Tag: CRM

TSPlus Remote User Access for Flexible ERP Connectivity
Integrating TSPlus with SapphireOne gives users simple, secure access to the full SapphireOne Client Server through a web browser. This enables remote offices and distributed teams to work productively from anywhere in the world.

SapphireOne users can already access functionality via WebPack. TSPlus extends this by providing remote desktop access to the full Client Server, making it ideal for teams who require complete application access rather than browser-based workflows alone.

Why TSPlus for SapphireOne?

TSPlus is a cost-effective alternative to Microsoft Citrix/RDS, well suited to small businesses through to large enterprises that need reliable remote access without complexity.

Key benefits include:
1. Remote Desktop Access – Turn Windows 7–10 Pro and Windows Server 2008–2019 into a Citrix-style terminal server.
2. Web Browser Access (HTML5) – Access Windows applications and desktops securely from any modern browser, on any device.
3. No Client Installs – Use computers, tablets, or mobiles without installing plug-ins or apps.
4. Supports Remote Offices – Create seamless work-from-home and remote office environments quickly.
5. Secure Web Tunnel – Built-in HTTPS and SSH servers with tunnelling and port forwarding over HTTP/HTTPS.
SapphireOne also integrates with a wide range of APIs and partners—including Shopify, WooCommerce, PayPal, Stripe, ATO, MailChimp, Australia Post, Move It, Brandscope and Oanda—ensuring TSPlus fits neatly into a broader connected ecosystem.

Client experience: Bordo International

We spoke with Bordo International about their experience using TSPlus with SapphireOne.

Why TSPlus?

“We have an office in Europe and previously used Citrix to access SapphireOne remotely. The setup was fragile and required constant fixing, plus additional Windows Server licences. When COVID lockdowns hit and more staff needed remote access, we had already switched to TSPlus—which made a huge difference.”

How is TSPlus used?

“Primarily for easy remote access to the SapphireOne Server. The add-ons are excellent—Advanced Security, Two-Factor Identification, and the Virtual Remote Printer. Printing opens a PDF in the browser, which is incredibly convenient. The TSPlus support team has also been great.”

User experience

“Very straightforward. With the HTML5 client there’s no complex software to install—just a web browser.”

Main benefits

“Lower cost than Citrix, no complex Windows server setup or licences, easy installation. Overall it’s made managing remote server access much easier.”
— James Brown

In summary

TSPlus provides SapphireOne users with:
- Secure, browser-based access to the full Client Server
- A simpler, more affordable alternative to Citrix/RDS
- Scalable remote access for global teams and remote offices
For more information on how you can implement TSPlus, 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!
April 1, 2021
How ERP and CRM Integration Drives Unified Business Processes
ERP and CRM integration allows departments and systems to talk with each other to increase profitability and sales. A Customer Relationship Management (CRM) system provides transparency, better qualified leads and manages valuable customer interactions. It also stores valuable information from your marketing department. Marketing develops new customer relationships through content, digital marketing and management, sourcing and nurturing leads etc. This helps with brand awareness and increasing your market share.

On the other side, your ERP system manages the back-end processes from accounts, operation and human resources departments. These include order placement, tracking, billing, shipping, accounting and supply chain details. So why integrate these systems and departments together?

Benefits to your bottom line of an ERP and CRM integration
1. Reduction in data entry and improved efficiency – One centralised location for your data ensures any updating of information from accounts, operations, sales or marketing is only entered once. This saves you time and money as these mundane tasks are often labour-intensive. Combining your CRM and ERP automates and manages processes through workflows, which enhances your efficiency by simplifying them.
2. Stronger Visibility, Forecasting and Accuracy – Your sales reps need to be able to access on-the-go, real-time data. Errors are reduced when they can enter a quote or order in the one system. The ERP system allows the sales rep to look into current inventory and costings for these quotes. The CRM stores promotional and marketing activities which can be accessed whilst on the road to obtain true, accurate quotes. Customer interactions and sales documentation can be produced quickly increasing visibility and efficiency. By integrating both, staff gain access to the whole picture to assist with sales and forecasting.
3. Complete 360-degree view on your customers – A complete view of your customers provides better insights for building lasting relationships and determining where there is potential for future growth. Fast and consistent up-to-date data enables better analytics and reporting. This helps to effectively market and track changes in your customers preferences, profitability, and loyalty.
4. Cross-Departmental Collaboration – Departments have different functions within the business and can sometimes discourage collaboration and sharing of information. This ends up making data accessibility a challenge and duplication a problem. When departments talk to each staff are able to access real-time data, view all relevant key facts, so they can work towards achieving the company’s goals.
How They All Work Together

