BIMA SAKTI: Penggunaan Coretax pada Bendahara Satuan Kerja Kementerian/Lembaga

Introduction

This tutorial provides a detailed guide on using Coretax for the treasurer of the work unit within the Ministry/Agency of Indonesia. It aims to help users understand the functionalities of Coretax and how to effectively utilize it for financial management and reporting.

Step 1: Accessing Coretax

• Visit the Coretax application portal.
• Enter your credentials (username and password).
• If you are a new user, consult your IT department to obtain access.

Step 2: Navigating the Dashboard

• Familiarize yourself with the dashboard layout.
• Key sections include:
  • Menu Bar: Access different modules like Transactions, Reports, and Settings.
  • Notifications: Review alerts for pending tasks or updates.
• Use the search function to quickly locate specific features.

Step 3: Entering Financial Transactions

• Go to the Transactions module.
• Select "Add New Transaction."
• Fill in the required fields:
  • Date of transaction
  • Amount
  • Description
  • Category (e.g., income, expenditure)
• Click "Save" to record the transaction.
• Tip: Double-check entries to avoid errors which can complicate reporting.

Step 4: Generating Reports

• Navigate to the Reports section.
• Choose the type of report you need (e.g., financial summary, expenditure report).
• Set the date range for the report.
• Click “Generate Report” to view or download.
• Common pitfalls: Ensure that all transactions are entered before generating reports to guarantee accuracy.

Step 5: Managing User Permissions

• Access the Settings menu.
• Go to the "User Management" section.
• Add or modify user roles to control access levels.
• Tip: Regularly review user permissions to maintain security and operational efficiency.

Step 6: Regular Backups

• Schedule regular backups of your data.
• Use the backup feature in Coretax to export data.
• Store backups securely to prevent data loss.
• Reminder: Perform backups before major updates or changes.

Conclusion

Using Coretax effectively can greatly enhance the financial management processes within your unit. By following these steps, users can ensure accurate transaction entries, generate reliable reports, and maintain data security. As you become more familiar with Coretax, consider exploring additional features and functionalities to further streamline your financial operations. For ongoing learning, keep an eye on updates and training sessions related to Coretax functionalities.