Asset Loan Liability Report

Asset Loan Liability Report Overview

The Asset Loan Liability report within the SapphireOne Assets mode provides the user with a report that prints a snapshot of the companies current liabilities for any loan that is that is currently being paid off by the company at this point in time. The report prints the original Liability amount as well as the remaining Liability. It also prints the Remaining amount to be paid as well as the terms and the interest rate on the loan.

When the Asset Loan Liability report is selected from the Assets Menu, SapphireOne will present a print dialog screen for the user to select and customise the criteria and data they would like included within the report.

Report Type Menu

Selecting the Report Type Menu option will enable the user to print different layout styles of the Details Report.

Loan Liability Asset report showing Loan Liability and Payment Terms details.

SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for anybody doing data entry within SapphireOne. Any data entry field that the user can type into using a keyboard, they can use this feature.

They can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client and they have just made a phone call to that particular client using the Softphone technology, this will automatically date and time stamp the contact and the phone number you called to. As soon as the call is completed or finished, the user has the ability to use the Speech to Text (Windows) function or Dictation (MacOS) function and dictate into the memo field of the CRM contact, adding as much description as they require.

This functionality applies across every single Data Entry screen. For example, if the user is entering a Vendor Invoice (VI) and they want to add a memo within the Vendor Invoice (VI), the user can simply dictate the memo. Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account when the user is completing data entry using a General Ledger, there’s always a unique memo field for each General Ledger account line, the user can utilise this feature to quickly add the information they need to add. Additionally, if you’ve got an interview with an employee and after the interview process is completed the user is able to make notes about the employee.

Speech to Text or Dictation is an extremely powerful tool and it’s something that we at SapphireOne as well as our clients utilise daily. It is a massive timesaver. 

Report Sort Order Menu

The Report Sort Order Menu allows the user to select from various sorting methods and criteria to organise data in different sequences while still maintaining the same fundamental report format. The user can sort data by:

No Sort This will display the Report in the order they are displayed
By ID  This will sort by asset ID.
By Name This will sort by asset name.
By Class A This will sort by Class A.
By Class B This will sort by Class B.
By Class A & Location This will sort by Class A & Location.
By Class B & Location This will sort by Class B & Location.
By Location This will sort by location.
By Class A & Class B This will sort by Class A & Class B.
By Class B & Class A This will sort by Class B & Class A.
By Company This will sort by company.

Report Selection Menu

Active Loan
All Records  This will display all inventory items, including inactive items.

Report Buttons

Print Button Select this to Print the Report.
Cancel Button Select this to Cancel the Report.
Record List Button Selecting this button brings up a list of all inventory items within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the inventory item to be printed.
Options Button The Options Button allows for even further customisation of the Report. Further details are outlined below.
Queue Button Selecting this button will put the report in a Queue, allowing the user to select the time and day for the report to run and print.
Background Button Selecting this button allows the user to run the report in the background of the SapphireOne server, allowing the user to continue with other tasks while the report is generating.

The user also has the option to create custom reports using SapphireOne Quick Reports or Custom Reports. 


You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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