Both ERP and CRM systems improve efficiencies in business processes which in turn strengthens your business. A CRM system coupled with marketing drives sales; an ERP system manages customer information once the order has been placed to reduce overall costs.

With one source of truth, management has an overview in real-time of the business, what is happening in every department. This is extremely important for growing companies and companies who want to scale. A single source of all data and transactions contains contact details, shipments, credit history for quotes, orders and any other customer service interactions. This ensures anyone from sales, marketing, accounts or operations can access a complete history of the customer when required. Business workflows will be enhanced which ultimately improves revenue generation, reduces costs, and provides management with more insightful and useful reports.

Click for more information on ERP and CRM systems and the latest release of SapphireOne ERP, CRM, DMS and Business Accounting Software Application. Alternatively, contact our office on (02) 8362 4500 or request a demo.
July 26, 2019
Using ERP Software and Technology to Drive Sales Growth
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
1. 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.
2. 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.
3. 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.
4. 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.
5. 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.
6. 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.
7. 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.

Click for more information on SapphireOne ERP, CRM, DMS and Accounting Software and features. Alternatively, contact our office on (02) 8362 4500 or request a demo.
May 14, 2019
10 Different Ways to Save Time and Money Using Modern ERP Accounting Software
Organisations look out for ways to improve their productivity, save time, save money and manage their overall business. Enterprise Resource Planning is a management tool that manages all data in the organisation. ERP in the recent times has been an important factor for the business growth. It streamlines the processes and improves the organisation’s performance. ERP Accounting Software has been utilised in various accounting tasks of payroll, inventory management, purchasing, sales etc. ERP Accounting Software saves a lot of time and money for the company.

How to save time and money using Modern ERP Accounting Software
- Employees prefer mobile accessories over the age-old desktops. Availability of a modern ERP accounting software helps the employees to work from anywhere, for example they can generate electronic invoices on the go and save time.
- Forecast the financial growth of your company effectively using ERP accounting software. Forecast your daily, monthly or annual sales. With the use of ERP accounting software, the employee can easily forecast the inventory needed based on the previous trends.
- Retrieve information whenever you want, make real-time decisions and improve performance using ERP accounting software. Modern ERP Accounting has helped to integrate accounting software with smartphones and tablets making the data more accessible.
- Cut your company’s operational costs using ERP, with the maintenance of data at a centralised place it helps in streamlining the functions of various departments in the organisation. Making your operations paperless will save you money.
- Reduce the unnecessary costs that are involved due to delayed decisions using ERP accounting software. Don’t get delayed in tax filings, calculations etc.
- Payslips, statements, invoice reports, maintenance bills etc. can be generated on the go with ERP, saving you lot of time and money.
- ERP makes Account Management easy for the employees with readily available data. Improve the productivity of the employee using ERP, thereby improving the performance of your company.
- Manage the inventory effectively and minimise your maintenance costs using accounting software.
- Stay ahead of competitors using the ERP software. Manage the company’s audits, integrate with the government tax systems using ERP.
- Protect your company’s confidential financial information and financial performance using ERP accounting software. It keeps all transactions safe by customised access to the company’s data.
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.d request a live demo, it is everything you’ll ever need to make your company management a success.
February 26, 2018
The Future of Enterprise Resource Planning (ERP)
Technological changes are growing at a rapid pace and the minute we buy a new software there comes a more sophisticated one. It’s a challenging situation both for the employees and employers and the companies are realising the importance of staying updated with the latest trends.

Enterprise Resource Planning helps the companies to make effective and real-time decisions thereby strengthening the organisation’s profit. There are many factors that can influence the future of ERP. A leader in providing Accounting Software, Payroll Software, CRM Software, ERP software.

