Transaction Inquiry Tools
These tools are accessible from Transaction Inquiry screens
- Custom Modify
- Generate Requisition
- Merge Invoices
- Batch Email
- Label Print Per Line QTY
- Create Star Track Dispatch .Din
- Reverse Manager
- Post Transactions
- Open Linked Transactions
- Create Adjustment Note
- Reverse PGJ
- Open Linked Invoices
- Show Standing Transactions
- Combine Invoices
- Reverse Transactions
- Allocate 0%
- Allocate 100%
- Create MP from Expensify CSV
Brief description of Transaction Inquiry Tools
Permits changes to selected posted records. Fields which can be modified are Date in, Date Due, External Reference and Memo. Available in Accounts, Inventory and Job Projects and mode.
Available in Job Projects mode.
This tool will merge un-posted invoices for the same Client or Vendor.
Allows emailing of a batch of transactions (i.e. orders) to a single vendor. Located in Inventory and Job Projects mode.
Label Print Per Line QTY
Prints the number of labels as specified by the quantity value of each transaction line. Available in Inventory and Job Projects mode.
Create Star Track Dispatch .Din
Creates a Star Track Dispatch file suitable for integration into the Start Track system. Available in Inventory mode.
This tool allows transactions created in a Manager Inquiry to be reversed. Located in Inventory and Job Projects modes.
This tool changes an un-posted transaction from the status of ‘Lock’ or ‘Work’ to ‘Unlock’ enabling modification or deletion. Available in Accounts, Inventory and Job Projects.
Provides a short cut to the posting function. Available in Inventory and Job Projects.
Open Linked Transactions
Displays all records with a link to a highlighted transaction.
Create Adjustment Note
Enables modification of the tax amount for a selected invoice and should be used as a last option. Located in Accounts, Inventory and Job Projects of SapphireOne ERP CRM and Accounting software.
Reverses a posted inwards goods transaction. Located in Inventory and Job Projects mode.
Open Linked Invoices
Finds invoices linked to the highlighted transaction. Available in Accounts and Utilities mode.
Show Standing Transactions
Display a subset that only includes standing transactions. Available in Accounts mode.
Combines multiple invoices into one transaction while still retaining the individual lines on the printed document and automatically generates and allocates the Credit Memo to the original Invoices. Located in Accounts mode of SapphireOne ERP CRM and Accounting Software.
Allows the full reversal of a transaction and modifies the allocation details to reflect the change.
Create MP from Expensify CSV
Uses an iPhone Expensify csv file to generate a cash payment transaction in Accounts mode