Transaction Inquiry Tools

These tools are accessible from Transaction Inquiry screens

Transaction Inquiry Tools

Inquiry Tools

Brief description of Transaction Inquiry Tools

Custom Modify

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.

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Generate Requisition

Available in Job Projects mode.

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Merge Invoices

This tool will merge un-posted invoices for the same Client or Vendor.

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Batch Email

Allows emailing of a batch of transactions (i.e. orders) to a single vendor. Located in Inventory and Job Projects mode.

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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.

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Create Star Track Dispatch .Din

Creates a Star Track Dispatch file suitable for integration into the Start Track system. Available in Inventory mode.

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Reverse Manager

This tool allows transactions created in a Manager Inquiry to be reversed. Located in Inventory and Job Projects modes.

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Unlock

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.

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Post Transactions

Provides a short cut to the posting function. Available in Inventory and Job Projects.

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Open Linked Transactions

Displays all records with a link to a highlighted transaction.

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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.

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Reverse PGJ

Reverses a posted inwards goods transaction. Located in Inventory and Job Projects mode.

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Open Linked Invoices

Finds invoices linked to the highlighted transaction. Available in Accounts and Utilities mode.

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Show Standing Transactions

Display a subset that only includes standing transactions. Available in Accounts mode.

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Combine Invoices

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.

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Reverse Transactions

Allows the full reversal of a transaction and modifies the allocation details to reflect the change.

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Allocate 0%

Allocates 0%

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Allocate 100%

Allocates 100%

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Create MP from Expensify CSV

Uses an iPhone Expensify csv file to generate a cash payment transaction in Accounts mode

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