SapphireOne believes that the following factors will play an important role in the future of ERP.
- User-friendly Enterprise Resource Planning System – Employees are looking for a more user-friendly Enterprise Resource Planning system that will solve their practical problems. Companies are developing Enterprise Resource Planning software with superior architecture and slick designs. The demand for a pro-active and next-gen Enterprise Resource Planning system is never-ending. This puts a lot of pressure on the ERP suppliers to give the customer the swiftest and most attractive Enterprise Resource Planning software. Today’s workers are better equipped to face the technological changes and they should be supplied with the best Enterprise Resource Planning.
- Mid-market ERP – It’s the era of ‘Smart’ products and today’s employees want to use their Enterprise Resource Planning technology anytime, anywhere. Nowadays companies are opting for accessories that they can use on the go, like opting for mobiles over desktops. Mid-market ERP solution gives you uninterrupted access to your data and in turn influences the decision makers. For Example, business people need an Accounting software that helps them save time by making invoices on the move.
- Customisation – Mid-size organisations are in need of a customised ERP software that will easily help them in managing operations, sales, accounts, inventory etc. The mid-size companies are looking for a cost-effective Enterprise Resource Planning that is user-friendly and that will help them to compete with the bigger organisations. For example, many businesses need a Document Management System to maintain their records easily and keep them updated.
A challenge for the suppliers is to come up with a flawless Enterprise Resource Planning software that can be easily integrated and easily implemented. SapphireOne provides the clients with most savvy and smooth ERP, CRM & Business Accounting Software. Seize the benefits of SapphireOne ERP software.
February 23, 2018
Why API Tools Matter for Business Integration and Efficiency

Business leaders increasingly understand the potential of API’s, but still too few understand the need for API Tools. An API Tool is a necessity in today’s digital world. API stands for Application Protocol Interface. An API is a software intermediary that allows two applications to talk to each other. Therefore, a good API makes it easier to develop a program by providing the building blocks for communication. API Gateway is a powerful tool that provides an efficient, accurate, and cost-effective method for CRM data integration from your web portal to your software, or online database. Integration with an API system saves time and improves your efficiency. Application Protocol Interface make data available for use by apps and the developers that create them. They allow enterprise assets to be accessed by apps, and they are the tool that enterprises use to add a digital layer to their interactions with customers, employees and partners.

In the simplest terms, Application Protocol Interfaces are sets of requirements that control how one application can integrate with another. APIs aren’t at all new, whenever you use a desktop or laptop, APIs are what makes it possible to move information between programs – as an example by cutting and pasting a snippet of a document into an Excel spreadsheet. System-level APIs makes it possible for applications to run on top of an OS like Windows, Mac and other OS’s. APIs are important for business because they allow programmers to build amazing tools that help us do our jobs more effectively.

How API’s work

There are many big companies like Oracle, Microsoft, SAP that provide API tools. The SapphireOne API tool improves efficiency and saves on manual data entry. Some examples are Electronic Data Interchange (EDI), Finger Print scanning, Scanning Barcodes and integration with Brand Scope. The Barcode API detects barcodes in real-time on multiple devices. With clever use of this Application Protocol Interface, you can automate various commerce, business, and publishing tasks and can integrate all kinds of apps with our platform. Entering data by hand (typing it in) is likely the most common and least efficient way to get data into a database. We won’t discuss this here. Instead, we will focus on other automated or real-time methods of getting data into databases.

In a similar way, if you use SapphireOne ERP, CRM & Business Accounting Software, you can automatically import your data to the SapphireOne application. Manage an unlimited number of data sources, import templates, interfaces, product templates and data entry jobs. With the help of API interface, product data can be transferred directly to different tables and there by updated as needed. Product data can be imported from one or more data sources and this allows the regular maintenance of this data in the Database. All transfer settings and the selection of the desired products within an Application Protocol Interface export profile can be made via filters and other options.

API is a software functionality which saves time as well as money. It can import and export data both ways, unlimited data in just one click. It’s very easy to convert all provided data to or from common text and XML formats. The API Tool allows you to upload, list, delete and get uploaded files as well as list unlimited data sets.

