The SapphireOne team is proud to announce that SapphireOne is a finalist for the 2022 Premier’s NSW Export Awards. SapphireOne is running in the category of Advanced Technologies, highlighting SapphireOne’s achievements in the international market and recognising the ‘success and resilience’ of exporters in New South Wales.
The latest version of SapphireOne 19.4 contains significant upgrades and updates, also making SapphireOne 19.4 the first ERP to be fully compatible with Apple Silicon.
Members of the SapphireOne team will be attending the NSW Export Awards on the 12th October 2022. Additionally, the winners of the 13 national categories in this program will be moving forward to the Australian Export Awards. Consequently, the pathway to enter the National Export Awards is through your respective State or Territory awards program only.
Celebrating 60 Years of Australian Export & Investment Awards
The Australian Export & Investment Awards run by the Australian Export Council is one of the longest running business awards programs in Australia. Now in its 60th year, the awards is a national program recognising and honouring Australian exporters. Furthermore, these exporters are achieving sustainable growth through innovation, and international companies making an enduring contribution to the Australian economy.
Equally, the program aims to recognise the success and resilience of NSW exporters and their achievements in the international market. They are announcing the winners of the 13 national categories on 12th October 2022.
SapphireOne has been officially approved by the Australian Taxation Office (ATO) as a certified Australian Digital Service Provider (DSP). This certification confirms SapphireOne’s compliance with the ATO’s Digital Service Provider Operational Framework and recognises our capability to securely access and consume ATO digital services.
The DSP Operational Framework is a risk-scaled model that establishes minimum operational and security requirements for software providers that interact with ATO systems. Its purpose is to protect taxation, accounting, payroll and superannuation data, as well as the integrity of the taxation, business registry and superannuation systems that underpin Australia’s financial ecosystem.
Under this framework, Digital Service Providers must demonstrate that robust security and governance controls are in place before being permitted to access ATO digital services. These controls are designed to safeguard sensitive client information and reduce the risk of unauthorised access or misuse across the digital supply chain.
As part of the certification process, SapphireOne demonstrated compliance with a broad range of security and operational requirements. These include strong data encryption to protect confidentiality, default onshore data hosting to minimise jurisdictional risk, and the use of multi-factor authentication and comprehensive audit logging to ensure accountability and traceability.
Certification as an ATO-approved Digital Service Provider provides SapphireOne clients and vendors with independent assurance that our systems and processes meet ATO security standards and best practices. It reinforces our long-standing commitment to protecting critical information while delivering compliant, reliable and secure ERP, CRM and Business Accounting solutions.
To find out more about SapphireOne integrated ERP, CRM, Business Accounting application and innovative software solutions, please get in touch – we’re always here to help.
We are pleased to share that SapphireOne has been successfully re-certified to ISO/IEC 27001:2013, with certification valid through to March 2024. This re-certification follows our original ISO 27001 certification achieved in 2018 and reflects our ongoing commitment to information security and risk management.
ISO 27001 is an internationally recognised standard for information security. It defines best-practice requirements for establishing, implementing, maintaining and continually improving an Information Security Management System (ISMS). The standard is widely regarded as the global benchmark for safeguarding sensitive information and maintaining confidentiality, integrity and availability of data for customers, partners and stakeholders.
What ISO 27001 Means in Practice
Achieving and maintaining ISO 27001 certification requires a rigorous and systematic approach to information security. This includes identifying security risks, assessing threats and vulnerabilities, and understanding their potential impact on the organisation and its clients. Certification is only granted when an organisation can demonstrate that appropriate controls, governance processes and monitoring mechanisms are in place and operating effectively.
As part of the re-certification process, SapphireOne demonstrated that our information security controls and management processes are not only comprehensive, but also embedded into our day-to-day operations. These controls are continually reviewed and refined to ensure they remain effective as technology, regulatory expectations and risk landscapes evolve.
What This Means for Our Clients and Partners
ISO 27001 certification provides independent assurance that SapphireOne’s approach to information security aligns with internationally recognised standards and best practices. For our clients and vendors, this certification offers confidence that the systems and processes supporting our ERP, CRM and Business Accounting solutions are designed to protect critical information and manage security risks responsibly.
Information security is not a one-off exercise. It is an ongoing commitment that underpins trust, reliability and long-term partnerships. This re-certification reinforces our focus on maintaining robust security frameworks while continuing to innovate and deliver value through our software solutions.
To find out more about SapphireOne integrated ERP, CRM, Business Accounting application and innovative software solutions, please get in touch – we’re always here to help.
As businesses grow, the systems that once felt “good enough” often begin to show their limits. Processes slow down, data becomes fragmented, and staff spend more time reconciling systems than analysing information. For many medium-sized businesses, this is the point where basic accounting software is no longer sufficient and a more capable, integrated solution becomes essential.
This is where SapphireOne fits naturally. Designed specifically for medium to large organisations, SapphireOne provides a single, integrated platform that brings accounting, operations and management together—without the need for multiple disconnected systems or expensive add-ons.
When Your Business Outgrows Basic Accounting Software
Medium-sized businesses often operate at a level of complexity that entry-level systems simply are not built to handle. Multiple departments, growing staff numbers, increasing transaction volumes and more demanding compliance requirements all place pressure on software that was originally designed for small businesses.
Running separate applications for accounting, payroll, inventory, CRM and projects can quickly become a liability. Data must be entered multiple times, reports rarely agree without manual adjustment, and management decisions are often based on information that is already out of date. An integrated accounting system removes these barriers by allowing all areas of the business to operate from the same data set, in real time.
An Integrated Approach to Business Management
SapphireOne was developed with this challenge in mind. Rather than bolting together separate modules, it delivers a fully integrated environment where all core business functions operate within one application. Financial data flows automatically between departments, eliminating duplication and ensuring consistency across the organisation.
For medium-sized businesses, this integration means less time spent managing systems and more time focusing on strategy, growth and operational improvement. When transactions are entered once and reflected everywhere instantly, confidence in the numbers increases across the entire business.
Accounting and Financial Control at Scale
At its core, SapphireOne provides a robust accounting framework capable of supporting complex operations. General ledger management, bank reconciliations, client and vendor transactions, reporting and document management all work together seamlessly. Multi-company and multi-currency functionality is built in as standard, making it suitable for organisations operating across multiple entities or locations.
Importantly, financial information is always current. As operational transactions occur—whether through inventory, projects or payroll—they are reflected immediately in the accounts. This real-time visibility supports faster, better-informed decision-making.
Payroll, HR and Compliance Made Simpler
Payroll and HR requirements become more demanding as businesses grow, particularly when managing multiple locations, awards and reporting obligations. SapphireOne integrates payroll and HR directly into the accounting system, allowing wages, allowances, leave and superannuation to flow automatically into the financial records.
With Single Touch Payroll certification and built-in compliance controls, businesses can meet their ATO obligations with confidence while reducing administrative effort for payroll teams.
Beyond Accounting: CRM, Inventory and Projects
What sets SapphireOne apart for medium-sized businesses is its ability to manage far more than just accounting. Customer relationship management, inventory control, project costing and asset management are all part of the same system, sharing the same underlying data.
This means sales teams, operations staff and finance teams are always working from the same information. Inventory levels, project profitability, customer history and financial performance are visible without exporting data or reconciling spreadsheets.
Supporting Productivity and Growth
As transaction volumes increase, efficiency becomes critical. SapphireOne includes features such as Drag & Drop data entry and PDF capture to significantly reduce manual processing. Large orders, complex invoices and bulk transactions can be imported quickly and accurately, freeing staff to focus on higher-value work.
The system also integrates with many industry-leading platforms through its API framework, allowing businesses to connect eCommerce, payment, logistics and reporting tools as needed—without compromising data integrity.
Working Anywhere, Without Compromise
Modern medium-sized businesses are no longer confined to a single office. SapphireOne supports both Mac and Windows environments and offers web and remote access options, enabling staff to work securely from different locations while maintaining full access to the core system.
Whether managing accounts, approving transactions or reviewing performance, decision-makers can stay connected without sacrificing control or security.
A Platform Designed to Grow With You
Choosing accounting software is not just about meeting today’s needs—it is about supporting where the business is heading. SapphireOne has been designed to scale as organisations grow, adding complexity without adding chaos.
For medium-sized businesses that have outgrown entry-level systems and need a single, reliable platform to manage accounting, operations and growth, SapphireOne provides a long-term solution built for exactly that purpose.
To find out more about SapphireOne integrated ERP, CRM and Business Accounting application and how our software caters to medium to large size businesses, please get in touch – we’re always here to help!
SapphireOne multi-company accounting software provides global consolidation for multiple entities, locations, currencies and tax jurisdictions—all managed from a single, integrated application.
If you are already using integrated accounting software, you will know how critical it is for managing day-to-day operations. The challenge becomes far greater when you own or manage multiple legal entities. Multi-entity accounting introduces additional complexity around locations, currencies, compliance requirements and payroll obligations.
Traditionally, this has meant maintaining separate systems or databases for each company, manually reconciling results and hoping that group reporting, BAS and tax returns all balance. This approach is time-consuming, error-prone and difficult to scale.
SapphireOne has been designed specifically to address these challenges, offering unlimited multi-company accounting at no additional cost, with full consolidation available at the click of a button.
Accounting Software to Manage Multiple Companies
SapphireOne multi-company accounting software allows you to manage:
Multiple legal entities
Multiple locations per entity
Multiple currencies
Different tax jurisdictions and financial year-ends
All companies operate independently within a single data file, while still allowing for consolidated reporting and central oversight.
Key Advantages of a Single Data File
No need to log in and out of separate company databases
Centralised control of Accounts Payable, Receivable and reporting
Shared Clients, Vendors and transactions where required
Head office visibility across all entities and locations
Employees can be granted access to nominated companies only, enabling them to view inventory, customers, invoices, orders and documents across multiple locations and devices, while maintaining strict data security.
Each company maintains its own financial integrity, with individual financial statements and reports. Group-level reporting and access can be restricted to corporate management to preserve governance and control.
Payroll Software for Multiple Companies
SapphireOne includes Payroll and HR as a fully integrated mode within the application, making it easy to manage payroll across multiple companies without separate systems.
Multi-Company Payroll Capabilities
Process multiple payrolls across multiple companies
Allocate employee costs across different companies
Assign employees to multiple locations within a company
Split wages and on-costs across entities and departments
Ensure compliance with Federal and State regulations
This flexibility is particularly valuable for organisations with shared staff, centralised payroll teams or complex organisational structures.
Run Unlimited Companies at No Additional Cost
1. No Additional Licences Required
SapphireOne includes multi-company functionality as standard. Users can operate an unlimited number of companies within a single data file, with no additional licence fees.
Where multiple companies exist, relevant data entry screens display a multi-company option, allowing transactions to be split across companies and projects as required.
