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.