For a sneak peek at the full capabilities of an ERP CRM Accounting Software check out SapphireOne and request for a live demo, its everything you’d ever need to make management a breeze.
January 8, 2018
Complete Audit Trails Provide Accountability and Record Integrity

In SapphireOne all transactions that are not current are moved into a historical record which includes a complete audit trail for each and every transaction. In utilities mode there is a special function named audit trail which allows the user complete audit style tracking of all transactions in the system.

SapphireOne’s Complete Audit Trail of Historical Records

SapphireOne system provides a complete Audit Trail of Historical Records for every transaction.

Tracking the Employees Transactional Activities

All users have a log file which records what they do and when they do it, so that any alterations made to financial records are recorded in their log file as well as in the transaction itself.

In Addition, any general ledger account that is a bank account receives specific attention in the SapphireOne system. Any changes made by employees to these banking general ledger accounts are stored in a special log file that is unable to be altered by anyone, even those with administrative privileges. This record is not modifiable by any user and will remain a permanent part of the data file.

Better Risk Management

Large problem in the data file management is accidental or deliberate deletion of records from the data file. While quotes and orders in the SapphireOne system are able to be deleted the system, it still keeps a record of the user who deleted them. The system does not allow the deletion of any record once it is posted to the General Account. The only way to correct a posted transaction error is to reverse the transaction, however full details of who of the user was that reversed the transaction, is recorded in the users log file.

Across the data file, the deletion of the record is not normally allowed, but they may be made inactive, so they will not be displayed, in any list of records.

From the options menu with SapphieOne application the user has a find function and within one of these dropdowns there is a display All Records option.

Once this is selected the system will display all record in the list including those that are inactive. Once the record is on screen the user may view or reactivate the record if it is allowed.

SapphireOne system provides the most comprehensive audit trail reporting functionality provided by any other ERP Accounting software in the market.

For a sneak peek at the full capabilities of an account payable system check out Sapphireone and request for a live demo, its everything you’d ever need to make your accounting system a breeze.
December 5, 2017
CRM SoftPhone Integration to Improve Client Communication with SapphireOne

Softphone is a software phone that enable users to call any telephone number without a physical telephone. Softphone functionality works in many ways such as Computer to Computer, phone to phone where VOIP telephone & adapter is required. Google hangout is a good example of Computer to computer softphone application. Softphone is the bridge between VoIP network and telephone line or mobile network. It enables users to make a call between computer to a phone network and phone network to computer, when you have a dedicated number to receiver call.

The biggest benefit of having a SoftPhone is using the SoftPhone functionality, as it can help you realise huge savings. You can call any employee, client or supplier without having to worry about software matchup or whether or not they are online. It is a perfect solution for remote employees. On other hand, since SoftPhone is a virtual phone, users don’t have to worry about update, upgrade or upkeep.

SapphireOne CRM with SoftPhone Functionality:

A significant part of SapphireOne’s software is Customer Relationship Management (CRM). CRM is a business strategy where primary focus is on fulfilling the customer’s needs. This is achieved by using cutting edge technologies to organise, automate and integrate the marketing sales and customer service components of the business. Inside SapphireOne CRM package, SoftPhone functionality is built-in. This helps with managing relationship with vendors, clients and employees.

SapphireOne ERP, CRM and Accounting Software is integrated with VoIP service provider SpliceCom Maximizer. SpliceCom phone administration system comes with many benefits. The system can handle up to 500 extensions, call logging with integrated call recording functionality and many more features. With the integration of SpliceCom inside Sapphire single user and SapphireOne client server, calls can be made from SapphireOne’s software to your contact list.

Whenever a call is made from SapphireOne software, a timestamp is added to the ‘note’ area. It is as simple as clicking on the green button to make a call and when you would like to end click on the red phone button. No more dialling or inputting the phone numbers in manually, leading to less errors.

System also allows to write notes, comments or short description of the conversation. This helps to track the important conversation between caller and receiver and keep up to date with information. All exchanges to your customers/suppliers/clients are logged and listed, adding another feature to your CRM. Each employee when logged into SapphireOne will show their employee ID, which is listed when the date and time stamps are given.

