Tag: ERP Accounting

  • SapphireOne Named Finalist in the 2022 Premier’s NSW Export Awards

    SapphireOne Named Finalist in the 2022 Premier’s NSW Export Awards

    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.

    We have had many significant achievements and accomplishments this year. In particular, the SapphireOne Knowledge Base, Single Touch Payroll Phase II certification, and the development and release of SapphireOne 19.4.

    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.

    The Australian Trade and Investment Commission and the Australian Chamber of Commerce and Industry partner to present the award program. It’s a high priority of the Australian Government and is supported by leading Australian corporations, export facilitators and industry groups.

    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.

    Thank you to the Export Council of Australia for recognising SapphireOne, and congratulations to all the finalists!

    In addition, we would like to acknowledge the support expressed by all partners:

    ExportAwards-Partners
    Images courtesy of Export Council of Australia

    NSW Government, Export Council of Australia, DHL, Department of Foreign Affairs and Trade, Export Finance Australia, BDO, AusIndustry, Austrade, KPMG.

  • SapphireOne Earns Digital Service Provider Certification from the ATO

    SapphireOne Earns Digital Service Provider Certification from the ATO

    SapphireOne has been approved by the Australian Taxation Office (ATO) as a certified Australian Digital Service Provider (DSP).

    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.

  • Generating Clear Accounts Receivable Reports

    Generating Clear Accounts Receivable Reports

    In the next post in our SapphireOne Accounts Receivables Report Tutorials, we will be focusing on the fifth Accounts Receivables reporting function available in SapphireOne - the ‘Show Reports’ feature.

    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:

    1. Details
    2. Balances
    3. Transactions
    4. Statements
    5. Show Reports
    6. 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.

    Read on for the next tutorial on the Accounts Receivables'Show Reports' feature, a dynamic function which offers you a wide range of customisable report display options within SapphireOne.
    The Show Reports option presents the above pop-up, giving you the ability to create a pre-set ‘Balances by Client’ report.

    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.

    You can choose how you would like to organise your Accounts Receivables Show Reports feature by selecting your preferences in the dropdown ‘Query’ and ‘Display’ fields 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.

  • Using Accounts Receivable Balances Reports for Financial Clarity

    Using Accounts Receivable Balances Reports for Financial Clarity

    The Accounts Receivables Balances Report gives you the ability to create and print a Credit Information Report on Clients who currently have outstanding balances.

    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:

    1. Details
    2. Balances
    3. Transactions
    4. Statements
    5. Show Reports
    6. 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.

    When selecting the Balances Report, you are presented with a print dialog pop-up enabling the selection of items required in the report.

    Balance Report Types

    This reporting function gives you the ability to choose from 20 different Balance Report types to best suit your specific reporting requirements.

    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 also allows you to select which Balance Report data you would like to report on, allowing you to get more granular and specific with your reporting capabilities.

    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!

  • Generating Accounts Receivable Reports for Better Cash Flow Insight

    Generating Accounts Receivable Reports for Better Cash Flow Insight

    The Accounts Receivables report allows you to produce a variety of reports based on templates that have been designed in SapphireOne.

    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:

    1. Details
    2. Balances
    3. Transactions
    4. Statements
    5. Show Reports
    6. 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

    Accounts Receivables report allows you to build reports on client data files.

    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

    How to select the client details Report

    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.

  • Supply Chain Management Strategies to Improve Business Efficiency

    Supply Chain Management Strategies to Improve Business Efficiency

    SapphireOne ERP Accounting application can help in supply chain management

    When looking into whether you should invest in an ERP system for supply chain management, you need to ask the following questions. Are we working at optimal speed and efficiency? Can you reduce waste?  How susceptible is your business to outside risks?  Are you staff working to their full capacity?

    If you answered no to any of these then it may be time to install SapphireOne ERP application. Our ERP plays an integral part of managing supply chain management risk by making the entire chain more visible and resilient to changes in market demand.

    SapphireOne supply chain management and ERP accounting software

    SapphireOne ERP Accounting application allows manufacturing and distribution businesses the ability to gain enterprise wide, supply chain management visibility. The ERP also increases speed, efficiency and overall customer satisfaction.  Our ERP offers real-time data which helps sales act on information faster, manage risks and save money via automated stock control and purchasing. The ERP will seamlessly coordinate and integrate the flow of material, information and financial.