2. Flexible Multi-Currency Support
For organisations operating internationally, SapphireOne allows you to:
Set a local trading currency for each company
Buy and sell in multiple currencies
Choose a preferred display currency within the application
This ensures accurate reporting while supporting global operations.
3. Multiple Federal and State Tax Jurisdictions
SapphireOne supports:
Different tax jurisdictions per company
Separate financial year-ends
Independent compliance requirements
Each entity remains compliant within its own regulatory framework while still forming part of a consolidated group.
4. Centralised Multi-Company Reporting
Because all entities reside in a single data file, SapphireOne enables:
Consolidated group reporting
Cross-company financial analysis
Centralised access to reports and dashboards
This provides management with real-time visibility across the entire organisation.
Simplify Multi-Company Accounting with SapphireOne
Multi-company accounting software is essential for organisations managing multiple entities across different locations and jurisdictions. Consolidating accounting, payroll and operational data into a single, integrated application reduces complexity, improves accuracy and supports scalable growth.
To find out more about SapphireOne integrated ERP, CRM and Business Accounting application and the benefits of multi company accounting software, please feel free to get in touch with a member of our team – we’re always here to help!
Integrated accounting software brings all core business functions together in a single system, helping organisations streamline operations, improve data accuracy and support sustainable growth.
As businesses expand, managing finances, people, inventory and customers across multiple disconnected systems becomes increasingly complex. Running separate applications for Accounting, Payroll/HR, CRM and Inventory often results in duplicated data, manual workarounds and delayed decision-making. This is where integrated accounting software delivers real value.
SapphireOne has been designed specifically as an all-encompassing, integrated ERP, CRM and accounting solution, bringing every major business function together within one application.
Before exploring the benefits in more detail, it’s helpful to clarify what an integrated accounting system actually is.
What Is an Integrated Accounting System?
An integrated accounting system combines all major business functions into a single application, with data flowing automatically between modules. There is no need for third-party plug-ins, duplicate databases or manual data manipulation.
In practical terms, this means functions such as CRM, ERP, Payroll/HR, Job Costing, Project Management and Inventory Management all operate within the same system. When a transaction is entered in one area—such as an order or invoice—the financial impact is automatically reflected in the accounting records in real time.
Key Benefits of Integrated Accounting Software
An integrated system delivers benefits to any organisation, but these advantages are significantly amplified when all business functions share a single source of truth.
No Need for Additional Plug-Ins
Integrated accounting software removes the reliance on external applications and costly add-ons. With all functionality housed in one system, businesses avoid manual data transfers, reduce complexity and minimise the risk of systems failing to synchronise correctly.
Seamless Data Flow Across the Business
Because all modules operate within the same application, data transfers automatically between functions. This saves time, improves efficiency and ensures that information is always current, consistent and accurate.
More Reliable Data Entry
Standalone systems often require the same customer, vendor, payroll or inventory data to be entered multiple times. This duplication increases the likelihood of errors and inconsistencies. An integrated system eliminates double handling, ensuring data is entered once and used everywhere it is needed.
Faster and Better Decision-Making
Disconnected systems often mean decision-makers are working with outdated information. Integrated accounting software provides real-time visibility across all areas of the business, allowing managers to access accurate financial and operational data as transactions occur.
SapphireOne as an Integrated Accounting Solution
SapphireOne provides a fully integrated ERP, CRM and business accounting platform designed for medium to large businesses. The application includes eight core business modes, all operating within a single system.
Core Business Modes
Accounts
Inventory Management
Job Projects
Assets
Payroll and HR
Management
Utilities
Workbook
Each mode is tightly integrated, ensuring data flows seamlessly throughout the organisation.
How the Key Modules Work Together
Accounts – The Accounts Mode supports compliant and efficient financial operations, including General Ledger, Bank Reconciliations, Client and Vendor Transactions, Multi-Company Accounting, Document Management and comprehensive reporting. The system also supports ATO Single Touch Payroll reporting.
CRM – SapphireOne’s CRM functionality is embedded directly into the accounting and ERP environment, providing a complete view of every client. Features include customer profiles, document storage, calendars, notes, SoftPhone integration and voice recording.
ERP – The ERP framework integrates financial accounting, inventory, supply chain, job projects, asset management, payroll/HR, CRM and document management. Multi-currency and multi-company support are built in, enabling businesses to operate at scale.
Payroll and HR – Payroll and HR are fully integrated with financials, ensuring accurate and timely data transfer. Features include Pay Runs, payroll reporting, employee records, leave management, awards, allowances, tax scales, rostering and compliance reporting.
Inventory Management – Inventory Sales and Purchases menus support end-to-end inventory processes, including quotes, orders, picking and packing, invoicing, vendor orders and vendor invoices. Once approved, transactions flow automatically into the Accounts Mode without manual intervention.
Job Projects – The Job Projects Mode links revenue and costs to specific projects using Project IDs, providing clear visibility of profitability. Functionality includes Gantt charts, resource management, timesheets, scheduling, inventory allocation and detailed reporting, all connected directly to financial data.
Bringing It All Together
Integrated accounting software is no longer optional for growing businesses. By consolidating all functions into a single system, organisations eliminate data silos, improve accuracy and gain a clear, real-time view of operations.
To find out more about SapphireOne integrated ERP, CRM and Business Accounting Software and the benefits of integrated accounting software, please feel free to get in touch with a member of our team – we’re always here to help!
At SapphireOne, our highest priority is to satisfy our clients through early and continuous delivery of valuable software solutions. We are constantly evolving our application and release new and improved functionality every week.
This approach is guided by our commitment to a “Release Early, Release Often” philosophy, which underpins how we design, test and deliver SapphireOne.
Why SapphireOne Releases New Versions Every Week
Releasing software weekly allows us to:
Deliver value to clients sooner rather than later
Respond quickly to feedback and changing requirements
Continuously refine and improve performance, usability and stability
Ensure SapphireOne evolves in line with real-world business needs
Rather than bundling large changes into infrequent releases, we prioritise smaller, incremental improvements that can be validated quickly by our users.
What Is “Release Early, Release Often” (RERO)?
Release Early, Release Often (RERO) is a software development philosophy that emphasises:
Early delivery of new functionality
Frequent, incremental releases
A continuous feedback loop between users, testers and developers
The objective is to produce higher-quality software faster, while ensuring development remains closely aligned with user expectations and real operational requirements.
At SapphireOne, RERO enables our clients to actively help shape the future direction of the software while benefiting from continuous improvements.
Key Benefits of Releasing Early and Often
1. Improved User Experience
Clients gain immediate access to new features and enhancements
Feedback is received in real time from real-world usage
Adjustments and refinements can be made quickly
The software consistently aligns with client expectations
2. Faster Identification of Bugs
Bugs are easier to detect when features are used in live environments
Frequent releases allow issues to be identified and resolved earlier
Problems are addressed before they compound or affect multiple areas
3. Reduced Risk of Errors
Smaller releases contain fewer changes
Less code per release reduces complexity
Easier testing, validation and troubleshooting
Lower likelihood of introducing major regressions
4. Software That Continually Meets Client Needs
Ongoing client feedback directly informs development priorities
Features are refined based on actual usage, not assumptions
SapphireOne evolves in step with how our clients do business
By releasing early and often, SapphireOne ensures:
Faster delivery of value
Higher software quality
Reduced risk and complexity
A strong partnership between our development team and our clients
You can review all the latest SapphireOne versions and detailed Release Notes via our Knowledge Base. If you have any questions, please contact us or book a call with our Support Team — we’re always here to help.
SapphireOne’s Drag-and-Drop feature is a game changer for streamlining data entry. It significantly reduces errors and the time spent manually entering complex data, while making large imports fast and reliable.
What the Drag-and-Drop feature does
Simplifies data entry by populating screens instantly
Imports an unlimited number of line items and SKUs
Works across all Inventory Sales and Inventory Purchases data entry screens
Eliminates repetitive manual entry, even for very large orders
Many SapphireOne clients process substantial sales orders with tens of thousands of inventory items and hundreds of line items. Drag-and-Drop removes the friction from these workflows by importing data directly from Excel into the application.
How to use Drag-and-Drop
Follow these four simple steps:
Open the data entry screen Navigate to the relevant Inventory Sales or Inventory Purchases data entry screen. In the bottom-right corner, locate the two green icons.
Import your file
Select the left toggle icon and choose Import Lines, or
Drag your Excel file directly into the Transaction Lines area Note: Excel files must be saved as CSV before importing.
Map and organise your data A pop-up window will appear, allowing you to:
Right-click column headings
Match each column to the correct SapphireOne field (e.g. Inventory SKU, Description, Rate, Quantity) All headings are fully customisable to suit your business requirements.
Import Once headings are confirmed, select Import to populate the Transaction Lines instantly.
Practical use cases
Client Sales Orders created from customer-supplied Excel templates
Purchase Vendor Invoices imported directly from supplier spreadsheets
High-volume orders with tens of thousands of line items
Rapid correction or re-organisation of data prior to posting
You can also export data from any SapphireOne data entry screen back to Excel, making the process fully bidirectional.
Key benefits
Faster and more accurate data entry
Reduced manual handling and fewer errors
Consistent process for small and very large imports
Fully customisable to match your operational needs
Whether you are importing a handful of items or an order with 100,000 inventory records, the Drag-and-Drop feature delivers the same fast, efficient and reliable experience.
For more information on our Drag and Drop feature, or any of our API Integrations and Partnerships designed to make your life easier, you can contact us or book a call with a member of our Support Team. We’re always here to help!
We are proud to announce that Jack Adams, a SapphireOne-sponsored alpine athlete, has been selected to compete for New Zealand at the 2021 FIS Alpine World Ski Championships in Cortina d’Ampezzo, taking place from 7–21 February 2021.
Jack has been named as part of a four-athlete New Zealand squad, alongside Alice Robinson, Piera Hudson, and Will Feasey.
Currently based in Pitztal, Austria, Jack has spent the past two months training and competing across Europe. He recently achieved a career-best result in a FIS Slalom race at Hochfügen, marking a strong lead-in to the Championships.
Video courtesy of Cardrona Alpine Resort and Ned Brannigan– CF0DQtOAXvF
The FIS Alpine World Ski Championships are held once every two years and are regarded as one of the sport’s most prestigious standalone events. In a recent article by Snow Sports NZ, Head of Alpine Jono Howson explains:
“World Champs is a stand-alone event and the person that is crowned world champion gets to claim that for two years — it is quite an honour.”
We wish Jack Adams and the entire New Zealand team every success and look forward to following their performances at this prestigious international event.
Here is a cleaned, structured rewrite that removes repetition, tightens language, and uses lists only where they improve clarity, while keeping the tutorial accurate and familiar in tone.
Generating Clear Accounts Receivable Reports
January 14, 2021
In this instalment of our SapphireOne Accounts Receivables Report Tutorials, we focus on the fifth reporting function available in SapphireOne: the Show Reports feature.