Take advantage of SapphireOne software suite’s Softphone functionality, to maximize your CRM system. Request a live demo to see how SapphireOne ERP, CRM, DMS and Accounting Software can help your business.
March 14, 2017
Cash Return – Purchases

Cash Returns in SapphireOne provided a straightforward way to record the return of goods or the receipt of credits for services originally purchased using a cash-based transaction. This function was commonly used when merchandise, inventory, fixed assets, or services were returned due to defects, incorrect specifications, or other commercial reasons.

Within SapphireOne, a Cash Return operated as the reverse of a Cash Purchase, ensuring that inventory quantities and financial records were adjusted accurately while maintaining a clear audit trail.

Cash Return Processing in SapphireOne

The Cash Return function was accessed from the Purchases menu in the Inventory mode. Users could enter a return by selecting the appropriate Inventory code and specifying the quantity of items being returned. This allowed SapphireOne to update stock levels and reflect the financial impact of the return.

Once entered, Cash Return transactions were available through the Transaction Inquiry screen in the Purchases section, where they could be reviewed or amended prior to posting. Additional details such as order numbers, sales representatives, and descriptive notes could be added to fully document the return.

All Cash Return functionality was accessed directly from the Purchases section of the Inventory module, maintaining SapphireOne’s integrated approach to inventory control and accounting.

The Cash Return was the sixth data entry option located on the Purchases menu in the Inventory mode within the SapphireOne ERP, CRM and Accounting Software solution.
December 21, 2011
Cash Purchase

Cash Purchases in SapphireOne provided a simple and efficient method for recording purchases paid immediately, without the need to first establish a supplier as a vendor within the system. This process supported businesses purchasing goods or services using cash, cheque, or EFT, where payment occurred at the time of purchase and resulted in an immediate outflow of funds.

Within SapphireOne, the Cash Purchase function was accessed from the Purchases menu in the Inventory mode. It allowed users to record stock purchases from suppliers who were not set up as vendors, while still ensuring that inventory levels and financial records were updated accurately.

Cash Purchase Processing in SapphireOne

The Cash Purchase screen enabled users to enter transactions by selecting the appropriate Inventory ID in the transaction line area. Additional details such as invoice numbers, payee information, and purchase descriptions could be added to fully document the transaction.

Once entered, Cash Purchases were visible through the Transaction Inquiry screen within the Purchases section, allowing users to review or modify unposted transactions as required. After verification, the transaction could be posted through the Post Transactions screen, updating inventory records and the General Ledger accordingly.

This functionality ensured that cash-based purchases were recorded accurately and efficiently, while maintaining SapphireOne’s integrated approach to inventory and accounting management.

The Cash Purchase was the fourth data entry option located in the Purchases menu of the Inventory mode within the SapphireOne ERP, CRM and Accounting Software solution.

December 21, 2011
Inwards Goods

How to enter Inwards Goods

Inwards Goods in SapphireOne provided a flexible goods receipting mechanism that allowed inventory to be recorded and updated before final supplier documentation had been received. This process was particularly useful where deliveries arrived ahead of invoices, or where partial or mixed deliveries needed to be accounted for accurately.

The primary purpose of an Inwards Goods transaction was to allow goods to be receipted into stock without requiring the final paperwork to be complete. This ensured that inventory levels remained accurate and available for operations, even while administrative processing was still underway.

Accurate Delivery Verification

SapphireOne’s Inwards Goods functionality compared the actual quantities delivered against the supplier’s consignment note. This allowed users to quickly identify discrepancies between what was ordered and what was received, helping to determine whether a delivery was commercially correct before progressing further in the purchasing workflow.

By supporting receipting across multiple purchase orders within a single delivery, the Inwards Goods process simplified logistics handling and reduced the risk of errors when managing larger or more complex consignments.

Improved Logistics and Productivity

The Inwards Goods function was designed to support tight logistics schedules by enabling fast and accurate checking of delivered goods. Careless mistakes when counting or recording large quantities were significantly reduced, helping save time, control costs and improve overall productivity within the business.

The creation and posting of Inwards Goods transactions operated differently from other purchasing transactions in SapphireOne, reflecting its role as an interim step between delivery and final accounting.

The accompanying video demonstrated how to enter an Inwards Goods transaction. Inwards Goods was the third data entry option located in the Purchases menu within Inventory Mode of the SapphireOne ERP, CRM and Accounting Software solution.

December 19, 2011