    Excessive Supply

    With lack of information or the right tools to manage supply, it can be a tricky ensuring you won’t order too much or too little raw materials and inventory. SapphireOne ERP application automates your purchasing which reduces human errors, saving money and warehousing.

    Inventory management

    SapphireOne ERP inventory management ensures you have enough inventory on hand, in the right location, to accommodate demand. It enables you to integrate with external partners to ensure all parties communicate with each other. Stock tracking and management, sales and purchase order management, multi-channel fulfilment, warehouse management, and stock transfers are synced across the entire supply chain management.

    Product delivery

    SapphireOne ERP application has excellent distribution and logistics software functionalities. Optimise your logistics management with our delivery scheduling and manifest functionalities.  Multi-location Inventory, advanced shipping, bin management, real-time dashboards are just some of the features offered.

    Stock flow

    In managing stock, you need real-time access to stock levels, cost and tracking information. SapphireOne ERP Accounting application has multi-warehousing functionality. Easily view where a stocked item is being held.  Estimate how long it will take to deliver this item in store or to your customer. Tracking and control are made easy with our POS system via serial or batch numbers.

    Labour costs

    Optimising your inventory processes with SapphireOne ERP application will reduce manual labour. Time is saved in replenishing stock, processing shipments and deliveries to your customers. Having an automated system saves money, reduces the risk of human error and allows you to focus on delivering quality customer service.

    For more information regarding improvements and features within the latest release of SapphireOne ERP Business Accounting Application please contact our office on (02) 8362 4500 or request a demo.

  • SapphireOne ERP Business Accounting Application Version 17 Training Day

    SapphireOne ERP Business Accounting Application Version 17 Training Day

    SapphireOne ERP Business Accounting Application Version 17: Training Day held on 8th October 2018
    On 8th October 2018, SapphireOne Business Accounting Application launched Version 17 in the Ros Packer room of the North Bondi Surf Lifesaving Club

    New features and improvements in Version 17.0.1.0

    Performance improvements

    There are some amazing performance improvements in the large processing functions in Version 17. For example, when processing Month End or Business Activity Statement (BAS SBR2), which historically have been two of the more time-consuming processes in the SapphireOne ERP Business Accounting Application, we have seen dramatic increases in performance of up to ten times than earlier versions.

    New BAS SBR2 and STP 

    SapphireOne Version 17 incorporates the ATO Standard Business Reporting SBR2, Single Touch Payroll STP and Tax File Declaration TFN for SapphireOne users who have installed their AUSkey into their SapphireOne datafile. These clients now benefit from what used to be a very time-consuming task with the ATO business portal, where they often had to reinstall java or change browsers frequently so they could lodge their BAS. Now with SapphireOne, there is no requirement for a browser as the interface seamlessly connects to the ATO.

    SPS Commerce Fulfilment EDI Integration

    SPS Commerce’s integrated end-to-end EDI solution, automatically populates orders into Version 17 of the Sapphire and SapphireOne ERP Business Accounting Application, while checking for errors when sending and receiving transactions. It also verifies that all transactions were sent and received successfully, providing critical process controls for vendors and suppliers. Implementing SPS commerce’s fulfilment EDI has brought many benefits into SapphireOne. It has reduced or eliminated manual data entry, saved chargeback penalties, streamlined inventory management, increased the speed time-to-market (TTM) delivery, boosted productivity without increasing staff, expedited receipt verification, improved record-keeping processes. The overall result is greater competitiveness, which will help SapphireOne users to be a major player in the larger enterprise retailer market.

    With the release of Version 17, we have now implemented SDI Single Document Interface
    Training Day at SapphireOne

    Single Document Interface (SDI)

    With the release of Version 17, we have now implemented Single Document Interface (SDI). This new interface provides a menu navigator which allows for every data entry screen, inquiry and reporting and processing screens to be opened simultaneously. This is a major advantage for those power users who require to run reports while still being able to make inquiries and process data entry.

    Web Pack upgrade

    Version 17 of the Sapphire Webpack has seen an upgrade of the original web interface bringing the application a fresher look to users. This includes a scalable interface which allows for minimal change of user interface from smaller devices such as iPhones through to web browsers being used on large monitors linked to desktop computers. Some new features such as the Sapphire Market WebPack, Leave Request, Time Sheets, Stock List and Stock Count have given users more functionality in our popular Sapphire product.

