General Ledger Overview
A General Ledger, often referred to as GL, Ledger, or Nominal Ledger, is a vital component of accounting and bookkeeping for maintaining a comprehensive record of all financial transactions within a company. It serves as a central repository for financial data.
Sub Ledgers
The General Ledger is updated through General Ledger Journals and various sub-ledgers, including Accounts Payable, Accounts Receivable, Fixed Assets, Inventory, Job Projects, and Payroll/HR. These sub-ledgers house specific financial information that is summarised and recorded in the General Ledger.
Chart of Accounts
In the context of accounting, a company’s Chart of Accounts plays a significant role. Each account within the Chart of Accounts corresponds to a Ledger account, which is categorised by account type, such as Income, Expenses, Assets, Liabilities, and Equity. The collection of categorised Ledger accounts forms the General Ledger, offering a comprehensive overview of the company’s financial activities.
Income Statement
From the data recorded in the General Ledger’s income and expense account categories, critical financial statements like the Income Statement (Profit and Loss or P&L) and Balance Sheet are generated, providing insights into the organisation’s financial performance and position.
Integration
SapphireOne Enterprise Resource Planning (ERP) Software is designed to streamline financial processes by automatically updating sub-ledgers and the General Ledger with data sourced from the SapphireOne data file. This integration ensures that all financial information is consistently recorded and accurate, enhancing efficiency and accuracy in financial management.
One distinctive feature of SapphireOne is its high level of customisability within the General Ledger. Users have the flexibility to create up to forty-five unique identifiers that are fully reportable, searchable, and sortable, catering to specific reporting needs.
Reporting
Furthermore, users can set up 13 reporting levels in the Details and More Details pages for each General Ledger account. Additional customisation options include adding 12 GL Alpha fields, 8 Real fields, 10 Numeric fields, 2 Text fields, and 10 user-defined fields on the Custom page. This unparalleled level of customisation sets SapphireOne apart from other ERP General Ledger solutions, enabling users to tailor their General Ledger to meet their specific reporting requirements effectively.
General Ledger Inquiry Overview
To access a General Ledger Inquiry please go to:
Accounts mode > Accounts Mode > Accounts General Ledger inquiry.
General Ledger Inquiry functionality is vital to your organisation, providing SapphireOne users with unlimited access to information held within each General Ledger account.
The General Ledger Inquiry screen, displays General Ledger accounts in the Master or local currency only. For information regarding Foreign Exchange General Ledger details, please refer to the SapphireOne FX General Ledger Inquiry screen.
The General Ledger Account ID’s and Names listed above, along with their corresponding account Class, provide a clear indication of each account’s intended purpose and the financial data it contains.
In the second-to-last column labeled Side, is the default side (Credit Cr or Debit Dr) that each General Ledger account operates on. This which provides an insight into the type of financial data contained in the account. The last column, labeled Balance, displays the current balance of each General Ledger account.
After highlighting a General Ledger account and either Viewing 
or Modifying 
it, the Page menu becomes available, allowing you to access additional pages of information about the account.
For audit purposes, it is not possible to delete any General Ledger accounts in the SapphireOne General Ledger Inquiry screen.
However, users have the option to mark any General Ledger account as inactive. During normal operations, SapphireOne only displays and prints active accounts.
How to Customise the Inquiry Screen
The General Ledger Inquiry window displays all General Ledger accounts for the Company that the user is currently logged into. These are sorted by General Ledger ID in ascending order by default.
You can easily change the sort order by clicking on any of the column headings. Additionally, you can toggle between ascending and descending order by clicking the column heading again.
To adjust the order of the columns in the General Ledger Inquiry window, simply click and drag the column to the desired position. Similar to other List Windows, you can also re-organise the displayed information by highlighting and utilising functions from the Options Menu.
You also have the ability to swap to a Custom Inquiry Screen as detailed below.
In SapphireOne, all inquiry screens provide the option for customisation of the displayed item list. The feature, called Custom Inquiry, lets users choose the data fields to be shown and the sequence of data columns across the screen. The user can save infinite custom views. While a client list is used as an example to follow, any inquiry type can be customised in SapphireOne.
The Standard Inquiry Screen
The Standard Inquiry Screen in SapphireOne provides a foundational view of data, presenting a set of column fields for each record. This screen is designed to offer a straightforward and efficient way to access and review essential information.
