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:'''
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:Print a report for a specific date range.
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: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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:Look up a specific deposit based on the account number.
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:Look up a specific deposit based on an account number.
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:Reprint a receipt.'''
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:Reprint a receipt.
  
  
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'''Instructions for printing the Deposit Receipt Report'''
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#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.
 +
#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 the '''Print''' button at the bottom of the screen.
 +
#Click the printer icon at the top right. Another print servlet will appear.
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#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'''
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#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 Receipt Number field and enter the number.
 +
#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 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.
 +
#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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 +
'''Instructions for printing the Vendor'''
 
#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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#If you are looking for a specific Receipt, enter the number in the Receipt No. field. It is recommended that you use a long date range when looking up a specific Receipt.
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#Click in the Vendor field and select the vendor.
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#Enter an Account if you need to look up receipts written from a specific Account.
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#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 '''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.
 +
  
 +
'''Instructions for looking up/printing a deposit based on an Account number'''
 +
#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 Receipt Number field and enter the number.
 +
#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 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.
 +
#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'''
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#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.
 +
#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.
 +
#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 printer icon at the top right. Another print servlet 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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'''To Print this Report'''
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#Click the '''Print''' button at the bottom of the screen.
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----
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#A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
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[[Funds|'''Funds''' Main Page]]
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#The default print option will be '''PDF'''.
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#Click the print button on this popup and a print preview window will appear.
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----
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#'''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.
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[[WebPams|'''JCampus''' Main Page]]
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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 print preview.
 

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