    For more information regarding improvements and features within the latest release of SapphireOne ERP Business Accounting Application please contact our office on (02) 8362 4500 or request a demo.

  • How SapphireOne ERP Business Accounting Suite Helps You Achieve Business Goals

    How SapphireOne ERP Business Accounting Suite Helps You Achieve Business Goals

    SapphireOne ERP Business Accounting Suite helps you achieve your business goal 

    SapphireOne ERP business accounting suite has a unique framework which allows management and decision makers to maintain full control over the entire organisation.

    With full control you have the flow on effect of improved productivity, increased efficiencies, decreasing costs and streamlining processes. SapphireOne Enterprise Resource Planning software gives your finance team the necessary tools to create more realistic estimates and accurate forecasts in accrual-based costs, bank reconciliations, billing & invoicing, budgeting and tax preparation.

    It’s your one stop complete business solution in functionality; easy to use, intuitive with a clear interface.

    Fulfil your business dreams

    ERP Business Accounting Suite with Business Intelligence Dashboards (BI), HR/Payroll automation, Inventory Management with Supply Chain control and Projects Management all within the one software application.

    SapphireOne ERP, CRM, DMS and Business Accounting Software solution offers a comprehensive software suite which is highly scalable and supports unlimited users concurrently. We readily adapt to meet the changing requirements brought on by business expansion with customised integrated applications.

    Our Enterprise Resource Planning ERP application offers a singular business accounting solution in functionality for Accounts Receivables, Accounts Payables, General Ledger, Fixed Assets, Payroll/HR, Job Costing/Project Tracking, Multi-Company within the one database, Reporting with BI dashboards and Budgeting.

    As you grow, your operations become more and more complex. Our ERP solution increases productivity and efficiency by guiding you though the complexities, preventing the never-ending data re-entry, streamlining functions such as your production, order fulfilment and delivery.

    SapphireOne reduces labor costs

    SapphireOne’s mission is to provide accurate, real-time information which in turn will streamline your ERP business accounting processes and make it easier, more efficient for your organisation. Reducing labor costs allows your managers to focus on what is important, prevent disruptions and delays, ensures reporting is easily accessible so they can make the right decisions quickly.

    SapphireOne utilises warehouse space

    Warehouses experience continuous transfer and shipping, so it is imperative to have tight controls and access to real-time data. SapphireOne Inventory mode will provide you with the exact location of inventory, a clear view of stock levels available, so you can maximise your “real estate” and warehousing. Multiple locations and distribution centres are linked using live data via Sapphire Web Pack. This allows for unlimited users to access certain parts of the live data file from any device with a browser including iPhones, iPads, android smartphones and tablets, along with your standard laptop or desktop.

    SapphireOne improves supplier and customer relationship

    Our SapphireOne Customer Relationship Management (CRM) and Document Management System (DMS) applications ensure you stay ahead of the game by providing high quality customer service. Information at your fingertips and BI dashboards, allow the user to custom dashboards, custom reports, create role-based and ERP dashboards and forecast which inturn enables your staff to focus on what is important, sales and customer service.

    SapphireOne maintains corrects inventory levels

    SapphireOne Inventory module tackles the complexity of inventory control and provides the necessary tools to assist with bins, matrix tables, batch control, serial number tracking, location control, department control and normal or non-diminishing stock. Using our SapphireOne Inventory module, inventory forecasting and multi costing are made it simple.

    SapphireOne drives sales, orders and profit

    Simply put, our SapphireOne ERP, CRM, DMS and Business Accounting Software application integrates various aspects of your business — from accounting and human resources to production and sales. This allows you to easily manage tasks and process data, so you can concentrate on the bottom line, making sales and profit. The key feature is a centralised database allowing our users a complete summary of financials, sales figures and other important metrics. All your employees in different departments can have access to the same information without re-entering.

    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. Know more about us.

  • SapphireOne Business Accounting Software is an Affordable ERP Solution

    SapphireOne Business Accounting Software is an Affordable ERP Solution

    SapphireOne Business Accounting Software is an affordable ERP solution with a choice of support plans - Diammond or Platinum

    At SapphireOne, we are always looking for ways to innovate to make our application an even more powerful tool. Our affordable ERP solution is for medium to large businesses through to accountants and bookkeepers who support them. In the past two decades, we’ve devoted almost $200 million in research and development to deliver new features and improved functionality.

