8 Modes-Icon

SapphireOne Utilities

Streamlined command for seamless control

SapphireOne’s Utilities mode is a specialised module designed to support organisations in managing various administrative and system-related tasks. This mode provides a range of tools that help organisations maintain the smooth operation of their SapphireOne ERP and accounting software, ensuring data integrity, security, and performance.

The Utilities mode comprises several key modules, including System Settings, Security Management, Data Backup, Data Import/Export, and Customisation. These modules work together to provide a comprehensive set of tools for managing  SapphireOne effectively.

System Settings module allows users to configure various aspects of the SapphireOne software, such as default preferences, currency settings, and tax codes. This module ensures that the software is tailored to the organisation’s specific requirements and operates efficiently.

Security Management module enables administrators to manage user access and permissions, ensuring that sensitive data is protected, and the system is used in accordance with established policies. It allows for the creation of user groups, assignment of roles, and implementation of security measures like two-factor authentication.

Data Backup module provides tools to create, schedule, mirror, log and restore backups of the organisation’s data, safeguarding critical information against potential data loss, system crashes, or other unexpected events.

Data Import/Export module facilitates the seamless transfer of data between SapphireOne and external services, simplifying the process of integrating with third-party applications, migrating data, or sharing information with stakeholders.

Customisation module allows organisations to tailor the appearance and functionality of the SapphireOne software to suit their unique needs, enhancing user experience and streamlining workflows.

In conclusion, SapphireOne’s Utilities mode offers a robust and user-friendly platform for organisations to manage their ERP and accounting software effectively. By providing essential tools for system configuration, security, data management, and customisation, this mode ensures the smooth operation and ongoing optimisation of their SapphireOne implementation.

Utilities | Controls

Utilities | Controls

SapphireOne

Secure, scalable, seamless control

The SapphireOne Controls module is a crucial part of the Utilities mode, designed to help organisations effectively manage and maintain control over various aspects of their organisation operations. This module enables organisations to configure and customise their system settings, ensuring that their processes and workflows run smoothly and efficiently.

The Controls module offers several key features, including system configuration, user management, security settings, and data backup. These features work together to help organisations establish a secure, reliable, and flexible operational environment.

System configuration functionality allows users to define and customise various system settings, such as currencies, tax rates, or company information. This feature ensures that the system aligns with the organisation’s specific needs and preferences, supporting efficient and accurate organisation operations.

User management capabilities empower organisations to create, modify, and manage user profiles, permissions, and access levels. This feature enables organisations to maintain control over their system access, ensuring that sensitive information and critical functions are protected from unauthorised access.

Security settings within the Controls module help organisations establish and enforce robust security measures, such as password policies, access restrictions, or data encryption. This feature ensures that the system remains secure and compliant with relevant data protection regulations, safeguarding the organisation’s valuable assets.

Data backup tools provide users with the ability to create and manage system backups, ensuring that critical organisation data is protected from potential loss or corruption. This feature supports organisation continuity and risk management, helping organisations maintain reliable and resilient operations.

In summary, the SapphireOne Controls module offers a powerful and user-friendly platform for organisations to effectively manage and maintain control over their organisation operations. By providing a comprehensive range of tools for system configuration, user management, security settings, and data backup, this module helps organisations establish a secure, reliable, and flexible operational environment.


Utilities | Utilities

Utilities | Utilities

SapphireOne

Optimising operations with SapphireOne utilities

The SapphireOne Utilities module is a vital component of the Utilities mode, designed to provide organisations with a range of tools and features to optimise their organisation processes and enhance overall system functionality. This module enables organisations to streamline their operations, automate routine tasks, and manage their data effectively.

The Utilities module offers several key features, including data import and export, system automation, document management, and customisation options. These features work together to help organisations improve efficiency, save time, and better manage their resources.

Data import and export functionality allows users to easily transfer data between SapphireOne and external systems, such as spreadsheets, accounting software, or CRM platforms. This feature simplifies data migration, integration, and sharing, ensuring that critical organisation information is readily accessible across various systems.

System automation tools enable organisations to automate routine tasks, such as generating reports, sending notifications, or updating records. This feature helps organisations save time, reduce manual errors, and streamline their workflows, resulting in increased productivity and efficiency.

Document management capabilities within the Utilities module empower users to create, store, and manage various types of documents, such as contracts, invoices, or employee records. This feature supports effective organisation and retrieval of essential documents, simplifying record-keeping and ensuring that crucial information is readily available when needed.

Customisation options provide organisations with the ability to tailor the SapphireOne system to their specific needs and preferences, enhancing overall system functionality and user experience. This feature enables organisations to create custom fields, forms, or reports, ensuring that the system aligns with their unique requirements and processes.

In summary, the SapphireOne Utilities module offers a powerful and user-friendly platform for organisations to optimise their organisation processes and enhance overall system functionality. By providing a comprehensive range of tools for data import and export, system automation, document management, and customisation options, this module helps organisations streamline their operations, save time, and better manage their resources.