range (From Date/To Date) needed for the report.
  3. Leave the Receipt Number, Vendor and Account fields blank.
  4. Select whether to print either the Vendor Name or the Vendor Ref Num.
  5. Click OK to move to the next screen.
  6. Click the Print button at the bottom of the screen.
  7. Click the printer icon at the top right. Another print servlet will appear.
  8. Click the print button at the top left to print the report. Close the original print servlet window.


Instructions for looking up/printing a deposit based on the Receipt number

  1. Select Funds/Lists/Deposit Register Report from the left side of the screen.
  2. On the setup box select the date range (From Date/To Date) needed for the report.
  3. Click in the Receipt Number field and enter the number.
  4. Leave the Vendor and Account fields blank.
  5. Select whether to print either the Vendor Name or the Vendor Ref Num.
  6. Click OK to move to the next screen.
  7. Click the Print button at the bottom of the screen.
  8. Click the printer icon at the top right. Another print servlet will appear.
  9. Click the print button at the top left to print the report. Close the original print servlet window.
  10. To reprint the receipt, click the check box to the left of the pay date and click the Print Selected button.


Instructions for printing the Vendor

  1. Select Funds/Lists/Deposit Register Report from the left side of the screen.
  2. On the setup box select the date range (From Date/To Date) needed for the report.
  3. Click in the Vendor field and select the vendor.
  4. Leave the Receipt Number and Account fields blank.
  5. Select whether to print either the Vendor Name or the Vendor Ref Num.
  6. Click OK to move to the next screen.
  7. Click the Print button at the bottom of the screen.
  8. Click the printer icon at the top right. Another print servlet will appear.
  9. Click the print button at the top left to print the report. Close the original print servlet window.


Instructions for looking up/printing a deposit based on an Account number

  1. Select Funds/Lists/Deposit Register Report from the left side of the screen.
  2. On the setup box select the date range (From Date/To Date) needed for the report.
  3. Click in the Receipt Number field and enter the number.
  4. Leave the Vendor and Account fields blank.
  5. Select whether to print either the Vendor Name or the Vendor Ref Num.
  6. Click OK to move to the next screen.
  7. Click the Print button at the bottom of the screen.
  8. Click the printer icon at the top right. Another print servlet will appear.
  9. Click the print button at the top left to print the report. Close the original print servlet window.
  10. To reprint the receipt, click the check box to the left of the pay date and click the Print Selected button.


Instructions for Reprinting a Receipt

  1. Select Funds/Lists/Deposit Register Report from the left side of the screen.
  2. On the setup box select the date range (From Date/To Date) needed for the report.
  3. Leave the Receipt Number, Vendor, and Account fields blank; or, you may enter either a Receipt number, a Vendor, or an Account number.
  4. Select whether to print either the Vendor Name or the Vendor Ref Num.
  5. Click OK to move to the next screen.
  6. Select the check box to the left of the receipt that needs to be reprinted. If there are two or more entries with the same receipt number, selecting any one of these records and all of them will be automatically selected.
  7. Click the Print Selected button at the bottom of the screen.
  8. Click the printer icon at the top right. Another print servlet will appear.
  9. Click the print button at the top left to print the report. Close the original print servlet window.


Funds Main Page

JCampus Main Page

Retrieved from EDgear Wiki