    On 8th October 2018, SapphireOne launches version 17 which will deliver major new enhancements in our SapphireOne ERP CRM DMS Accounting Application Suite. This new release of SapphireOne Version 17 supports 64bit version of Windows and Mac OS which sees dramatic speed improvements to memory intensive operations such as Month & Year End procedure, BAS reporting etc. With this release our clients will have better data management functionality, improved user experience, a higher-level security with HTTP Strict Transport Security (HSTS), and many more new intriguing services.

    Pricing Plans

    Enticing and competitive pricing plans in SapphireOne’s affordable ERP Solution: CRM, DMS and Business Accounting Software included

    • Sapphire Single User for Windows or Mac – If you are just one user then Sapphire Single User will suit you. This offer consists of a full working copy of Sapphire application suite that can be accessed by a single user at any given time.
    • SapphireOne Client/Server for Windows or Mac – If you have multiple users, SapphireOne Client/Server will suit your business needs. This license enables multiple concurrent users to access the same data file on their server concurrently.
    • Sapphire Web Pack – The Web Pack comes with a number of standard functions with user access easily controlled by the system administrator. The Sapphire web pack server allows for unlimited users to access controlled parts of the live data file from any device with a browser. Customisation of the Sapphire Custom web pack to suit your business needs is also available on request.

    Support Costs

    SapphireOne keeps support costs in an easy to use, simple format

    Entry level is our Diamond Support Plan,with unlimited email and phone support. Diamond clients enjoy the convenience of unlimited telephone and email support within normal business hours, and priority booking for Teamviewer support. Diamond Clients have access to the current build of SapphireOne’s affordable ERP solution & Business Accounting Software Application.

    Our Platinum Support Plan provides unlimited email and phone support 24/7. This premium service provides scheduled backups, month end, GL and transaction audits, data file re-indexing and tools, unlimited email and 24/7 telephone queries by the client’s nominated administrator.

    Certification

    SapphireOne is now Certified for ISO 27001:2013 Information Security Management Systems

    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.

  • Why Your Organisation Needs ERP Accounting Software

    Why Your Organisation Needs ERP Accounting Software

    SapphireOne ERP Accounting software is designed to help companies introduce accounting accuracy to achieve peak financial performance

    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.

    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. Know more about us.

     

  • Single Touch Payroll Successfully Lodged Since 1 July 2018

    Single Touch Payroll Successfully Lodged Since 1 July 2018

    Single Touch Payroll successfully lodged since 1 July 2018

    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.

  • SapphireOne Version 17 Offers Feature Enhancements and Better Performance

    SapphireOne Version 17 Offers Feature Enhancements and Better Performance

    SapphireOne Version 17 offers more feature-rich attributes, better user experience and enhanced data security for its ERP Accounting Application Suite

    We are pleased to announce the release of SapphireOne Version 17. SapphireOneERP, CRM, DMS and Business Accounting Application now supports 64 bit version of Windows and Mac OS. This ensures dramatic speed improvements to memory intensive operations (Month & Year end procedure, BAS reporting etc).

    Speed Up Your Business Success

    Maximising resources will speed up your Business Success with SapphireOne version 17

    In addition to adding new features, the SapphireOne Version 17 provides product improvements. These include better performance, speed, scalability and security. A new and improved built-in word processor- Write Pro enables more user- friendly reports. All of these improvements helps to maximise your business success.

    Better Data Management with ORDA

    Introducing ORDA (Object Relational Data Access), another exciting feature of Version 17 enabling better data management.

    With ORDA, a datastore is an object, which provides an interface to the database and its data through objects. Now there is no need to handle current selection for each table and current record, but rather entities that are objects. You can easily query several linked tables, manage recursive relations on a same table, as well as using several logical operators in a single query. 4D v17 provides several ways to query your dataClass (i.e. table). Query as a single string, or values separately using placeholders, or values separately using a collection built dynamically.

    Improved User experience

    User experience is now more straightforward with Help tips or Hints feature. This simplifies the user interface and helps the user to understand objects that sometimes aren’t self-evident. Hence, List boxes are more engaging and intuitive to use. With the new release, SapphireOne users are able to customise highlight colours and generate help tips on an object more effectively.