This tutorial builds on our earlier posts covering the Details, Balances, Transactions, and Statements reports, and introduces a more interactive way to analyse Accounts Receivable data directly on screen.
Accounts Receivables Reporting Options Recap
SapphireOne provides six Accounts Receivables reporting options:
Details
Balances
Transactions
Statements
Show Reports
Dashboards
Unlike the previous four report types, which generate printed or PDF outputs, Show Reports is designed for real-time, on-screen analysis.
What Is the Show Reports Feature?
The Accounts Receivables Show Reports function allows you to create interactive reports within the SapphireOne interface.
Rather than printing or exporting data immediately, you can define your criteria and instantly view results on screen. This makes Show Reports ideal for:
Reviewing aged debtors
Analysing outstanding balances by client
Performing quick ad-hoc analysis during credit control or management reviews
When selected, the Show Reports option opens a configuration window that enables you to generate a pre-set Balances by Client report. This view displays outstanding balances by client and provides a consolidated view of aged receivables across your data file.
Configuring a Show Report
You can control how the report is displayed by using the Query and Display drop-down menus at the top of the reporting window.
Query Options
The Query functionality allows you to filter the data using drop-down selections or the dedicated query button, enabling searches across virtually any field in the data file.
The Department (Depart) drop-down allows reporting across:
All departments, or
Individual departments only
This makes it easy to isolate receivables by business unit or operational area.
Display Options
The Display drop-down controls how information is grouped and sorted on screen.
You can group clients by:
Client ID
Class
Department
Area
State
Customisable Tags
Quotes
Sorting can be applied in ascending or descending order using the arrow ( > ) button next to the data field. The direction of the arrow indicates the active sort order.
Additional display options allow columns to be organised by:
Aged debtors, or
Client payment terms
After selecting or modifying any options, the Recalculate button must be clicked to refresh the report and apply the new criteria.
Printing and Exporting Show Reports
Once the report is displayed on screen, you can choose to:
Print the report directly, or
Export the data in:
HTML format for browser viewing, or
CSV format for use in spreadsheet applications such as Excel
This flexibility allows Show Reports to function both as a live analysis tool and a source for external reporting.
What’s Next?
In the final post of our Accounts Receivables Report Tutorials, we will cover the remaining reporting function: Dashboards, and how they provide visual insight into receivables performance.
If you have any questions about Accounts Receivables reporting, or would like to get more out of your SapphireOne application, please contact us or book a call with our Support Team. We’re always here to help.
The Accounts Receivables Statements Report in SapphireOne allows you to produce a range of professional statement layouts for client communication and debt management.
This article forms part of our Accounts Receivables Report Tutorials and focuses on the fourth reporting option available in SapphireOne: the Statements Report.
Accounts Receivables Reporting Overview
SapphireOne provides six Accounts Receivables reporting options, each designed to support different operational and financial requirements:
Details
Balances
Transactions
Statements
Show Reports
Dashboards
In our previous tutorials, we covered the Client Details, Balances, and Transactions reports. This post explains when and how to use the Statements Report to ensure you are getting the most value from SapphireOne’s reporting capabilities.
The Statements Report
The Accounts Receivables Statements Report enables you to generate client-facing statements that clearly present outstanding balances and transaction history. This report is particularly effective for debt collection, as it allows you to provide clients with a clear view of what is currently owing.
When the Statements Report is selected, a print dialog window is displayed, allowing you to define the layout, format, and client selection before printing or exporting.
Statement Report Types
When Printer is selected from the Print Destination drop-down menu, the Report Type menu provides 12 different Statement Report formats, allowing you to tailor the statement to your business and client requirements:
Plain Paper – Prints a statement on blank paper using Laser or ImageWriter printers, including all lines and graphics.
Pre-Printed – Designed for use with pre-printed stationery where lines and graphics already exist.
Wide Statement – Prints a landscape-format statement on blank paper.
Direct – Used for serial printers. Layouts are defined in Utilities > Controls > Direct Print Layouts.
Condensed – Produces a compressed statement suitable for filing, containing the same data as a standard statement.
FX Condensed – Generates a condensed statement in foreign currency.
Plain Paper with Bank Detail – Prints a portrait-format statement including the client’s bank details.
Wide Statement with Bank Detail – A two-section landscape report with a detailed statement on the left and a remittance section on the right, allowing the payment amount to be entered and returned.
As at Period Statement – Prints statements based on a specified accounting period.
As at Date Statement – Prints statements based on a user-entered date.
Custom Statement 1 – Uses a custom statement layout configured in Utilities > Controls > Custom Report Layouts.
Custom Statement 2 – Uses an alternative custom statement layout configured in Utilities > Controls > Custom Report Layouts.
Report Selection Options
The Report Selection drop-down menu allows you to control which client records are included in the statement run:
Balances Only – Prints statements only for clients with a non-zero balance (default option).
Balances > $5.00 – Prints statements only for clients owing $5.00 or more.
All Records – Prints statements for all clients, including those with a zero balance.
Parents Only – Prints statements only for parent clients with outstanding balances.
Parents Only Exclude Children Transactions – Prints statements for parent clients only, excluding child transaction details.
Balances Only Exclude Children – Prints statements for all clients except those recognised as child accounts.
These options allow for precise control over statement distribution, ensuring statements are generated only for the intended recipients.
Printing and Output
Once your report type and selection criteria have been defined, selecting Print allows you to:
Open the statement as a PDF, or
Print the statement directly from SapphireOne
In the final post of our Accounts Receivables Reporting Tutorials, we will cover the remaining two reporting options: Show Reports and Dashboards.
For more information on Accounts Receivables Reports, or to find out how you can get the most out of your SapphireOne application, please contact us or book a call with a member of our Support Team. We are always here to help!
The Client Transactions Report in SapphireOne allows you to generate a detailed list of client transactions using a wide range of criteria and data fields stored within your client records. This report is particularly useful for reviewing outstanding transactions, auditing activity, and managing allocations.
This article forms part of our Accounts Receivables Reporting Tutorials, which explore each of the six Accounts Receivables reports available in SapphireOne.
Accounts Receivables Reporting Overview
SapphireOne provides six Accounts Receivables reporting options, each designed to support different operational and financial needs:
Details
Balances
Transactions
Statements
Show Reports
Dashboards
In our previous tutorials, we covered the Client Details Report and the Balances Report. This article focuses on the Transactions Report, the third reporting option within Accounts Receivables.
The Transactions Report
The Client Transactions Report enables you to generate a list of client transactions based on multiple selection criteria, including posting status, allocation status, currency, and transaction type.
When selecting the Transactions Report, a print dialog window is displayed, allowing you to define the structure and scope of the report before printing or exporting.
Transaction Report Types
When Printer is selected from the Print Destination drop-down menu, the Report Type menu provides eight Transaction Report formats, allowing you to tailor the report to your specific requirements:
Plain Paper – A single-page report designed primarily for receipts.
Transaction Audit – Displays transaction tracking details and values, including sub-lines showing allocation details.
Discount Due – Shows discounts due for each transaction, including discount days, percentage, and dollar value.
One Line FX – Displays tracking details and values for foreign currency transactions.
Audit FX – Expands on the One Line FX report by including sub-lines showing allocation details for foreign currency transactions.
One Line Transaction – Provides a concise, single-line view of transaction tracking details and values.
Wide Transaction Audit – A landscape version of the Transaction Audit report, offering increased visibility of transaction data.
Credit Memo – Allows the creation of a Credit Memo directly from the report when required.
Report Selection Options
The Report Selection drop-down menu allows you to further refine which transactions are included in the report:
Unposted Only – Displays transactions that have been entered but not yet posted or transferred to the General Ledger.
Allocatable and Less Than 100% – Displays transactions that have not yet been fully allocated.
All Records – Prints all client transactions, including those with a zero balance.
These options allow you to produce highly targeted reports for reconciliation, allocation review, and auditing purposes.
Printing and Output
Once you have selected your report type and selection criteria, choosing Print gives you the option to:
Open the report as a PDF, or
Print the report directly from SapphireOne
In the next article of our Accounts Receivables Reporting Tutorials, we will explore the Statements Report, which focuses on client-facing statements and communication.
For more information on Accounts Receivables Reports, or to learn how how you can get the most out of your SapphireOne application, please contact us or book a call with a member of our Support Team. We love hearing from you!
The Accounts Receivables Balances Report in SapphireOne allows you to create and print Credit Information Reports for clients who currently have outstanding balances. These reports provide clear visibility over who owes money, how much is outstanding, and how long balances have been overdue—making them essential for cash flow management and credit control.
This article is part of our Accounts Receivables Reporting Tutorials, which walk through each of the six available Accounts Receivables reports to help you stay informed and make the most of SapphireOne’s reporting functionality.
Accounts Receivables Reporting Overview
SapphireOne provides six Accounts Receivables reporting options, each designed for different operational and financial insights:
Details
Balances
Transactions
Statements
Show Reports
Dashboards
In our previous tutorial, we covered the Client Details Report. In this article, we focus on the Balances Report, the second reporting option within Accounts Receivables.
The Balances Report
When selecting the Balances Report, SapphireOne displays a print dialog window that allows you to define the exact structure and content of the report.
The Client Balances Report is primarily used to:
Identify clients with outstanding balances
Review aged receivables
Support credit control and cash flow forecasting
This reporting function provides 20 different Balance Report types, allowing you to tailor the report precisely to your business requirements.
Balance Report Types
Below is an overview of each Balance Report type and its typical use case:
Standard Balances – Displays standard aged balances.
Un-posted Values – Includes un-posted transactions in the standard aged balances.
Credit Control – Adds last receipt date and amount, plus contact, position, and phone details.
Wide – Balances – Displays balance data in a wide format with additional columns.
Wide – Un-posted – Wide format including un-posted transactions.
Wide – Credit Control – Wide format including last receipt details.
As at Period Balance – Shows client balances as at a specific accounting period. This should reconcile with the Balance Sheet control account for the same period.
As at Date Balance – Displays balances based on transactions as at a specified date.
As at Detailed – Provides ageing across 7, 14, 21, 30, 60 and 90 days, including agreed client terms.
As at Detailed Unallocated – Displays overdue balances that are unallocated as at the selected date.
As at Detailed Unallocated Periodically – Displays overdue, unallocated balances for a selected period.
Cash Flow – Allows you to specify a date prior to viewing balances to assist with cash flow projections.
Cash Flow Detailed – Includes both balances and transactions for more detailed cash flow analysis.
Sales Analysis – Provides a brief sales analysis for each client.
Sales Analysis Full – Displays full sales analysis details.
Total Due Check – Simple report showing Total Due, Historical Total and Current Total.
Standard Balances (Landscape) – Same as Standard Balances, presented in landscape format with extra space for company names.
