SmartPro
Financial System

User Guide for the Accounting Entry Request

2 min read#129

User guide for the Accounting Entry Request screen in Smart Pro ERP Financial system:

  1. Login: Log in to Smart Pro ERP Financial system using your credentials.
  1. Navigate to the Accounting Entry Request screen: Once logged in, go to the journal entries menu and look for the "Accounting Entry Request" or "Create Accounting Entry" screen.
  1. Create a new entry: - "New" button: Click the "New" button to create a new journal entry. - Add from previous entry: You can use this option if you want to add financial accounts from a previous journal entry. - Branch field: Select the branch linked to the entry.
  1. Enter entry details: - Entry Type: Select the appropriate entry type from the available options. - Entry Number: Enter the journal entry number. - Entry Date: Select the entry date. - Total Amount: Enter the total amount linked to the entry. - Description: Enter a description or statement for the entry.
  1. Additional actions: - Save: Click the "Save" button to save the journal entry. - Delete: You can delete the journal entry using this option. - Print: You can print the journal entry. - Restore: You can restore the journal entry from the archive if it was previously deleted. - Export to Excel: You can export journal entry data to an Excel file. - More options: You can access additional options such as search, navigation, sorting, and display formatting.
  1. After saving, you can view current records or search for a specific entry using the search options available on the screen.
  • Use the following buttons to navigate and search within the Accounting Entry Request screen:
  • > : Move to the next record.
  • <: Return to the previous record.
  • >]: Move to the last saved transaction.
  • [<: Move to the first saved transaction.
  • 🔍: Search using the transaction number you want to review or view

Journal Entries Table allows you to select accounts, view them, and edit them

  1. Accounting Entry Request Table: Displays the journal entry information in a table that includes the following fields: financial account number, financial account name, amount.

Using these steps and the buttons mentioned, you can manage accounting entry requests in Smart Pro ERP Financial system efficiently and easily.

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