    Boosted security level

    To provide the best level of data protection, the security level of our main server and web server has been enhanced.  There is now an option for an automatic restore of the last backup if the database is damaged. SapphireOne utilises Perfect Forward Secrecy (PFS), which dramatically boosts the security level of Sapphire Web server with the support of HTTP Strict Transport Security (HSTS). This ensures Sapphire Web server is compliant with the very latest security protocols.

    Other benefits of the above implementations are; SapphireOne application has a better compliance for some networking security features, and a higher ranking on web security audit tests. PFS is automatically enabled when TLS is activated on the server. The WEB Get server info command can be used to make sure the PFS is enabled. The value of the PFS new attribute is true whenever all conditions needed to use it are met.

    Software and Hardware Requirements of SapphireOne version 17

    SapphireOne Version 17 requires the latest release of windows, such as Windows 8.1 (not Windows 8), Windows 10 (64-bit versions), Windows server2016. The same rule applies for MacOS, it is required Mac OS High Sierra 10.13.

    Memory size is dependent on the size of the business data file, a larger installation needs more memory. However, the recommended memory size is 8GB for CPU and 16 GB plus for server hardware.

    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. Learn more about us.

  • Simplifying the Concept of End of Financial Year

    Simplifying the Concept of End of Financial Year

    The Australian financial year typically starts from 1st July and ends on 30th June
    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.

    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. Know more about us.

  • SapphireOne Alpine Ski Team Hits the Slopes of New Zealand

    SapphireOne Alpine Ski Team Hits the Slopes of New Zealand

    SapphireOne Alpine Ski Team hits the slopes of New Zealand in this week

    A few members of the SapphireOne team started their southern hemisphere winter season campaign in the South Island of New Zealand this week, in the spectacular McKenzie country, basing themselves at Lake Tekapo.

    Jack Adams, Warwick Crawford and Hugh McAdam have had a busy first week for the start of the season focusing on Giant Slalom skills, drills, and lots of race gates. The rest of the team, Theo Coates, Connor Leggett and Shaun Findlay will join them in New Zealand at the end of July, where they will all move to the adventure capital of the world, Queenstown.

    The Alpine Ski Team were blessed with another two days of good weather and conditions as the week comes to an end.

    A few members of the SapphireOne team started their southern hemisphere winter season campaign in the South Island of New Zealand this week, in the spectacular McKenzie country, basing themselves at Lake Tekapo.

    The first day saw plans to train at Round Hill Ski Field cancelled as the resort closed due to the classic northwester which put them on wind hold. With a quick change of plan on the second day, the Team headed to Ohau Snowfields nestled deep in the McKenzie High Country, on the shores of Lake Ohau.

    Wednesday everything was back on schedule as the alpine ski Team hit the slopes of Round Hill Ski Field. With breathtaking views of Aoraki Mt Cook, the Southern Alps and Lake Tekapo, Round Hill Ski Field set the perfect back drop to train on full length Giant Slalom courses with perfect conditions.

    Saturday is a day off, then training starts again with a full week Slalom block at Mt Dobson Ski Field.

    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 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. Know more about us.

  • Accelerate Your Warehousing, Distribution and Logistics Business Enterprise with SapphireOne ERP

    Accelerate Your Warehousing, Distribution and Logistics Business Enterprise with SapphireOne ERP

    SapphireOne will meet all your warehousing, distribution and logistics requirements with integrated EDI/API functionality

    Warehousing, distribution and logistics businesses have a critical need to manage their inventory in a timely and efficient manner. When shipping direct to retailers or customers your ERP solution becomes mission critical for the smooth ongoing operation of your business enterprise.

    SapphireOne will meet all your warehousing, distribution and logistics requirements with integrated EDI/API functionality. Our large range of API vendors include freight forwarders, courier companies and various third-party transport and distribution operators. The SapphireOne ERP has everything inbuilt that a warehousing, distribution and logistics business needs, and can help you to create the highest level of efficiency at the lowest cost of operation for your warehousing, distribution and logistics business enterprise.

    Some examples of the built-in functionality include unlimited barcodes per item, unlimited images per item, bill of materials with unlimited levels, serial batch control, multiple costing types, material resource processing (MRP), material safety data sheets (MSDS) bin/bay management, multi-location, multi-warehouse, SSCC labelling.