The list above represents the standard inquiry list, displaying a fundamental set of data fields for each client record and includes two buttons as follows:
- Swap to Custom Inquiry – When the user selects the ‘Swap to Custom Inquiry’ button in the lower left-hand corner of the screen, SapphireOne will display the default Custom Inquiry Screen, which is documented below.
- Show/Hide Audit Lines – Toggle the Audit lines panel open. This panel will display at the bottom of the Inquiry screen, benefiting workflow by providing an immediate view of the critical details for a selected line.
The Custom Inquiry Screen
When the user selects the ‘Swap to Custom Inquiry’ button from the Standard Inquiry, SapphireOne will display the default Custom Inquiry Screen, as shown below. This screen provides the user with a customisable view of the data set, which is maintained per user and for each particular inquiry.
The options available from the Custom Inquiry Screen are as follows:
- Swap to Standard Inquiry – Return the view to a standard Inquiry.
- Method List Box – This list box, in conjunction with the adjacent operator list box, allows for calculations to be performed across all rows of the displayed data. The results are displayed adjacent to the operator list box.
- Operator List Box – Select an operator to apply to the method selected using the method list box.
- Setup Button – The Setup button will open a modal screen with functionality to customise the Custom Inquiry, as documented in the following section.
- Export Button – Open the data set in CSV format in the devices default spreadsheet application.
The Custom Inquiry Setup Screen
The Custom Inquiry setup screen allows for the customisation of the data view, which is maintained per user and for each particular inquiry. Once the user has customised the Custom Inquiry screen, the screen view will be maintained in subsequent sessions and is unique to the current user account. This screen also provides the option to select and save an unlimited number of custom views per user.
The Custom Inquiry setup screen provides the following functionality:
- Favourite Sets – This option enables the user to save a custom-created screen for future use. For instance, the user can have a simple Inquiry screen for general use and a more complex screen view when auditing specific information.
- Row Height – Adjust the table row height to the users preference.
- Show Related Record – This option allows the user to add related fields from other tables. By ticking the Show Related checkbox at the top of the screen, the user can select a related record, and a view of that related record for the chosen entry will be displayed for that currently selected record. The user will need to select the fields to be displayed.
- Reset to Default – Reset the display to the default view configuration as established by SapphireOne.
The Custom Inquiry setup screen provides the user with two main options for organising the data displayed:
- To remove or relocate a column – Right-click on the column lines and choose from Delete, Move Left, or Move Right.
- To add a column – Locate the desired data set in the list and double-click on it to add it to the custom view as a new column. Edit the location as described above if required. Almost every field within the SapphireOne data tables can be included in the Custom List screen, provided the user has the necessary authorisation.
Customising inquiry screens in SapphireOne allows for a tailored data view that meets the users specific needs. By leveraging the Custom Inquiry feature, the user can enhance their workflow efficiency and ensure that critical information is readily accessible.
Details Page
In the Details Page of a General Ledger Inquiry, it’s important to note that when the Bank Account checkbox is selected, additional data fields need to be entered. For the sake of this documentation, we will include the additional bank account data entry fields. However, for non-bank account general ledger accounts, all other data entry fields remain exactly the same.
Non Bank Account G/L
Here’s how the Details Page appears for non-bank account general ledger accounts. Take note of the significant space below the Data Entry Controls area, which is reserved for displaying banking details if this were a bank general ledger account.
Bank Account G/L
When the Bank Account Checkbox is selected, the Details Page undergoes a transformation. It incorporates supplementary data entry fields for Bank Details, Vendor Narrative, and Payroll Narrative data input. These fields are crucial for the necessary additional data entry when the G/L account is a bank account.
General Ledger Area – Data Entry
- Account ID – Enter as required. SapphireOne adds the Department ID in this case 0 to the end of the Account ID and enters the Full Account ID as 1000-0.
- Account Name – Enter as required
- Company & Company Name – The company used in the screenshot above is 0, zero, as an example. This ID and name is drawn from the set up of your Company in Utilities Mode > Utilities Controls > Utilities Controls Inquiries > Utilities Controls Company (Control Accounts Page).
- Department – SapphireOne appends the Department ID to the end of the Account ID to determine the Full Account ID. For example, 1000-0.
- Active Checkbox – Users have the option to deactivate General Ledger accounts as needed, but SapphireOne will not allow accounts that are essential for proper system operation to be deactivated. In such cases, an alert will be displayed to notify the user.