Payment Performance – Displays client payment performance as a percentage across payment term periods.
Balances with Average Pay Days – Shows the average number of days each client takes to pay.
Standard Balances in FX Currency – Prints balances in both local and foreign currencies.
Report Selection Options
The Report Selection drop-down menu allows you to further refine which client balances are included in the report:
Balances Only – Prints balances for active clients with non-zero balances only.
Un-posted Balances Included – Includes un-posted transactions for active clients with non-zero balances.
All Records – Prints balances for all active clients, including those with zero balances.
All Records Include Inactive – Prints balances for all clients, including inactive clients and zero balances. (Inactive clients remain inactive.)
Once your report type and selection criteria are defined, selecting Print allows you to either:
Open the report as a PDF, or
Print the report directly from SapphireOne
In the next article of our Accounts Receivables Reporting Tutorials, we will focus on the Transactions Report, which provides detailed insight into receivables activity and transaction history.
For more information on Accounts Receivables Reports, or to find out how you can get the most out of your SapphireOne application, please contact us or book a call with a member of our Support Team. We love hearing from you!
The Accounts Receivable reporting functionality in SapphireOne allows you to produce a wide range of reports using templates that are built directly into the system. These reports provide valuable insight into client activity, outstanding balances, and cash flow performance.
This tutorial focuses on creating an Accounts Receivable Client Details Report, the first in a series of Accounts Receivables Reporting Tutorials designed to help you understand when and how to use each available report type.
Accounts Receivables Reporting in SapphireOne
SapphireOne’s Accounts Receivables Reports enable you to dynamically report on multiple client data fields for a variety of operational and financial purposes.
There are six different Accounts Receivables reporting options available:
Details
Balances
Transactions
Statements
Show Reports
Dashboards
Each report type is designed to address different reporting needs, from contact information and pricing through to balances, transaction history, and performance analysis.
The goal of this tutorial series is to walk you through each of these six report types so you can confidently build reports, understand their use cases, and make full use of SapphireOne’s reporting capabilities.
The Client Details Report
The Client Details Report is the first reporting option within Accounts Receivables and is used to generate reports based on client master data.
This report allows you to produce detailed listings of client contact information using a range of predefined data fields. It is particularly useful for reviewing, auditing, or distributing client contact details.
When selecting the Client Details Report, a print dialog window is displayed. From here, you can define the report content by choosing from nine different Client Details Report types, each designed for a specific purpose.
Client Details Report Types
Below is an overview of each Client Details Report type and how it is typically used:
One Liner – A concise report showing Client ID, Name, Contact, Position, and Phone details.
Two Liner – Expands on the One Liner with additional contact information for the selected clients.
Four Liner – Further expands the report to include both Postal and Physical Address details.
Full Details – Provides all available client information. Two clients are displayed per page unless extensive notes or keywords are recorded.
Address Details – Displays details of all multiple addresses set up for each client.
Pricing – Includes Price Book information associated with each client.
Pricing Full Details – Combines Price Book information with full client details.
Direct Print – Uses a Direct Print layout configured in Utilities. Path: Utilities > Controls > Direct Print Layouts
Direct Print 2 – Uses an alternative Direct Print layout, also configured via Direct Print Layouts in Utilities.
Report Selection Options
Within the Report Selection drop-down menu, you can choose whether to:
Print details for Active Clients only, or
Select All Records to include both active and inactive clients in the report
Once your report type and selection criteria are defined, selecting Print allows you to either:
Open the report as a PDF, or
Print the report directly from SapphireOne
This tutorial covered the Client Details Report, the first of the Accounts Receivables reporting options.
In the next post in our Accounts Receivables Reporting Tutorials, we will explore the Balances Report, which provides deeper insight into outstanding receivables and cash flow position.
If you have any questions about Accounts Receivables Reports, or would like to learn how to get more value from your SapphireOne application, please contact us or book a call with our Support Team. We’re always happy to help.
Benefits of a Dedicated Application Server vs a Virtual Cloud Server
We are often asked why SapphireOne is designed to run on a Dedicated Application Server, so we wanted to take the opportunity to explain the reasoning behind this approach.
In today’s technology-driven environment, businesses of all sizes are faced with a wide range of hosting options. Choosing between a dedicated application server and a virtual cloud environment is a critical infrastructure decision that can directly affect performance, scalability, and data security.
The right choice is rarely black and white. It depends on factors such as your industry, business size, data volumes, growth plans, performance expectations, and security requirements.
For medium to large organisations with substantial data sets, many users, and a requirement for speed, reliability, and scalability, a dedicated application server is often the most effective solution.
Dedicated Application Server vs Virtual Cloud Server
What is a Dedicated Application Server?
A dedicated application server is a physical server purchased and allocated entirely to a single business. All processing power, memory, storage, and network resources are reserved exclusively for that organisation.
Dedicated servers are commonly used by enterprises that require:
High and consistent performance
Strong data security and control
Predictable resource availability
Support for large and complex applications
What is a Cloud Server?
A cloud server is a virtual server operating within a shared, virtualised cloud environment. While it may appear independent, the underlying physical hardware is shared with other businesses and managed by a third-party hosting provider.
Cloud servers are often attractive for smaller workloads or short-term scalability needs, but they can introduce limitations when supporting large, data-intensive ERP systems.
Benefits of a Dedicated Application Server for SapphireOne
1. Optimal Server Performance
A dedicated application server ensures that 100% of the hardware resources are available to your SapphireOne application at all times.
Because processing power, RAM, and disk performance are not shared, your system benefits from:
Faster transaction processing
Consistent response times
Maximum uptime
Predictable performance under load
This allows SapphireOne to operate at its full potential without competing workloads.
2. Server Resources Are Not Shared
In a virtual cloud environment, resources such as CPU, RAM, and bandwidth are shared across multiple businesses. Spikes in usage by other tenants can directly impact your application’s performance.
With a dedicated server:
All resources are allocated solely to your business
Performance is not affected by other organisations
Large data processing and reporting remain stable and reliable
This is particularly important for medium to large enterprises running mission-critical ERP systems.
3. Total Control of Your Server Environment
A dedicated application server gives your IT team full control over the server configuration.
This means you can:
Customise hardware specifications to match your workload
Optimise the operating system for SapphireOne
Control patching, updates, and security policies
Scale resources in line with business growth
You are not constrained by the limitations or generic configurations of a virtual environment.
4. Increased Security and Data Integrity
With a dedicated physical server, you always know exactly where your data resides and how it is protected.
Key security advantages include:
No exposure to other tenants or unknown workloads
Complete control over access permissions
Reduced risk of cross-tenant vulnerabilities
Greater confidence in data integrity and compliance
For organisations handling sensitive financial, payroll, or operational data, this level of control is critical.
A Simple Analogy
Imagine a nuclear-powered submarine capable of remaining underwater for months at a time.
If that submarine were converted to diesel power, it would need to surface frequently to refuel — consuming time, reducing efficiency, and exposing itself to external threats.
Running a high-performance ERP like SapphireOne on a virtual server is similar.
SapphireOne is capable of processing billions of records, but a shared virtual environment is not designed to consistently support that level of performance. This can introduce inefficiencies, bottlenecks, and unnecessary risk.
A dedicated application server ensures the software is powered and supported to operate at its full capability.
Our priority is always to ensure our clients are running SapphireOne on infrastructure that delivers:
Consistent high performance
Scalability as the business grows
Strong security and data control
Long-term reliability
For many medium to large enterprises, a dedicated application server provides the most robust foundation to achieve this.
Nearly all business transactions involve paperwork that must be sorted, stored, and retrieved. When handled manually, this process is time-consuming, labour-intensive, and prone to error. SapphireOne addresses this challenge by providing an ERP solution with fully integrated document management, allowing documents to be captured, stored, and accessed directly within the system.
An ERP framework brings together core business functions such as accounting, inventory, purchasing, and logistics within a single platform. When combined with integrated document management, paperwork generated across these activities can be managed electronically and contextually, significantly improving efficiency and control.
Key benefits of integrated document management
Time and labour efficiency – Integrated document management allows large volumes of transaction-related documents to be sorted, filed, and retrieved electronically. This reduces administrative workload and enables accounting and operations teams to focus on higher-value tasks rather than manual filing and searching.
Improved workflow and departmental integration – Documents attached directly to transactions and records are instantly available across departments. This enables teams to access inventory details, customer records, tax information, and transaction history without relying on interdepartmental requests, improving workflow continuity and operational speed.
Enhanced privacy and security – Integrated document management supports role-based access controls, allowing organisations to restrict access to sensitive documents. This ensures that confidential information is only accessible to authorised users, supporting stronger governance and compliance.
Lower management and operational costs – Electronic document storage eliminates costs associated with printing, physical storage, and manual document handling. It also reduces reliance on administrative resources for document retrieval, while supporting environmentally responsible, paper-reduced operations.
Better and faster decision-making – Centralised access to documents related to sales, expenses, contracts, and transactions ensures decision-makers can quickly review complete and accurate information. This supports more informed decisions based on full operational visibility rather than fragmented data.
Integrated document management in SapphireOne
SapphireOne’s integrated document management system allows documents to be attached directly to transactions and key data tables across the ERP. This ensures that critical documentation is always available in context, improving traceability, accountability, and workflow control across the business.
If you would like to streamline document handling and improve operational efficiency, implementing SapphireOne’s ERP, CRM, and Business Accounting Software provides a single, integrated solution to manage both data and documents effectively.
So how to optimise ERP efficiency. You’ve invested time and money in a system with the end goal of improving productivity. Are you getting the insights and intelligence you need to increase efficiencies? Your ERP should be providing you real-time data at every stage from finances, sales, operations, HR and payroll. It is more than just accounting software. It enables you access to comprehensive data, automate critical processes, and customise how you deal with these workflows. All data is kept in a single, secure location which allows you to spot exactly where you’re losing money or wasting resources.
So don’t just install your ERP system, get to know how to grow with it.
ERP Efficiency- tips to getting the most out of yours
Review your business processes and plan for change – Don’t use the set and forget method. Ensure you have in place an annual review of your operations. This will highlight any changes in processes and once identified, your ERP can streamline and simplify. Alternatively, if you find an area in your ERP system that is outdated, update or customise to ensure maximum efficiency. Talk to your provider, with fierce competition out there in the market they should be offering consistent upgrades and improvements. Plan to apply these updates whenever possible.
Ensure management is on board – One of the main benefits of ERP software is users are able to gain access to multiple areas of the business. These are from prospects to sales, payroll and HR, inventory, job projects, asset management and various data. Your management team can view organisational and individual performance to identify any areas of improvement. This real-time reporting is crucial in helping with the decision-making process of managers and ultimately becoming more productive.