    SapphireOne Suitability

    SapphireOne ERP is perfect for SMEs and large companies for the wholesale Warehousing, Distribution  and Logistics business enterprises

    SapphireOne ERP is suitable for large companies, as well as small and medium-sized enterprises (SMEs) providing extremely high quality information in real time covering all your inventory requirements.

    Wholesale distribution and logistics is an extremely competitive market place, it is critical that when dealing with all your inventory needs it is handled in real time.

    SapphireOne’s inventory management functionality tracks stock movements quantifying the volume while simultaneously tracking bin and bay management of all inventory items throughout the warehouse.

    SapphireOne ERP is perfect distribution software for logistics business enterprises

    SapphireOne Integration

    SapphireOne ERP is an integrated Accounting, Payroll/HR and Inventory Management software solution

    At SapphireOne we understand that a wholesale, distribution and logistics business needs to have integration between financials, warehousing, and a full range of customer and supplier information to help anticipate future needs.

    SapphireOne ERP system offers an integrated accounting, payroll/HR, inventory management software solution that is perfect to increase efficiency in your warehousing, distribution and logistics business enterprises.

    SapphireOne allows you to analyse Payroll/HR expenses and employee productivity to help control costs and review expense distribution.

    SapphireOne can facilit­ate the design of an efficient warehouse, distribution and logistics system to create the foundation of an efficient supply chain, one that can service your customers in real time.

    For the full capabilities of the ERP, CRM, Accounting Software, Human Resources, Payroll, Assets and Document Management,  check out the SapphireOne website and request a live demo.

    SapphireOne – We have the Power to back you. Find Out More Details

  • SapphireOne’s 12 Zen Things Every Business Owner Should Know

    SapphireOne’s 12 Zen Things Every Business Owner Should Know

    SapphireOne grows with 12 Zen Things

    Inspiration can be found anywhere and in anything, if you have a learning heart and you can find inspiration from a quote, a picture, a task, nature, people around us etc. SapphireOne 12 Zen Things leads to improvement whether it is at work or at home and it teaches you to experience life in a better way.

    The monks and sages follow some ‘way of life’ that help them in their concentration and to live a simpler life. These ways are not just for monks but can be applied to anyone who want to become a productive human being both at work and in life.

     SapphireOne 12 Zen things that are to be followed by everyone:

    1. Do one thing at a time policy – SapphireOne always follow ‘Do one thing at a time policy’ as it helps to focus and helps to improve day to day business activity. It’s not just the number of hours we’re working, but also the fact that we spend too many continuous hours juggling too many things at the same time. It’s the simplest thing we follow at SapphireOne.
    2. Do it slowly and deliberately – Take your time and commit yourself to whatever you are doing or whatever you want to do. SapphireOne helps to improve the employee’s performance by encouraging them to involve themselves in their work and do their tasks perfectly. We like to keep things simple both with our clients and employees.
    3. Do it completely – SapphireOne follows the simple way of moving on to the next task only after completing the first task as it gives a sense of achievement and fulfilment. We dedicate time to complete a task and totally commit to complete the task.
    4. Do less – Like ‘too many cooks spoil the broth’ if you take up too many tasks, you won’t master one. Just be selective with your tasks and focus everything will work out as planned. At SapphireOne we inspire people to do the things that will add value to their work and helps in overall productivity of the individual and the group and organisation.
    5. Put Space between things – Prepare a relaxed schedule for every task and take breaks if you complete the tasks within the schedule. A relaxed schedule will help you fully concentrate on the task and if takes longer time than you expected you can always have that back up time. SapphireOne always keeps space between the tasks and delivers the business within time.
    6. Develop rituals – Rituals help everyone to focus on the things and they provide a sense of importance on things you’re working on. We at SapphireOne develop and follow that ritual either when dealing with our employees or with the clients and vendors.
    7. Designated time for certain things – SapphireOne dedicates time for every important task and ensures that task is completed absolutely. We encourage our employees to dedicate sufficient time for daily business tasks and inspire the employees to spend time with their families.  We provide that perfect work-life balance at SapphireOne.
    8. Devote time to sitting – SapphireOne advocates everyone to dedicate some time to themselves and observe what’s happening around them. This is very important because it give the whole idea of what is the present status and what should be done to be productive or make oneself more useful to the group and organisation.
    9. Smile and serve others – An integral part of SapphireOne is to serve and greet others with a smile. We encourage our employees to devote themselves to the client and give the customer a cherishing experience. We draw people to be kind to their fellow employees and the customers, like opening the door of communication and helping with the heavy lifting or carrying the files for them.
    10. Concentrating on the task become meditation – Organised work place gives a sense of direction towards perfection and guides you in concentrating on the task and will help you focus on the task. We at SapphireOne create organised conditions both for our employees and the clients. We follow a sense of order and trained structure in our business dealings.
    11. Think about what is necessary – We at SapphireOne focus on what’s important. We remove those unessential things that are not helping our employees, clients or business partners. We focus on that thing which will improve the client’s business and which will improve our productivity.
    12. Live Simply – A perfect balance between customer satisfaction and business satisfaction is what we work for at SapphireOne. We dedicate time to our business and we encourage everyone to spend time with their loved-ones. We enjoy dealing with our clients and we value our relationships.