- Inactive Accounts – It is important to exercise caution when deactivating General Accounts, as once they have been made inactive, SapphireOne will be unable to access these accounts for data entry purposes until they have been reactivated again.
- Reports – Although General Ledger accounts may be marked as inactive, users still have the option to include them in reports generated by Sapphire Standard Financials. Users can choose to include inactive accounts with no balances or include all active and inactive General Ledger accounts in the report.
- Bank Account Checkbox – The Bank Account checkbox in SapphireOne is a critical feature that significantly impacts the behavior of a General Ledger account. When you select this checkbox for a specific account within your chart of accounts, it triggers unique functionality and additional data entry options. Here’s an overview of what happens when you mark the Bank Account checkbox:
- Additional Data Entry Fields – By selecting this checkbox, you unlock extra fields and options specific to bank accounts on this page. These fields are designed to capture essential banking information efficiently.
- Distinct Behavior – Accounts marked as bank accounts in SapphireOne are treated differently from other general ledger accounts. This distinction helps in accurate and streamlined financial record-keeping.
- Banking Transactions: – Bank accounts can be used for processing banking transactions such as deposits, withdrawals, and reconciliations. The system adapts to accommodate these activities seamlessly.
- Bank Reconciliation – The Bank Account checkbox is crucial for bank reconciliation processes. It ensures that your bank account data aligns correctly with your bank statements.
- Financial Reporting – The presence of this checkbox affects how bank account balances are displayed and utilised in financial reports, making it easier to track and analyze financial information.
In summary, the Bank Account checkbox in SapphireOne is a fundamental setting that distinguishes bank accounts from other general ledger accounts. It unlocks tailored features and fields to simplify banking transactions and financial management within the software.
Reporting Groups Area – Data Entry
It is important to establish General Ledger Classes prior to creating General Ledger accounts.
You can create these classes by navigating to Accounts Mode > Accounts General Ledger > Accounts General Ledger Inquiries > Accounts General Ledger Class.
- Class ID – Enter the Class ID.
- Group & Report – The Group and Report positions in the Class file, determine the structure of your Income Statement and Balance Sheet, and are read to ensure proper functionality.
Custom Area
A General Ledger Inquiry Custom area functions like other Custom Pages within SapphireOne. This allows users to enter custom classes and fields to store unique information for a particular record. Users can customise the names of any field by navigating to Utilities Mode > Utilities Controls > Utilities Default Settings > Utilities Change Names.
User Defined Area
The User Defined area provides an area to enter user-defined information.
Data Entry Controls Area
In this Data Entry Controls area, it’s important to note that even when the General Ledger account is not a bank account, the items within this section will still be utilised. The data entry procedure remains consistent, whether it is a bank account or not.
- Debit CreditRadio Buttons – When creating a General Ledger entry, you must specify whether it should be placed on the Debit or Credit side of the account.
- It is important to note that the selection of the Debit or Credit side is primarily a preference for the trial balance and when entering payments and receipts.
- Project RequiredCheckbox – If this cheque box is selected so far one will display an alert that a project for the transaction must be entered.
- Project Data Entry Field – A single Project may be entered for each G/L account.
- More Button – If the linking of a G/L account to multiple Projects is required please select the More button. The SapphireOne will then display a list of all Projects in the system. There is a checkbox for each Project in a column on the right-hand side of the screen. Tick the Projects that are to be linked to this G/L account
- Tax Code – Enter the Tax Code that is to be used with this G/L account.
- Tax Rate – When the tax code is entered Sapphire one will enter the percentage of tax linked to the tax code selected. This should not normally be altered by a user.
Bank Details Area (Bank Account G/L)
Within the General Ledger, SapphireOne has the capability to identify any account as a bank account. By selecting this default, it automatically activates additional functionality within the General Ledger, thereby facilitating the management of bank account information. The following options are available.
- FX Button – This Foreign Exchange button is only active when a new General Ledger account is being created and allows the creation of foreign exchange bank accounts. Once the bank account has been created the button will become inactive.
- Cheque Button – When this button is selected the user will be asked to enter in a cheque number. This could be a cheque number commencing a bank account or the continuation of cheque numbers. Once the number is entered Sapphire one will automatically increment the cheque numbers as entered.
- Card Nº – The credit card Nº of the organisations credit card.
- Expiry Date – The credit care expiry date of the organisations credit card.
- CCV – The credit card CCV of the organisations credit card.
- Overdraft – The organisations bank accounts overdraft amount.
- Media File Format – Select a media format appropriate to your banking requirements.