Know your CRM – Your ERP system should include Customer Relationship Management (CRM) software. Customer satisfaction and the way you interact with customers is essential to the success of your business. A CRM coupled with marketing will drives sales. Keep abreast of the latest marketing tools that are on offer and ensure the right data for your business is being captured. Your ERP system will manage the back-end processes and customer information once the order has been placed to reduce overall costs.
Invest in ongoing software training – The ERP system is useless if your end-users don’t know how to use it. Training is vital to the success of the system. Don’t make the mistake of thinking once the initial training is complete, you don’t have to worry about it anymore. Employee turnover can lead to a large number of your staff not having the formal training required. Upgrades and improvements can lead to current employees making mistakes or not utilising the software. Work with your ERP provider to set up an ongoing training program for existing users as well as new employees.
Consider expanding the ERP’s functionality – Another way to add value to your current ERP system is to expand its functionality and usability through customisations, add-ons, bolt-ons, or integrations with third-party systems. These enhancements can be integrated into your existing system to address specific business needs. Identify any functionality gaps within the current system and talk to your provider.
Every business wants to increase sales without inflating budgets. One of the most cost-effective ways to achieve this is by fully understanding and utilising the functions and features already available within your ERP software and supporting technology.
Before investing in new systems, take a close look at what you already have. Once you have maximised your existing capabilities, avoid the trap of becoming complacent. While technology is a powerful enabler, building and maintaining strong client relationships through personal interaction remains fundamental to the sales process.
Seven Practical Ways to Increase Sales Using ERP Technology
Your Website – Review your SEO (Search Engine Optimisation) strategy to improve visibility, increase search rankings, and attract new customers. Many website platforms include built-in SEO tools, plugins, or apps designed to drive traffic. Ensure your website is mobile-ready and fully responsive, as mobile usage continues to grow. Regularly review performance and apply optimisation techniques to stay competitive.
Stocktake Your Hardware – Confirm that desktops, laptops, and mobile devices are up to date and performing efficiently. Outdated or slow hardware can negatively impact productivity and staff effectiveness. Replacing ageing equipment can deliver immediate performance gains.
Eliminate Paperwork – Manual paperwork slows operations and increases the risk of errors. ERP software supports Electronic Data Interchange (EDI), allowing trading documents such as orders, invoices, and advanced shipping notices to be exchanged electronically without manual data entry. Check whether your ERP includes a Document Management System (DMS) to attach, store, and manage documents digitally. Files of any type can be stored directly against transactions, client records, or vendor records, improving accessibility and control.
Improve Customer Relationships with CRM – CRM functionality goes beyond recording customer interactions. It provides a clear, consistent view of customer needs across the entire sales cycle. Ensure sales staff record contacts, opportunities, activities, and schedules within the system. Mobile access allows teams to retrieve real-time information from anywhere. Use CRM insights to personalise marketing efforts, build trust, and improve the overall customer experience with SapphireOne ERP and CRM.
Payment Options – E-invoicing and “pay now” options can significantly reduce payment delays. ERP systems can integrate with multiple online payment gateways, allowing customers to choose their preferred payment method and making the purchasing experience as frictionless as possible.
Automation – Review existing automation processes and identify areas causing delays or manual rework. Prioritise workflows where automation will increase productivity and reduce errors. ERP software should be flexible. If a new workflow would benefit your business, investigate customisation options. Repetitive transactions can often be completed with a single action through effective automation.
Reporting – Ensure reports are accessible to the people who need them, both internally and externally. Reporting should provide accurate trend analysis, highlight variances, and support forecasting. Automated reports save time and improve consistency. Speak with your ERP provider about custom reports tailored to your business requirements.
When fully utilised, ERP software and supporting technology become powerful tools for driving sales growth. By improving efficiency, visibility, and customer engagement, businesses can scale confidently while maintaining control over operations and costs.
Email marketing is an effective way to keep your customers informed. It helps you stay connected with prospects and customers by delivering targeted content messages. Marketers look at developing personalised digital campaigns while staying on budget. SapphireOne has partnered with Mailchimp so clients can start combining the two.
Mailchimp is the world’s largest marketing automation platform. It helps you design email newsletters, share them on social networks, integrate with services you already use, and track your results. Millions of people and businesses use Mailchimp to send 1 billion emails every day. They provide a marketing platform which works around the clock helping you find your people, grow your business, and get smarter as you go. Small businesses to large e-commerce retailers need an experienced marketing automation provider that can scale with them. Find your audience, engage customers, and build your brand with Mailchimp.
How Mailchimp and SapphireOne integration works
SapphireOne has seamlessly integrated with Mailchimp to ensure updated information is exchanged between the applications. Keep in touch with your contacts in SapphireOne by creating engaging, brand building messages through email, e-commerce and social interactions in Mailchimp.
Don’t have a Mailchimp account- it’s easy to set one up and start emailing today. For more information…create account in Mailchimp.
SapphireOne has inbuilt features with every contact having a marketing section located above the notes. On the right-hand side there is a “Create Member in Mailchimp” button. Once you have consent from your contact you can add them into the different lists in your Mailchimp account. It’s as easy as a click of the button.
Afterwards all Mailchimp marketing activities will be recorded and logged directly into your SapphireOne contact. The last 3 campaigns will be displayed in your contact card under Marketing for quick reference. For the rest, click on the green box next to the Mailchimp button to see all communications. Hence you have a record of interactions that can be further segmented for interests etc.
Subscription management of your contacts is handled by Mailchimp and their rules relating to permission. Please ensure current contacts in SapphireOne are happy to receive digital communications from you.
Getting started is easy
In Mailchimp:
Create your own Mailchimp account OR
Log into your existing one
Retrieve the API key from Mailchimp located under Accounts, Extras
In SapphireOne Windows OS:
Go to Utilities Mode
In the left navigator, select Controls then Master Defaults
Return back to Utilities Mode and underneath in Page drop down menu, select API
In the API Settings Demo screen, go to Mailchimp on the bottom right
Insert your Mailchimp API key
Green tick to save and exit
In SapphireOne MAC OS:
Go to Utilities Mode
Select Controls in the top toolbar then Master Defaults
Return back to Utilities Mode and underneath in Page drop down menu, select API
In the API Settings Demo screen, go to Mailchimp on the bottom right
The electronics industry is dynamic due to fierce global competition in developing and launching new and innovative products. Product life cycles have shortened dramatically, customer preferences have shifted, shaping the industry today. The most common element in the electronics industry is change. Delivering goods and providing customer service is not enough, you need to meet changing demands and respond accordingly in a timely manner.
Customer Relationship Management (CRM) software covers a broad set of applications designed to help the electrical industry manage many processes. Detailed production, manufacturing, test and measurement activities, customer data and interaction, real-time business information are visible across all departments. Your CRM software application needs to integrate with inventory management, customer communication, sales and marketing and automate these processes within the organisation.
SapphireOne CRM software application adapts to the Changing Electronics Industry
The present environment has led the industry to change structure and operational ways. Communication and sales have begun to rely heavily on digital, mobile and off-site meetings. Customers are wanting more engagement and the competition is fierce. CRM leaders are embracing a more digital model across marketing, sales and service practices. They are focusing on predicting customer behaviour and shaping experiences across channels through customer insights.
SapphireOne ERP, CRM, DMS and business accounting software application provides your sales team real-time access to your database via iPhone, Android device, iPad, tablet, Macbook Pro or laptop. This ensures better control and visibility into customer and supplier activities. Business can track front to back end functions for administrative, financial, inventory, standards, technical and sales support. Ultimately this will help in increasing leads and sales with quick closures. Point of Sale (POS), Inventory Management, Material Resource Planning (MRP) Supply Chain Management (SCM) and Enterprise Resource Planning (ERP) are included in the SapphireOne ERP, CRM and business accounting software application.
Click for more information regarding improvements and features within the latest release of SapphireOne CRM software application. Alternatively, contact our office on (02) 8362 4500 or request a demo.
Accounting software integration with CRM software for business (CRM) enables organisations to view their customer data in the one place. By combining both, managers have the ability to view not just contacts, but access all relevant customer information and history in the one database to maximise business efficiency and productivity.
More small-medium size businesses are realising customers are key to their success so looking for a CRM software to gain sales insights, provide marketing tools, help acquire new customers and retain their existing ones. Companies today are realising retaining current customers is more productive in time and resources than searching for new ones. This is where a good CRM software can help.
Main Features of a CRM
CRM is used for contact and lead management, tasks and sales, email tracking, campaign management, social media management, reports and dashboards and mobile apps. A CRM application ensures you capitalise on the customers you have and help in obtaining new ones via customer interactions, sales management, marketing campaigns and more. Accounting software provides you with an extra level of insight via linking all the customers’ details with their financial records. In the one datafile, you can analysis customer purchase information, billing and shipping details, see what products or services generate the best revenue and more.
Integration of the two frees up time, allows seamless real-time sharing of data between departments and more importantly for business today, stops the need for manual data entry.
SapphireOne ERP Application, CRM and Business Accounting Application power together for an all-in-one solution
SapphireOne CRM Software Solution ensures you build stronger relationships, encourage conversations and increase sales based on multiple channels. A deeper reach of client engagement is achieved by organising all interactions- emails, phone calls, appointments within the vendor, client and employee files.
Our SoftPhone technology enables users to call any number without a physical telephone. Users call between a computer and phone network and maximise administration. Fast and easy overview of inbound and outbound calls is at your fingertips as all calls made within SapphireOne are automatically logged, timestamped, with date and time in the individual files.
Integration with our ERP, DMS and Business Accounting Application ensures a 360-degree view of your customers in the one place. Sales, financials and support can be viewed in real-time to help speed up business processes, improved staff efficiency, remove duplications and errors of manual data, and ultimately save businesses time and money.
Strong cash flow is essential for any business. In today’s environment of instant transactions, accepting online payments is no longer optional. Online payments are fast, secure, and hassle-free, eliminating lengthy and often cumbersome payment processes.
To keep revenue moving, the purchasing experience must be seamless and positive. This is where the Stripe payment gateway plays a critical role, helping complete the sales process by enabling secure and flexible payment options.
Payment gateways authorise credit card payments for online retailers, brick-and-mortar stores, and eCommerce businesses. They protect sensitive card information through encryption, ensuring personal and financial details are securely transmitted between customer and merchant.
SapphireOne and Stripe Integration
SapphireOne has partnered with Stripe to introduce integrated credit card payments within Accounts Receivable. Stripe is a global payment platform that enables businesses to accept payments anytime, anywhere.
Whether using SapphireOne Client-Server for desktop processing or Sapphire Web Pack for mobile and remote access, SapphireOne ensures you never miss an opportunity to accept a payment.
Mobile and Desktop Payment Flexibility
Sapphire Web Pack allows on-the-go payment processing through any browser-enabled device, while SapphireOne Client-Server supports secure online payments within your desktop environment. Together, they provide complete flexibility for modern payment workflows.