    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.

  • Business Accounting Tips for Small and Mid-Size Start-Ups

    Business Accounting Tips for Small and Mid-Size Start-Ups

    Business Accounting Tips for successful Small Business to Mid-size businesses

    With the availability of resources and technology, entrepreneurs today are finding it easy to realize their ‘start-up’ dreams. Governments and funding companies also welcome the entrepreneurs who have a unique idea and a definite plan backing that idea. Every city wants to become a ‘start-up’ hub these days, it is the ‘Golden Age’ of company.

    Business Accounting tips is an important component that contributes to the success of an association, many of which failed because they didn’t manage their accounts properly. With the easy availability of resources, corporation tend to ignore the accounts in the initial stages, this could become a burden to manage the company’s financial health in the later stages. For your business to succeed from small scale to mid-size businee, you need to keep your financial records organized and updated. Following these accounting tips will help you in successfully managing your Small Business or Mid-size Startup.

    Business Accounting Tips

    1. Accrual Business Accounting or Cash Accounting – Using Accrual accounting you can track your transactions real-time and can estimate the present financial health of the company. Using Cash accounting, ATO reporting will be updated only after sending or receiving the payments, inventory etc. Use the help of a financial professional on which method to be adopted and which system better supports your business goals.
    2. Paper or Digital – Digital accounting has taken over the age-old account books and records. Companies are encouraged to go digital thereby saving paper and the environment. Follow the reviews of the available vendors before buying the software if you are going digital.
    3. Documentation – Whether you choose paper or digital transactions, you need to maintain your documents in good order, this can be done by using a reliable Document Management System. It helps to manage all your digital documents which you can retrieve whenever required. Documents of financial performance, profit and loss statements, budgeting etc. are of critical importance to the success of the organisation.
    4. Inventory Management – Manage your inventory using location and bay management, record daily production, adjust stock levels. Invoicing is an easy affair now using SapphireOne accounting software.
    5. Cut Unnecessary Expenses – Reduce unnecessary expenses related to training, paper, maintenance and unnecessary audits using an effective and user-friendly SapphireOne accounting software.
    6. Integration – Integration of business accounting tips with CRM software will help in the smooth flow of business.

    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. request a live demo, it is everything you’ll ever need to make your company management a success.

  • It’s Time to Dump Those Old Accounting Books

    It’s Time to Dump Those Old Accounting Books

    Gone are the days of handwritten accounting books, bulky ledgers, and carrying paperwork home at the end of the day. Not so long ago, each department relied on its own set of physical books to manage daily operations, carefully updating figures by hand and reconciling information across multiple registers. That approach was time-consuming, restrictive, and prone to error.

    By 2018, business has moved decisively online. Organisations are increasingly operating in paperless environments, supported by integrated information systems that deliver automated results, real-time access to data, and faster decision-making. Each department now has its own defined place within a broader information system, allowing data to be captured once, processed accurately, and retrieved instantly when needed.

    Modern information systems are designed to do far more than simply record transactions. Accounting software, for example, now plays a central role in managing budgets, capital expenditure, and operational costs. It provides visibility over assets and liabilities, supports cashflow forecasting based on historical trends, and generates essential reports such as profit and loss statements, balance sheets, and analytical insights. These tools help organisations understand their financial position clearly and take proactive steps to remain profitable.