- Bank Name – The name of your financial institution for your organisations bank account.
- ID – The ID of your financial institution for your organisations bank account.
- BSB – The BSB number of your financial institution for your organisations bank account.
- Bank Account – The Bank Account number of your financial institution for your organisations bank account.
Vendor ABA Narrations Area (Bank Account G/L)
The following fields, once populated, allow for the generation of narrations formatted with an appropriately descriptive naming convention for uploading to your financial institution account.
- Header Notes – The value of this field appears as the description on the line of your bank statement.
- Line Notes – The value of this field appears as the description on the line of your Vendors bank statement.
- Self balancing Notes – The value of this field appears as the self balancing description on the line of your bank statement.
Payroll ABA Narrations Area (Bank Account G/L)
- Header Notes – The value of this field appears as the description on the line of your bank statement.
- Line Notes – The value of this field appears as the description on the line of your Vendors bank statement.
- Self balancing Notes – The value of this field appears as the self balancing description on the line of your bank statement.
The following fields, once populated, allow for the generation of narrations formatted with an appropriately descriptive naming convention for uploading to your financial institution account.
Custom Page
Custom Page Overview
SapphireOne’s Custom page features text fields designed for versatile, user-defined purposes. Each field is assigned a variable by SapphireOne, which is displayed as the default field heading label. Users can take note of the desired field or heading variable for customisation and modify it by navigating to Utilities Mode > Utilities Controls > Utilities Default Settings > Utilities Change Names. Detailed instructions on this process will be provided below.
The Custom page is organised into the following sections:
- Alpha – Allows letters and numbers, but cannot be used for arithmetic functions
- Real – Allows numbers only, and can be used for arithmetic functions
- Date / Time – Date fields store date values and can be used for date functions, while Time fields store time values and can be used for time functions
- No Heading Defined – Features eight alphanumeric fields that cannot be used for arithmetic functions
- Text – Accepts letters, numbers, and special characters, but cannot be used for arithmetic functions
The data entry fields in these Custom Pages can also be employed in Sapphire Custom Reports, Quick Reports, Custom Inquiries, 4D View Pro, and 4D Write Pro Reports, just like any other data entry fields within SapphireOne.
The example Custom Page below is from an Asset Inquiry; however, the process for customising this page remains the same, irrespective of the function in which the Custom Page is located.
Default Variable Values
In the default variable values defined by SapphireOne, the first number signifies the position of the field within the group, while the second number denotes the maximum number of characters for the data entry field.
For instance, ASAlpha_1_20 indicates that it is the first data entry field in the group and can hold up to 20 characters. Similarly, ASAlpha_8_80 shows that it is the eighth data entry field in the group, with a capacity for a maximum of 80 characters.
To modify the headings on a Custom Page:
- Write down the exact names of the headings you wish to modify.
- Navigate to Utilities Mode > Utilities Controls > Utilities Default Settings > Utilities Change Names. Keep in mind that when performing this procedure, you will be warned that only one user should be logged into the data file.
- Upon accessing the Utilities Change Names function, a dialogue box will appear. Then, refer to your list of names and scroll down the list to find the headings you want to modify.
- For each heading:
- Highlight the name.
- Enter your new name in the lower data entry field.
- Click the Update button to save the changes in SapphireOne.
General Ledger Inquiry Balances Page
The General Ledger Inquiry Balances page tracks the current year General Ledger balances for an account. This account may contain up to 30 accounting periods within a single year. Additionally, it includes balances from the previous year.
By selecting the Find Period Audit Line button, users can choose a period to view a breakdown of all audit lines that contributed to the balance for that period.
General Ledger Inquiry Budgets Page
This General Ledger Inquiry Budgets page enables users to create budgets for a specific General Ledger account.
By selecting the drop-down menu labeled Fill Next Years Budget To Revised, users can choose from various actions. Once an action has been selected, users can execute it by clicking the Budget Fill button.
General Ledger Inquiry Loan Page
The General Ledger Inquiry Loan page enables users to set up a loan associated with a specific General Ledger account. Once established, the SapphireOne will automatically generate a journal based on the loan’s installment dates.
General Ledger Inquiry Analysis Page
This page provides users with the ability to review a line graph of their current, last, and next balances.
General Ledger Inquiry Audit Lines Page
This Audit Lines page displays a detailed breakdown of all audit lines that comprise the balance for a General Ledger account. By default, this includes all unposted transactions.