Getting Started with Stripe in SapphireOne
Stripe payment gateway is fully integrated into SapphireOne ERP and Sapphire Web Pack for fast, seamless payment processing.
Setup Steps
Create a Stripe account or log in to your existing account
Connect your Stripe account to SapphireOne
Processing Payments in SapphireOne
Desktop (Client-Server)
Open Accounts Mode
Select Receivables from the top toolbar
Choose Client Receipt from the drop-down menu
In Payment Type, select Credit Card
Enter credit card details
Click the blue PROCESS button above Card Type
Stripe processes the payment and returns a receipt for your records
Mobile or Remote (Sapphire Web Pack)
Open Sapphire Web Pack
Go to Client Receipt
Select Credit Card from the Type drop-down menu
Enter credit card details
Click the green PROCESS button
In the Payment Process screen, choose one of the following:
Save Only – saves the payment to the database for later processing
Save & Process – saves and processes the payment immediately
Stripe will securely process the payment and return a receipt for your records.
Whether you operate a small convenience store or a large supermarket chain, the SapphireOne ERP application is designed to maximise product availability, speed up service, and minimise carrying costs.
If your business struggles with overstocking or stock shortages, it may be time to consider how the right inventory replenishment software can support your operations.
SapphireOne ERP Business Accounting Application simplifies the complexities of running a supermarket or convenience store, helping you retain full control across all areas of the business.
Even a small grocery store can carry thousands of individual products, each with different shelf lives. Both overstocking and stock shortages are costly — fresh produce can spoil, while missing stock leads directly to lost sales.
Supermarkets and convenience stores typically operate across multiple departments. Relying on disconnected accounting or billing systems often results in limited functionality and inefficiencies. To operate effectively, these businesses require a complete, centralised solution that integrates every department into a single management system.
Strong management is the backbone of any successful business. A robust business management system and ERP application helps organisations remain resilient in today’s challenging operating environment.
SapphireOne ERP, CRM and DMS Business Accounting Application is a user-friendly, fully integrated solution that delivers powerful functionality while maintaining maximum security.
The SapphireOne ERP application also enables remote access, allowing you to securely work with your database anytime, anywhere.
Key Benefits of SapphireOne ERP for Retail
Automate Your Supermarket or Convenience Store – Automation reduces manual workload and saves time, allowing you to focus on higher-value activities that drive business growth.
Inventory Management – SapphireOne ERP enables you to track stock moving in and out with precision. Easily identify high-demand items and slow-moving stock to reduce wastage and unnecessary expenditure. This supports better organisation and optimisation of warehouse and storage space.
High-Speed POS for Retail – SapphireOne ERP includes a flexible, high-performance Point-of-Sale (POS) system designed specifically for retail environments. Integrated barcode scanning delivers a cost-effective solution where speed and accuracy are essential.
Better Decision-Making – SapphireOne ERP, CRM and DMS provide intelligent, integrated insights to support informed decision-making. Business Intelligence dashboards and comprehensive reporting improve forecasting, customer service, and overall sales performance, supported by a fully integrated CRM module.
A data-driven organisation is filled with a workforce that uses data, information and skills to make more informed decisions & interactions
Data-driven organisations capture and reinforce the value of their data by constantly monitoring and measuring the pulse of the business continuously, often using automated methods and tools. Being data-driven is about capturing data and using analytics as part of the business strategy, its systems, processes and culture. It’s about creating a mindset in which analytics form the basis of all fact-based business decisions and are used by all levels of the organisation.
Share data with others
Share data with others in your organisation, Increase engagement, performance, and value of a project
SapphireOne ERP CRM DMS can help an organisation to empower people by securely and safely giving their employees direct access to data. It’s important to ensure staff do not become so focused on their operational areas that they lose sight of the bigger picture. Analytics, resources, and skills should be not limited to a few departments, everyone, from sales to marketing, IT to finance can benefit from visible and accessible data sharing.
A common convenient platform
With SapphireOne everything you share with your team is easy, convenient, transparent and seamless
SapphireOne ERP CRM DMS Application provides a common convenient platform for everyone; not just to see information from across the business, but also to collaborate. Finance can see a full history of customer interaction, which may include reasons for payment delays. Managers can see calendars, workflows, tasks, reminders and dashboards. Sales can see Available-to-Ship stock (ATS), sales results, business key performance indicators (KPI)and other metrics that need to be tracked. Purchasing staff can receive automatic stock level alerts in real-time. They can also use intelligent forecasting with SapphireOne’s Material Resource Planning (MRP) functionality to set automatic re-ordering, and analyse intelligent data of inventory demand fluctuations and trend reporting that will help to plan stock purchasing more efficiently.
A Single Source of Truth
A Single Source of Truth ensures everyone in the organisation uses the same data when making decisions
The SapphireOne ERP software solution understands what’s happening across sales, CRM, inventory, accounting, purchasing, etc and bring it all together in a single source of truth. When your employees work from the one, central source of truth and see everyone’s updates and changes in real-time, there’s no confusion about what is or isn’t accurate or which data is the most recent. Everyone works from one data set which is always up to date.
Identify your best customers
The SapphireOne ERP application has a fully integrated Customer Relationship Management system (CRM) where you can manage all business interactions with your clients, vendors, employees, and potential new customers.
SapphireOne CRM software helps your business to build strong and durable relationships with your clients, encourage conversations, and increase sale based on client data coming from multiple channels i.e. Softphone, Document Managements, Community interactions and more.
On 8th October 2018, SapphireOne will launch Version 17 at North Bondi Surf Lifesaving Club, in the Ros Packer room. We will have in attendance our testimonial clients and will be presenting examples of some of the new features and functions contained in this latest release from SapphireOne.
We are very excited to announce that we are seeing some amazing performance improvements in the large process functions in version 17. For example when processing Month End has shown up to 10 times increase in speed, which historically has been one of the more time consuming processes in the SapphireOne ERP. A 10 times speed increase is having a dramatic time saving effect and productivity improvement for our clients. When creating the monthly BAS we are experiencing up to 12 times speed increase.
Some of the new features in Version 17
WritePro – 4D Write Pro keeps offering more and more programming capabilities. Let’s say you want to programmatically change the style of a table, paragraph, or image in an existing 4D Write Pro document. With 4D v17, it’s possible! Now you can access any element or part of a document, by programming. These elements will be returned either as a collection thanks to the WP Get elements function, or as a single element with WP Get element by ID function.
GDPR – Taking effect on May 25, the General Data Protection Regulation (GDPR) imposes new privacy restrictions governing the collection and use of personal data of European Union (EU) citizens. And as a first step to help you get more insight into the GDPR law, we’re pleased to announce the first part of a GDPR dedicated guide: General Data Protection Regulation and SapphireOne and 4D.
Web Pack Security – After introducing Perfect Forward Secrecy, the security level of Sapphire Web server has been increased again with the support of HTTP Strict transport Security (HSTS). Henceforth, Sapphire Web server is compliant with the very latest security protocols. Simply upgrade to Sapphire v17 and enable HSTS to get the A+ ranking (the highest level) from SSL Labs for your Sapphire Web Pack.
It is vital for managing all financial aspects of your day to day business activities.
You can perform basic accounting tasks such as generating financial reports, invoicing, tracking income and expenses. Accounting software manages your financial data and analyses sales performance and cashflow which ensures you make informed decisions.
All organisations have to perform a number of tasks to make their company financially successful, ERP Accounting software is an essential investment for any business large or small.
SapphireOne ERP CRM DMS Accounting software is designed to help companies introduce accounting accuracy to achieve peak financial performance. SapphireOne ERP CRM DMS is built to comply with international accounting standards and principles, providing comprehensive reporting functionality to assist in reviewing company performance. SapphireOne ERP CRM DMS is a unique accounting software.
Managing Cash Flow – One of the biggest challenges for any business is to manage cash flow efficiently, organisations and business owners need to keep records of all the cash coming in and going out of the business. SapphireOne ERP CRM Accounting software enables business owners to manage their business cash flow management of expenditure and keeps track of the financial status of the company easily.
Invoice Tracking with DMS – Invoice tracking is very important for any organisation’s success. SapphireOne’s in-built document management system (DMS) allows you to attach all supporting documentation by simply clicking on SapphireOne’s paperclip in any related transaction and ensures easy invoice tracking.
Time Saving and Accuracy – SapphireOne ERP Accounting software quickly performs different tasks such as invoicing, sending payment reminders, paying vendors, reconciling bank accounts and generating reports. SapphireOne ERP accounting software provides fast and accurate information. SapphireOne provides a clear and accurate view of the financial standing of your organisation to assist you in managing your business and making informed decisions.
Accounts Receivable – The Accounts Receivable module in SapphireOne’s accounting software is for the entry of all transactions that are involved with Income for the organisation. This may be through Cash Sales or Client Invoices etc. Client accounts are managed efficiently with customer tracking, invoice management, activity analysis, receipt and cash receipt processing.
Accounts Payable – The Accounts Payable module in SapphireOne’s accounting software handles all transactions that are involved with the payment of vendor invoices for the company, this includes the tracking of cash, credit card and eft and other types of payments.
Financial Reporting – SapphireOne ERP CRM DMS accounting software has comprehensive reporting functionality which allows you to analyse all aspects of your financial accounts. Designed with flexibility in mind, SapphireOne reports can be designed to meet your requirements and can be sorted by multiple criteria with numerous levels of details to choose from. Strong reporting tools are essential to your organisation and are fully integrated within the SapphireOne ERP CRM DMS Accounting Software application suite.
In the first weeks following the commencement of Single Touch Payroll (STP), SapphireOne clients were already successfully meeting the new Australian Taxation Office (ATO) reporting requirements.
During July 2018, three SapphireOne clients processed their regular pay runs and successfully lodged their first Single Touch Payroll events for the new financial year. A growing number of other SapphireOne clients also completed their first STP lodgements within the first week of the framework becoming operational.
From 1 July 2018, the ATO made Single Touch Payroll mandatory for businesses employing 20 or more staff. SapphireOne had been certified as a Single Touch Payroll–enabled solution on 1 May 2018, ensuring clients were prepared ahead of the compliance deadline.
Understanding employer obligations in 2018
To determine whether Single Touch Payroll reporting was required from 1 July 2018, employers were required to assess their workforce size as at 1 April 2018:
Employers with 20 or more employees were classified as substantial employers and required to commence STP reporting from 1 July 2018.
Employers with 19 or fewer employees could continue reporting voluntarily until 1 July 2019, after which STP reporting would become mandatory for all employers, subject to legislative changes.
How Single Touch Payroll works
As part of the Single Touch Payroll process, payroll data is transmitted directly to the ATO at the time a pay run is completed. The ATO matches this information against employer and employee records, significantly reducing end-of-year compliance requirements.
Under STP, businesses were no longer required to issue traditional payment summaries at the end of the financial year. Instead, employee income statements became available directly through myGov, as payroll information had already been reported progressively throughout the year.