    Human Resources systems have also evolved significantly. Tasks that were once handled manually—payroll processing, timesheets, employee benefits, training records, recruitment, and performance tracking—are now managed within dedicated HR platforms. These systems support workforce planning, cost control, and employee engagement, while reducing administrative overhead.

    Marketing and sales operations benefit in a similar way. Marketing information systems support sales activity, interactions with dealers, suppliers, and brokers, and provide tools for market research, customer feedback, and targeted campaigns. By centralising this information, organisations can identify growth opportunities and respond more effectively to market demand.

    Inventory management systems further strengthen operational efficiency by supporting purchasing, sales, invoicing, and delivery reporting. Accurate, real-time inventory data helps ensure resources are used effectively and stock levels align with business needs.

    Operations management ties these elements together by defining procedures, allocating resources correctly, and supporting workflow through incident reporting and issue resolution. This ensures processes remain on track and problems are addressed before they reoccur.

    In 2018, the shift away from traditional accounting books is no longer a trend—it is the standard. Integrated, paperless systems now underpin efficient, modern organisations. By moving to a comprehensive solution such as SapphireOne Accounting Software, SapphireOne ERP Software, and SapphireOne CRM Software, businesses can leave manual processes behind and embrace a smarter, more connected way of working.

  • 5 Tips for Selecting Business Accounting Software

    5 Tips for Selecting Business Accounting Software

    Business Accounting software helps you utilise your resources in an effective way

    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

    1. 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.
    2. 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.
    3. 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.
    4. 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.
    5. 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.

    SapphireOne gives the ultimate accounting software experience and has all the benefits of SapphireOne Accounting Software, SapphireOne ERP Software, and SapphireOne CRM Software.

  • The Role of ERP Accounting in Supply Chain Management and Logistics

    The Role of ERP Accounting in Supply Chain Management and Logistics

    Logistics and supply chain management are now firmly established as analytical business practices

    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 ERP CRM Business 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.

  • Unifying Customer Insights and Sales with CRM Software

    Unifying Customer Insights and Sales with CRM Software

    Customer Relatioship Management Software improve business processes


    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.

    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.

  • Allocation Inquiry from the Receivables section

    Allocation Inquiry from the Receivables section

    SapphireOne's Receivable Allocation inquiry screen is located in Accounts Module

    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.

  • A Guide for Transaction Inquiry – General Ledger

    A Guide for Transaction Inquiry – General Ledger

    The Transaction Inquiry – General Ledger screen in SapphireOne provides a central location for reviewing all current General Ledger journals entered into the system. As all financial activity ultimately flows through the General Ledger, this inquiry screen plays a key role in reviewing, analysing, and managing journal transactions before and after posting.

    The General Ledger Transaction Inquiry operates as a flexible working environment rather than a static list. Every field contained within the General Ledger transaction table can be displayed on screen, reordered to suit individual preferences, and resized for readability. Column headings can be dragged left or right, line height adjusted, and multiple customised views created and saved. For example, one saved view may display core identifiers such as ID, Date In, Internal Reference, Sequence Number, and Memo, while another may surface custom fields created specifically for reporting or audit purposes.

    From within the Tools menu, users are able to perform a wide range of transaction-level functions. These include posting or reversing journals, viewing standing transactions, and generating Quick Reports. The Quick Report function provides a WYSIWYG-style report writer, allowing users to drag and drop any available field from the transaction table to rapidly create ad-hoc reports directly from the inquiry screen.

    The inquiry also supports powerful selection and search capabilities. Users can subset transactions by selecting multiple records and choosing to show or save that subset for later use. Standard find and advanced find tools allow searching across single or multiple fields using a variety of conditions, including equals, contains, greater than, or less than logic. Advanced searches can be saved and reused, making them particularly useful for recurring audit, review, or reconciliation tasks.

    The accompanying video demonstrates how Transaction Inquiry operates in practice, showing how users can sort and reorganise columns, switch between standard and custom inquiry views, and save multiple personalised inquiry sets. It also highlights how subsets of transactions can be filtered, totalled, exported to Excel, or opened for review and modification. Each saved inquiry layout is user-specific, ensuring that different staff members can tailor the screen to their own role and access permissions without affecting others.

    Together, the General Ledger Transaction Inquiry and its customisation tools provide a practical and efficient way to manage journal data, support internal controls, and streamline financial review processes within SapphireOne.