- Exclude Unposted – This excludes un-posted transactions from the display.
- Look Transaction – You may select an Audit line and look at the transaction that created them.
- Open in Inquiry – This open an inquiry window for all audit lines currently displayed.
- Complete History Checkbox – Displays all audit lines for this General Ledger account.
- Recent History Checkbox – Displays the last 12 month audit lines for this General Ledger account.
Keywords and Notes Page
Keywords & Notes Overview
The Keywords and Notes page is a standard feature found on all inquiry pages in SapphireOne, providing a central location to add and manage keywords and notes for each record.
Keywords Area
Keywords in SapphireOne provide a structured method to organise contacts. These keywords act as custom associations, allowing you to categorise contacts in a way that suits your organisations needs. You have the flexibility to create reusable keywords that can be applied across multiple contact records, ensuring consistency and ease of management. Additionally, you can create unique keywords tailored specifically to individual contact records, offering a personalised approach to contact organisation.
To remove keywords, hold the Command key on a Mac or the Ctrl key on Windows.
Notes Area
This area can be used to make permanent notes or reminders when dealing with contacts. When you click on the button, a timestamp will be created at the beginning of the notes section. [Command or Control] places it at the end, and you can input the note straight away. The functionality is as follows:
Right-Click context menu – Users can also customise the font, style, colour, and background colour of the text in the Notes area by selecting the desired text and choosing the options available from the right-click context menu.
- Green Clock Button – Include a date and time stamp.
- Font Size Buttons – Modify the font size.
- Expand
button – Maximise the notes screen for unobstructed editing. You can click the same expand button again to minimise the notes.
Actions Page
Action Page Overview
The Action Page in SapphireOne serves as access to a comprehensive hub for managing and organising tasks, meetings, and notes, seamlessly integrating actionable items with relevant records and transactions. By providing access to a wide array of features such as Calendar Reminders, Meeting Invites, Alarms, Emails, To-Do Lists, and various types of Notes, the Action Page ensures that users can efficiently coordinate their activities within a centralised platform.
One of the key advantages of the Action Page is its ability to link actions directly to specific records or transactions, enhancing the accessibility and relevance of alerts throughout SapphireOne. This integration allows users to set up actionable alerts that are contextually tied to their organisational data, ensuring that important tasks and notifications are not only visible but also directly connected to the pertinent information. By leveraging these capabilities, users can improve their productivity and maintain a well-organised workflow, all within the intuitive environment of SapphireOne.
The Action Page enables users to manage actions by using the add 
or delete 
buttons. To add or delete an action, simply click the corresponding button.
Diary Area
The Diary Area in SapphireOne provides users with a comprehensive range of options to customise their actions. It includes the following functionality:
- Sequence – SapphireOne automatically generates a unique sequence number for each action.
- Title – Enter a title for the action.
- Type – Choose from the customisable drop-down menu to input a type. This will subsequently become a permanent type within the drop-down.
- Action – Utilise the user-customisable drop-down menu to input an Action. This will then become a permanent action within the drop-down.
- User – SapphireOne automatically inputs the user creating this action, though it can be modified if necessary.
- Private – If this checkbox is selected, SapphireOne will only permit the specified user to view or modify this action.
- Status – The user has three options: Open, Hold, and Completed.
- Open – Action is open and active.
- Hold – Action is active, but no alarms will be active.
- Completed – Action is now Inactive and won’t be displayed in any list of actions.
- Tag – Choose from the customisable drop-down menu to input a type. This will subsequently become a permanent type within the drop-down.
- Link – When created within a transaction or record, SapphireOne automatically generates a link to the transaction or record. When created from the Options Menu, Palette, or Workbook, users must select an item or function from the drop-down menu to link the action. There are 12 items on this list, ranging from Clients to Manager.
Check List Area
SapphireOne offers a user-friendly checklist tool to create and track actions, allowing users to check off completed items as they progress.
Dates and Times Area
- Start/Finish – Set a Start and Finish time for the action, or select the checkbox for an all-day option.
- Completed – Entering a completion date for an action deactivates it, and it will no longer appear in the action lists.
Alarm Area
Ensure you never miss a task again by setting up alarms to send reminders to the designated email at specified dates and times. Users can also receive notifications through SapphireOne Workflow.
Recurring Area
If necessary, the alarm can be set to recur at specified intervals chosen from the Type drop-down menu which contains an exhaustive list of interval options. Additionally, the recurring period can be defined by date.