Key aspects of Single Touch Payroll reporting in 2018 included:
Reporting at each regular pay cycle (weekly, fortnightly, bi-monthly, or monthly).
Submission of minimum reporting data with each pay event to ensure successful lodgement.
Reporting year-to-date values for each employee, including gross wages, allowances, deductions, and PAYG withholding.
For employers who fell within the substantial employer category and had not yet implemented an STP-compliant solution in mid-2018, reviewing payroll systems became a priority to avoid compliance risks.
With integrated Payroll and HR functionality, SapphireOne enabled businesses to meet Single Touch Payroll requirements while maintaining seamless links to accounting, human resources, and reporting processes.
At the end of financial year whether you are in Australia, New Zealand or anywhere in the world, all companies have tax obligations. The requirement to produce your Profit & Loss and Balance Sheet at the end of the financial year is mandatory for all businesses and organisations.
A financial year (or fiscal year, or sometimes budget year) is the period used by governments and their tax agencies for accounting and budget purposes, which vary between countries. It is also used for financial reporting by business and other organizations. Laws in many tax jurisdictions/countries require company financial reports to be prepared and published on an annual basis, but generally do not require the reporting period to align with the calendar year. The End of Financial Year (EOFY) is the date that marks the end of the financial year.
The calendar year is used as the financial year by about two thirds of publicly traded companies in the United States and for a majority of large corporations in the UK and elsewhere, with notable exceptions being in Australia, New Zealand and Japan. In Australia the End of Financial year generally falls on June 30th, New Zealand ends their financial year on March 31st. Some organisations and companies follow the USA end their financial year which is often on the same day of the week each year, for example, the Friday closest to 31 December. Under such a system, some fiscal years will have 52 weeks and others 53 weeks.
Taxation laws generally require accounting records to be maintained and taxes calculated annually, which usually corresponds to the financial year used by the government. The calculation of tax on an annual basis is especially relevant for direct taxation, such as company income tax. Many annual government fees and levies—such as Council rates, licence fees, etc. are also calculated on a financial year basis, while others are charged on an anniversary basis.
Many educational institutions have a financial year which ends during the summer to align with the academic year (and, in some cases involving public universities, with the state government’s financial year), and because the university is normally less busy during the summer months. In the northern hemisphere this is July to the next June. In the southern hemisphere this is calendar year, January to December. Some media/communication-based organisations use a broadcast calendar as the basis for their fiscal year.
Whatever the size of your business and tax obligations, you must report and pay any amount due to the ATO, this includes Superannuation and GST, VAT or Sales Tax reporting. It is essential to lodge tax return accurately in order to achieve the maximum business offset and possibly even receive a tax refund.
By managing everything from Financial Reporting, Inventory Control, Assets, Job Projects, Payroll/HR to Bank Reconciliations, SapphireOne ERP CRM DMS can give you more time to do the things that matter, such as developing new strategies and thinking in your business or organisation.
SapphireOne helps you to prepare and lodge tax return
SapphireOne helps you calculate GST and seamlessly lodge your Business Activity Statement (BAS) Standard Business Reporting (SBR2), pay employees and track your PAYG and Superannuation.
SapphireOne ERP CRM DMS can generate comprehensive reports to help you prepare and lodge tax return. Effortless reporting of SapphireOne can help you to get the right data at the right time including Year to Date (YTD) financial reports, PAYG payment summaries, Profit & Loss and Balance Sheet reports.
The Australian financial year typically starts from 1st July and ends on 30th June. The 30th June is also known as end of financial year when businesses start preparing their financial reports in order to submit their financial position to the Australian government. In New Zealand the end of financial year is on 31st March, in the United States of America the financial is typically the last Friday of December.
Documents needed for end of financial year
A range of documents are needed to assess the tax obligations of your business such as Income Statement, (also known as the Profit and Loss P&L) and Balance sheet.
The objective of financial statements is to provide information about the financial position, performance and changes in financial position of an enterprise that is useful to a wide range of users in making economic decisions. Financial statements should be understandable, relevant, reliable and comparable. Reported assets, liabilities, equity, income and expenses are directly related to an organization’s financial position.
Countries over time have developed their own accounting methods and principles, making international comparisons of companies difficult. To ensure comparability and uniformity between financial statements prepared by different companies, a set of guidelines and rules are used. Commonly referred to as Generally Accepted Accounting Principles (GAAP), these set of guidelines provide the basis in the preparation of financial statements.
SapphireOne ERP CRM DMS can support unlimited number of companies in unlimited tax jurisdictions in one data file. SapphireOne also support multiple foreign currencies and unlimited number of foreign bank accounts, supporting all your foreign exchange (FX) requirements.
Income statement / Profit and Loss (P & L)
The Income Statement or Profit and Loss (P & L) measures a company’s income and expenses during a specified period of time. A profit and loss statement provides information on the operation of the enterprise. These include sales and the various expenses incurred during the stated period.
The Income Statement is one of the most important financial statements a business or organisation issues annually, along with the balance sheet and the cash-flow statement.
SapphireOne ERP CRM DMS has the ability to run the current year versus last year reports, or if required up to ten years historical data on the one report.
SapphireOne also has the ability to copy last year’s actual general ledger balances into the current year’s budget.
Balance sheet
The company Balance Sheet represents company’s financial position, which is important at the end of financial year. The Balance Sheet outlines the total assets, liabilities and owner’s or stockholders’ equity at a specified point in time. Assets the business owns, such as vehicles, plant and equipment, property, intellectual property and cash in the bank are included on the Balance Sheet, depreciation of these assets is included on the Income Statement (P&L). Liabilities include your creditors, payroll obligations such as employee’s annual, carer and long-service accrued leave.
SapphireOne ERP CRM DMS financial reporting has the ability to export data to spreadsheet and also import data to the general ledger budget via the Sapphire API gateway.
SapphireOne Free Single Touch Payroll has been whitelisted and certified for STP (Single Touch Payroll) using the SBR2 (Standard Business Reporting) Portal with the Australian Taxation Office. All SapphireOne clients on current support plans will be given Single Touch Payroll and SBR2 connectivity with the SapphireOne application.
What’s Changed
Single Touch Payroll (STP) aligns your reporting obligations to your payroll processes.
You will report to the Australian Taxation Office (ATO) each time you pay your employees. Your pay cycle does not need to change. You can continue to pay your employees weekly, fortnightly or monthly.
The information you send the Australian Taxation Office (ATO) will include your employees’ salaries and wages, allowances, deductions (for example, workplace giving) and other payments, pay as you go (PAYG) withholding and superannuation information.
Employers with 20 or more employees – You need to start reporting pay events to the Australian Taxation Office through Single Touch Payroll from 1 July 2018.
Employers with 19 or less employees – From 1 July 2019 STP will be mandatory, subject to legislation passing in the Australian Federal parliament. You can choose to report through STP before 1 July 2019.
How Free Single Touch Payroll benefits users of SapphireOne
Employers will no longer be required to submit an annual PAYG report to the Australian Taxation Office
Employees will be able to view their payment information in ATO online services, which they will access through their myGov account.
New employees will have the option of completing TFN declarations and Super Choice forms online.
Businesses will reduce administrative burdens and costs (other software providers are charging for this service on a pay event or per employee rate)
Certification to ISO 27001 Information Security Standards provides you with an independent endorsement that your commitment to protecting crucial information security meets international standard.
ISO 27001:2013 Security Certification
The ISO 27001 standard requires a systematic examination of security risks, threats, vulnerabilities and their impact. SapphireOne has achieved the certification process by demonstrating that a comprehensive system of information security controls and management processes has been implemented. These processes ensure the information security controls continue to meet the organisation’s requirements on an ongoing basis.
SapphireOne’s compliance with this important industry certification demonstrates that SapphireOne develop, implement, train, maintain and support an enterprise resource management application as per ISO Standards, and maintain the requirements of :-
Confidentiality – Ensuring that information is not made available or disclosed to unauthorised individuals, entities or processes.
Integrity – Maintaining the consistency, accuracy, and trustworthiness of information over its entire lifecycle.
Availability – Ensuring that information is both accessible and usable upon demand by an authorised party.
SapphireOne has proudly sponsored the Australian National Alpine Team member Jack Adams of Bondi Beach for competing at the World Junior Championship in Davos, Switzerland.
Jack at World Junior Championship Alpine Skiing in Davos, Switzerland 2018Jack with Coach Raphael Galler
The 19-year-old was chomping at the bit to compete in the Super G, Slalom, Giant Slalom and Alpine Combined events at the 37th World Junior Alpine Skiing Championships, held between 30 January to 8 February 2018 in Davos, Switzerland.
The championships included men and women’s downhill, super-G, alpine combined, slalom, giant slalom and a mixed team event. On the morning of 30th January there were 1,000 participants from all over the world in Davos for this skiing event. SapphireOne is delighted to announce that Jack is the only athlete from NSW on the Australian Team for the Championships. To get to these championships, Jack won the Australian National slalom title last year in both the under-21 and open championships read the story.
Jack was awarded the Ben Lexcen Sports Scholarship at UNSW, where he will study engineering and commerce this year. Just three scholarships were awarded to new students out of more than ninety applicants.
Jack Adams at Davos, Switzerland
The scholarship aims to help athletes continue to excel at their sport while also supporting their academic accomplishments and endorsing development of well-rounded future leaders.
SapphireOne congratulates Jack for being selected to compete in this World Junior Championship event. It’s truly amazing to witness first-hand the growth of Jack’s progress in skiing. SapphireOne is pleased to contribute to Jack’s progress and confident that he will continue to more success, we are excited to see what 2018 has in store for Jack.
SapphireOne delivers world class ERP, CRM & Business Accounting Software. Our relationship with our clients is unique, we work with them as a team.
For a sneak peek at the full capabilities of an ERPCRMAccounting Software check out SapphireOne and request for a live demo, its everything you’d ever need to make management a breeze.
Using Accounting software in your business helps to not only manage your financial transactions, it can also help to avoid the common mishaps that can happen using manual accounting methods.
Business Accounting software helps you utilise your resources in an effective way. The accuracy that it ensures helps the organisation to avoid common errors and thereby impacting your business in a positive way. Accounting software brings efficient data entry and the information gathered, allows you to make more informed decisions.
So, an Accounting software package that best suits your organisation, is of significant importance. Selecting the correct Accounting Software to suit your business can not be done in a day and you also have to keep up with the trends due to evolving technology and needs.
5 Tips for Selecting the correct Business Accounting Software Package
Business Needs – Decide on the kind of accounting software that best addresses your business needs, Online or Offline. Talk to your employees and know what they are expecting from the accounting software. It is very important to know the key features and requirements employees are looking for in a Business Accounting software package. Make a list of their recommendations and find out what is the best possible software available in the market based on these recommendations.