Notes Area
This area can be used to make permanent notes or reminders when dealing with contacts. When you click on the clock button, a timestamp will be created at the beginning of the notes section. [Command or Control] places it at the end, and you can input the note straight away. The functionality is as follows:
- Right-Click context menu – Users can also customise the font, style, size, colour, and background colour of the text in the Notes area by selecting the desired text and choosing the options available from the right-click context menu
- Green Clock Button – Include a date and time stamp.
- Font Size Buttons – Modify the font size.
- Expand button – Maximise the notes screen for unobstructed editing. You can click the same expand button again to minimise the notes.
Invite Attendees Area
In the event module, you can invite multiple attendees to your event and track their acceptance or rejection of the invitation. You can also send them email notifications if their email addresses are provided. Additionally, you can manage and track attendees RSVP status in real-time.
In conclusion, the Action Page in SapphireOne stands as a pivotal tool for enhancing organisational efficiency and productivity. By offering access to a centralised platform that seamlessly integrates tasks, meetings, and notes with relevant records and transactions, it empowers users to maintain a streamlined and well-coordinated workflow. The ability to link actions directly to specific data points ensures that alerts are not only accessible but also contextually relevant, providing users with the insights needed to make informed decisions. As organisations continue to navigate complex operational landscapes, the Action Page remains an indispensable resource for optimising task management and fostering a more organised and productive environment within SapphireOne.
Documents Page
Documents Page Overview
The Documents Page centralises document and information storage for transactions and master tables, streamlining organisation and management for easy access and improved efficiency.
Documents Area
The Documents Page simplifies file management by allowing various document types to be attached via drag and drop, including PDFs, spreadsheets, photos, and more. It provides a centralised location for document and information storage for transactions and master tables, streamlining organisation and management for easy access and improved efficiency.
Documents can only be attached once the corresponding record has an assigned ID.
Documents List Screen Options
There are eight buttons on the Document List screen, as follows:
- Open
– Allows viewing of the currently selected document. - Update
– Prompts the user to import a new version of the selected document while maintaining links to any associated transactions. - Scan
– Accesses a scanner for scanning documents directly into the data file and linking them to the current transaction (requires a compatible scanner with software). - Save
– Saves the currently selected document. - Link Document: Enables linking of the selected document to other transactions in the data file, presenting a popup for user selection.
- Link Document
– Allows linking of an existing document in the data file to the current transaction or record, displaying a popup with a list of documents to choose from. - Link Existing Document
– Allows linking of an existing document in the data file to the current transaction or record, displaying a popup with a list of documents to choose from. - Delete – Deletes the currently selected transaction or record.
- Add – Displays a search function for selecting a document from the local computer or device.
Details Area
The Details area allows users to add a custom name, description, and tags to each document, enabling easy search and location of specific documents. These details can be customised to meet the specific needs of the user or organisation, further improving the efficiency and organisation of the Documents Page.
Last Modified Area
The Last Modified section displays the date and time when the document was last modified, as well as the user who made the changes. This feature helps maintain accountability and enables efficient tracking of document modifications.
History Area
The History area records changes made to the document, including the date, time, and user who made the changes. This provides a valuable tool for tracking and managing document revisions.
Links Area
The Links area allows users to record links to other places where the document has been attached. Links can be added or removed using the (+) and (-) buttons, providing an efficient way to manage and organise related documents.
Notes Area
The Notes area allows users to add any relevant notes related to the document. Clicking the green clock button will add a date/time stamp, further improving document tracking and management.
GL Budget Tools
The Sapphire GL Budget tools allow the user to modify multiple General Ledger budgets simultaneously, by selecting or highlighting all relevant items on screen. These tools are listed in the Sapphire Tools menu and enable bulk management of budgets.
- Copy Last Year’s Actual Into Budget – This Sapphire tool will copy this years Actual expenditure in to a budget for next year
- Copy This Year’s Budget into Next Year – The Sapphire tool will copy last years Budget into next years.
- Copy This Year’s Actual into Next Year – The Sapphire tool will copy this years Actual balance into next years.
- Copy Budget to Revised – Copy the current budget to a Revised Budget.
- Copy Revised to Budget – Copy a Revised budget into an actual budget.
- Swap Budget and Revised – Swap the Budget and Revised Budget values.
Find out more about a specific GL Budget tool functionality Visit Knowledge Base Sapphire Tools Specific Tools Copy Last Year Actual Into Budget.