Budget – Everything depends on the budget, so it is important to decide on your budget early. Inquire about the hidden costs like maintenance, upgrades and additional services.
Research – After deciding on your requirements and budget, it’s time for some research. Ask your partners, suppliers, distributors and employees if they know anything about a particular software. Check out some software blogs, read the client testimonials, reviews and do the price comparison. Shortlist the best available software for the organisation.
Features – Inquire about the common features of the business accounting software and cross check it with your accounting needs. Ask them what is the unique selling point of their product and how their software can add value to your business. Inquire about access controls to the data and how much training is needed to be proficient with the software package.
Demonstration & Post-Installation Support – Request a demonstration of the software and bring all the key people involved in accounting for that demonstration. Let the employees contribute and voice their opinions on whether they feel the business accounting software package will meet their needs. Do some sample transactions for invoicing or payroll to check the efficiency of the software. Inquire about the post-sale and post-installation support for the software.
Managing your Supply Chain is a process that starts from the raw materials and the inbound logistics all the way to the outbound logistics. While supply chain management concepts have received increased attention, the key to an efficient supply chain is to make sure that the process runs as smoothly as possible.
Supply chain management is recognised as the management of key business processes across the network of organisations that supply you. Without an efficient supply chain, there would be many bottlenecks in the process.
One needs to follow through each and every step of the process and make sure that things go efficiently and smoothly. ERP Accounting plays a significant function in supply chain management, however recent studies have shown how your business can be affected by the management of supply chain and distribution.
The ERP accounting system do in supply chain management
Accounts Payables
The amount of cash that flows out of the company in exchange for goods or services from another person or company is the accounts payable. With accounting, we can organise and track the payments to vendors efficiently. An ERP accounting system allows a business to keep track of all types of financial transactions and is capable of generating reports that provide management with specific information to aid in the decision-making process.
Accounts Receivables
Accounts receivable allows you to track invoices for payment, that your clients have ordered but not yet paid for. It helps in managing your accounts efficiently with customer tracking, invoice management, activity analysis, receipt and cash receipt processing.
For a successful supply chain, you need data, records, reports, analysis, accurate accounting information about your assets, liabilities and profits. This is why ERP Accounting plays a crucial role in supply chain management.
SapphireOne ERPCRMBusiness Accounting Software purpose is to provide an accounting system with a framework to be used in implementing supply chain management and logistics. The objective is to establish a common strategy for the SCM with common aims across multiple accounting software companies.
Logistics and supply chain management are now firmly established as analytical business practices. Many companies have appointed expert accountants who are responsible for ensuring the cost-effective operation of the end-to-end pipeline that link the supply side of the business with the end market. The practice of logistics and Supply chain management is an evolving process even though the underlying ideas have been around for a while. Logistics and supply chain management play an important role in achieving a competitive advantage. Supply chains today operate in a world where the rate of change continues to increase. There is a need to develop logistics and supply chain solutions that are flexible and capable of adapting quickly to changes in the business environment.
For a sneak peek at the full capabilities ERP, CRM, Accounting Software, Human Resources, Payroll, Assets and Document Management, check out SapphireOne and request a live demo, it is everything you’ll ever need to make your company management a success.
This allows you to import all your historical activities without spending hours of tedious data entry that could introduce new errors. It is difficult to maintain relationships between different data sets. SapphireOne allows you to pre-establish links and relationships between the data as it is imported.
The SapphireOne Application permits you to import data from any accounting software to SapphireOne ERP Software. If you want to only import Accounts, Contacts, Leads, Solutions or any of your custom object records, you have the option to use the SapphireOne API tool to do so.
Migration of your data from legacy systems or accounting software applications that you have outgrown is simple to do.
Getting Started
Now you’re ready to start importing your legacy systems or accounting software that you have outgrown into SapphireOne, just upload your legacy data into the SapphireOne Application.
Data exists in many formats so it is important to understand what data formats SapphireOne supports.
SapphireOne currently supports CSV, tab delimited and XML files. Any data not in these three formats will need to be converted to these formats prior to loading into SapphireOne.
For a sneak peek at the full capabilities of an ERP, Business Accounting Software, CRM system check out SapphireOne and request for a live demo, its everything you’d ever need to make management a breeze.
A CRM software system can give you a well-defined overview of your customers. You can see everything in one place – a simple, customizable dashboard that can tell you a customer’s former history with you, the status of their orders, any exceptional customer service issues and many more insights. Anyone can use a CRM Software to better understand the pipeline of sales or prospects coming in, making forecasting simpler and more accurate. You will have a clear path from inquiries to sales or prospects, making forecasting simpler and more precise.
There are many CRM Application companies in the market, but what makes SapphireOne unique from the competition is that it is an integral part of the ERP Solution and therefore accelerates user productivity.
The CRM application handles all contact, service and technical support. It also includes Calendar, Recording of Calls, Notes, Softphone and Document management. The CRM system is a very comprehensive tool, that has an enormous number of features and functionalities. It allows your user community to connect your company via any device that is browser enabled.
How CRM Software improve business processes
Benefits of CRM Software functionality
Stronger Client Relationships – It is impossible to grow a relationship when you are unaware of the needs of your customers. Customer Relationship Management system helps your business collect and manage your customer’s information, sales leads, suppliers, vendors and other business related information. CRM helps you in maintaining relationships with your customers.
Improve the simplicity of business – CRM Systems gives your business the ability to move away from multiple tools like spreadsheets, that do not perform entire functionality but drop diminutive information into a diversity of areas. CRM provides access to customer’s preferences, purchase histories, interactions and past contacts. This increased amount of information makes it easier for your company to create a sales pipeline.
Increase team synergy – Most companies have their business outlined by a strategic plan. Within these boundaries, there are internal and external staff assigned to provide support, products, services to businesses. CRM application consider the challenges faced across your company and helps you proactively advance both the customer relationship and your business goals concurrently.
Improve efficiency in serving clients/vendors – A Customer Relationship Management System (CRM) provides a range of communication services to help your sales, marketing and service resources to manage and improve your business contacts and relationship with your customers. A CRM System helps you to improve the routine, competence and viability of your business, promotion and customer service function.
Greater Staff satisfaction – Company staff who are satisfied with their assurance to communal responsibility have optimistic views about their employer in several other significant areas – including its intellect of way, affordability, reliability, interest in their well-being and employee engagement.
Increase revenue and profitability – Customer Relationship Management (CRM) is a good way to increase your revenue and competitive advantage. The CRM system is a way to track and manage customer information, customer interactions and customer preferences. It helps to make the whole customer service experience smoother while also building increased revenue and a competitive advantage. Using CRM will make it easier to convert sales, build long lasting relationship and communicate better with your customers.
Cost Savings – CRM applications improve business processes and assist in staff making informed decisions through faster access to and retrieval of information. CRM Systems save staff time and reduce costs by handling all documents in one integrated ERP/CRM file.
A CRM integrated with your Accounting ERP application will help your organisation generate new business and strengthen client loyalty. SapphireOne CRM system goes beyond traditional accounting software. Reach a deeper level of client engagement by organizing all interactions – emails, phone calls, appointments in a centralised database.
Vendor Requisitions in SapphireOne were designed to provide a controlled and efficient way for staff to request goods or services that were not held in warehouse inventory, or where services needed to be arranged through external suppliers.
Rather than placing orders directly, Vendor Requisitions allowed users to submit requests through the SapphireOne ERP system, ensuring that purchasing decisions remained subject to appropriate review and authorisation. This approach supported stronger internal controls while still giving staff the flexibility to request what they required to perform their roles.
Centralised Request Management
Any authorised user could enter a Vendor Requisition for goods or services required from one or more suppliers. A single requisition could include items supplied by different vendors, allowing purchasing officers to review requests collectively and consolidate orders where appropriate. This helped reduce duplicated purchasing, minimise freight costs and improve overall procurement efficiency.
Once entered, requisitions flowed through SapphireOne’s approval process, ensuring that only users with the appropriate authority were able to convert approved requisitions into Vendor Orders.
Recommended Requisition Practices
Within SapphireOne, it was recommended that a designated employee—such as a Purchasing Officer—be responsible for reviewing and approving Vendor Requisitions. This ensured consistency in purchasing decisions and maintained accountability across the procurement process.
It was also important that inventory items were correctly linked to their respective Vendor IDs and that accurate cost pricing was maintained within SapphireOne. Doing so ensured that requisitions, once approved and converted into orders, reflected correct supplier and pricing information.
The accompanying video demonstrated how to enter a Vendor Requisition, which was the first data entry function available under the Purchases menu in Inventory Mode. The demonstration showed how Vendor Requisitions fit into the broader purchasing workflow within the SapphireOne ERP, CRM and Accounting Software solution.
The Allocation Inquiry in the Receivables section of SapphireOne provides a structured and efficient way to manage how client receipts and credits are applied to outstanding invoices. This function plays a critical role in maintaining accurate client balances and ensuring that receivables are correctly reconciled within the system.
Located within the Accounts module, the Receivables Allocation Inquiry screen is similar in appearance and behaviour to a Transaction Inquiry screen, making it familiar and easy to use for existing SapphireOne users.
Allocation Inquiry in Receivables
The Allocation Inquiry function provides visibility across all client receipts and credits, whether they are unallocated, partially allocated, or fully allocated. When a client receipt or client credit is entered, SapphireOne automatically recognises that an allocation is required and immediately presents the allocation screen. This screen is initially filtered to the relevant client, allowing allocations to be completed at the time of entry.
The primary purpose of the Receivables Allocation Inquiry is to allocate client receipts and credits against invoices that have not yet been fully allocated. This ensures that outstanding balances are kept accurate and that client accounts reflect the true state of their receivables position.
Displaying and Managing Existing Allocations
The Allocation Inquiry screen may also be used to review transactions that have already been allocated. By searching for a specific client ID, users can locate receipts, credits, and invoices that are fully or partially allocated.
Where required, previously allocated transactions may be un-allocated and re-allocated, provided the transaction remains unposted. This functionality is particularly useful when corrections are required or when allocations need to be adjusted due to changes in payment instructions or client arrangements.
What the Videos Demonstrate
The accompanying videos provide a practical demonstration of Allocation Inquiry within the Receivables menu.
The first video illustrates the core allocation process, showing how a client receipt is allocated to an outstanding invoice by selecting the relevant invoice and confirming the allocation. This demonstrates the simplicity of completing standard allocations within SapphireOne.
The second video expands on this by demonstrating Allocation Inquiry in greater detail. It shows how client receipts can be allocated in full, partially allocated, or split across multiple invoices. The video also demonstrates how completed allocations can be reviewed from Transaction Inquiry, allowing users to clearly see how receipts have been applied across one or more invoices.
Together, these videos reinforce how Allocation Inquiry supports both day-to-day receivables processing and more complex allocation scenarios.
